Julia is an experienced Solicitor, specialising in Probate, Wills and Trusts within the busy Private Client team. She chose this area of law because of the high degree of client contact. She is easy to talk to and empathetic.
Julia advises clients on a range of legal needs from small probate matters to large complex estates.
She has administered agricultural estates, obtaining land valuations, reading the partnership accounts, and determining the inheritance tax reliefs to claim.
She has subsequently negotiated with HMRC in order to obtain the best outcome for the clients. She has frequently prepared complex estate accounts and income and capital gains tax returns on behalf of executors. Julia also deals with the Land Registry transfer of land and properties to beneficiaries.
Julia graduated from Warwick University in 1981, qualified as a Solicitor in 1984 and has specialised in probate, wills and trusts ever since. She has been a member of the Society for Trusts and Estate Practitioners since 1996, and joined SE-Solicitors in 2014.
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Recent posts
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The Matrimonialisation of Assets in a Marriage: A Case Study on ST v AR
While the case of Standish v Standish is currently awaiting judgement from the Supreme Court, the recent case of ST v AR, heard earlier…
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Dealing with your finances on divorce or dissolution
It is a common misconception for separating couples that there is no requirement to resolve their finances once the final divorce or…
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Preparing for your Digital Death
The concept of digital assets can seem irrelevant to most; especially those who still enjoy a bank with four walls and who put…
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