What can Julie do for you?
Julie specialises in the administration of trusts, together with assisting in estate administration, assisting clients in providing practical advice to help them through challenging times.
Julie specialises in all aspects of trust tax including capital gains tax and inheritance tax. Julie also assists clients with their own personal tax returns.
Supporting my clients' ambitions
Trust compliance now has a major impact on the role of trustees and by working together with specialist compliance teams Julie assists them in acheiving peace of mind knowing their responsibilties are taken care of.
Julie has always found it extremely rewarding to play a role in helping clients safeguard their wealth for future generations. The Mills & Reeve private wealth team gives clients a phenominal amount of expertise to assist in all aspects of both business and personal wealth planning.
What do others say?
A christmas card received from a long standing client and trustee thanked Julie for her efforts over the year and added "an expert is not just for Christmas".
What else should you know?
Julie has worked in the private wealth sector for over 30 years. Experience, awareness and care help to assist and retain her clients long-term whilst building trusting relationships.
Our probate fees
Please follow the link below to find out more about our legal fees.