Julie qualified as a chartered accountant in 1998. She gained membership of the Society of Trust and Estate Practitioners in 2009, is also a member of the ICAEW tax faculty and is an authorised individual licensed by ICAEW to provide probate services.
Julie specialises in IHT and estate planning and advises and assists with the drafting of wills and the use of trusts. She also acts as a trustee and supports executors with the administration of estates.
Julie provides accountancy and tax services to partnerships, companies and individuals, incorporating personal and corporate tax planning advice and has developed a close working relationship with many of her clients.