Julie Man
High Net Worth Guide 2023
Band 2 : Private Wealth Law
Band 2
About
Provided by Julie Man
Practice Areas
Advises on the full spectrum of private client matters including wills, lifetime tax planning, succession planning, trusts and estate administration. Frequently deals with high net-worth and ultra high net-worth clients and is known for dealing with the specialised areas of private client work involving:
- business succession,
- lifetime tax planning (involving deeds of gift, structuring assets to take advantage of excess income, dealing with trusts and life policy structuring).
- cross border issues including domicile issues and advising on Domicile Statements, issues between married couples where one is UK domiciled and the other spouse is non-UK domiciled leading to IHT issues due to the limited spouse exemption, liaising with her network of referrers to structure matters to deal with payment of IHT.
Substantial experience representing international clients on cross-border issues, and has a strong background in the elderly care space where she assists with care home fee planning, lasting powers of attorney and Court of Protection applications
Career
Julie joined Russell-Cooke in 2020 from a major Surrey-based law firm where she was head of their private wealth group for seven years and a Partner for 14 years.
Professional Memberships
Solicitors for the Elderly, STEP.
Publications
Frequently writes on a wide range of private client matters for:
- Elmbridge Life covering the Surrey area such as Cobham, Oxshott and Weybridge.
- American in Britain, Legal Issues – When in Rome do as the Romans do
- Law Society – Giving it Up