Position

Partner

Index

Accountants & Tax Advisers

Tax & Offshore

Location

Birmingham

Advice type

Estate planning

Succession planning

Tax planning

Client Types

Business owners

Entrepreneurs

Families

HNW

Non-domiciles

Sector Focus

Accounting

Geographical Focus

France

India

Pakistan

South Africa

United Kingdom

Customer Type

Lawyer

Julia Rosenbloom

Spear’s Review

A partner in Shakespeare Martineau’s private client tax department at its Birmingham headquarters, Julia Rosenbloom is always busy guiding clients through the twists and turns of their financial lives.

As a solicitor, trust and estate practitioner and chartered tax adviser, she brings an analytical approach to tax advice, covering both corporate and personal tax matters such as intergenerational wealth planning, cross-border planning, property and business structuring. 

‘There’s lots of interesting things happening in the tax world at the moment, and lots of upcoming changes,’ she says of the current landscape. Rosenbloom’s practice is decidedly non-prescriptive. ‘You have to get into a client’s shoes and understand how they want to work,’ she says. 

Rank: Recommended

Recommended 2024, Accountants & Tax Advisers

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