Lawyers Beyond London
Tax & Trust Advisers
Cheltenham, United Kingdom
Tax, wills & trusts
Legal Advisory Services
Julia Cox is a personal tax and trust lawyer based in Cheltenham, with a wealth of experience in private client matters involving all aspects of estate and succession planning.
Now a partner at Charles Russell Speechlys, she started as a trainee at Simmons & Simmons, where she ‘jumped on their tiny niche tax advisory to HNW private clients.’
Her clients today include a number of Sunday Times Rich listers and ‘those who have made significant wealth in business – not to mention a few household names,’ she says. She is extremely popular among her clients, one of whom describes Cox as ‘lovely, absolutely wonderful... an incredibly talented person’.
Many clients have stayed with her over the course of her career, and ‘she has a phenomenal reputation locally,’ according to one peer.
Significant work undertaken this year has included tax efficient gift and succession planning during the pandemic. Much of this work has involved advising clients on making use of the rules as they stand ahead of much anticipated tax rises and reliefs hardening.
Cox clearly enjoys her work, and describes her job as ‘looking after people, usually with the exact same kinds of issues as you or I have, but where the numbers are bigger, and that brings in additional tax and other complexities.’
The variety, she says, is key to the job’s appeal. ‘It’s fun, dealing as it is with the spice of life. Certainly every day is different,’ she tells Spear’s.