Julia Cox > Charles Russell Speechlys LLP > Cheltenham, England > Lawyer Profile
Charles Russell Speechlys LLP Offices
COMPASS HOUSE
LYPIATT ROAD
CHELTENHAM
GL50 2QJ
England
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Julia Cox
Work Department
Charities and not-for-profit, private wealth; private client.
Position
Julia is a personal tax and trust lawyer with considerable experience in a broad range of private client matters involving all aspects of estate and succession planning. She is experienced in cross-border Will work for clients. She has a range of trust and charity law experience, including acting in a number of matters involving the Charity Commission. Julia’s clients include UK and international individuals, their families and trustees. Julia regularly acts for UK entrepreneurs, business owners and high net worth individuals, as well as non-UK domiciliaries. She has acted for many corporate and individual trustees, both UK and non-UK resident, as well as other private client service providers.
Julia has greatly enjoyed forming client relationships that have lasted from one decade to the next and across generations, with a focus on protecting family wealth in the long term.
Her recent work includes advising a family on the passing of assets to the next generation while ensuring that proper provision and control are retained for the current generation and trust reorganisations to put particular assets in the control of certain beneficiaries, all tax efficiently.
Career
Qualified 1996; joined Charles Russell 2005.
Languages
French (good).
Memberships
Charity Law Association; The Law Society; Birmingham Law Society.
Education
MA (Hons) Oxon.
Leisure
Skiing, swimming, art and photography and walking.
Lawyer Rankings
South West > Private client > Personal tax, trusts and probate
(Leading individuals)‘Professional, approachable, dependable, and knowledgeable’, the team at Charles Russell Speechlys LLP
works with a deep roster of clients on a wide spectrum of tax, trusts and succession matters, underpinned by a cross-disciplinary approach. Advising clients on both a national and international scale, the practice has been described as having ‘London quality with Cheltenham value for money’. Practice head Christopher Page
– who has 35 years’ experience advising the owners of landed estates and agricultural businesses – is an expert in complex strategic and succession planning. Julia Cox continues to draw high praise for her ‘outstanding technical advice‘, while Henry Fea is noted for his cross-border expertise.
South West > Private client > Charities and not-for-profit
A strong choice for various schools, educational charities, military charities, and religious organisations, the team at Charles Russell Speechlys LLP draws on the expertise of multiple departments within the firm – including the property, construction, employment, corporate and banking teams – to bolster its wide-ranging charity law practice. The team is jointly led by Christopher Page, Julia Cox and Ian Brothwood. The ‘organised, diligent, and extremely bright’ Penelope Byatt is noted for her experience of handling constitutional and governance matters for charities and not-for-profit organisations.
Lawyer Rankings
- Leading individuals South West > Private client > Personal tax, trusts and probate
- Personal tax, trusts and probate South West > Private client
- Charities and not-for-profit South West > Private client
Top Tier Firm Rankings
- Private client > Agriculture and estates
- Dispute resolution > Commercial litigation: Gloucestershire, Somerset and Wiltshire
- Real estate > Commercial property: Gloucestershire, Somerset and Wiltshire
- Corporate and commercial > Corporate and commercial: Gloucestershire, Somerset and Wiltshire
- Employment > Employment: Gloucestershire, Somerset and Wiltshire
- Private client > Personal tax, trusts and probate