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Julie Man

Partner (Head of Private Wealth)

Tel: 

+44 (0)1932 590643

Email: 

julie.man@mundays.co.uk

linkedin
uk.linkedin.com/pub/julie-man/94/b48/521

Profile


Julie is a Partner and currently heads the Private Wealth department – a team noted in both Legal 500 and Chambers legal directories for the quality of expertise offered to both national and international clients.

Since joining Mundays as a solicitor in 2006, Julie has developed a breadth of private client expertise including complex Wills, lifetime capital tax-planning, Business Property Relief and ancillary advice on succession planning for business owners, domicile and cross-border issues for international clients, private and charitable trusts together with the administration of estates.

Julie also has a long-standing interest and solid background in elderly client work such as planning for care home fees, preparation of lasting powers of attorney, registration of powers of attorney and Court of Protection applications.

In addition, she is proud to be a full member of the Society of Trust and Estate Practitioners (STEP) and a full accredited member Solicitors for the Elderly; both organisations offering a recognised standard of quality in good, technically-sound advice to private clients. For her expertise in Wills, she is compliant with STEP's Will writing code which ensures the best quality product and advice for clients' needs.

Julie has written extensively for several publications including Essence magazine, Mature Times, Retirement Planner, New Law Journal and is a regular speaker at Mundays breakfast seminars, seminars held jointly with accountants and other events such as Fabulous Woman.

Julie Man has been named Best Private Wealth Lawyer UK – 2016 in the ‘2016 Women in Wealth Awards’

recent experience

  • Advising a couple on effective Wills with protective trust structures with Inheritance tax planning for their £12 million estate, detailed advice on Business Property Relief and cross-option agreements involving a non-family partner and ensuring the family wealth is passed to the next generation through an appropriate tax efficient trust structure.
  • Complex Inheritance tax and Private International Law issues clarified for mixed domicile couple (second marriage) and the importance of an overseas Will dealing with land and asset preservation structures for children of first marriage.
  • Excluded Property trust created for South African non-domiciled client with advice on implications for later acquisition of UK domicile and/ or residence.
  • Implications of future claims by children and the use of no-contest clauses for a mixed-domiciled couple and the impact of their intention to retire in the UK or overseas.
  • Advising clients on the limitations of restrictions in LPAs, challenging the Office of the Public Guardian regarding severance of provisions in clients’ LPAs successfully and the importance of planning appropriately with separate LPAs for business and personal assets.
  • Inheritance Tax effective structures for Ultra High Networth non-domiciled clients to hold UK property in light of ATED and new CGT rules for UK non-residents holding residential property

recent articles

Are You Covered On This Side Of The Pond?
Looking after your Children's Future with a Will

Cyberspace - Anything to do with Wills?
Our Right to Die
In Safe Hands
Empowering others when you can't care for yourself
Why make a will?


 

     

 

What others say about Julie


Julie Man is acknowledged as a notable practioner in Chambers & Partners UK 2017 

Chambers & Partners UK 2017

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