2nd Apr 2024 | Agriculture, Estates & Rural Property | Private Client | Environmental, Social and Governance | Social | Governance | B Corp Certified
- 23 years qualified
- Active on LinkedIn
About Julie
A Legal 500 UK 'Recommended Lawyer', Julie is a partner in our private client team and a specialist in all aspects of personal estate planning.
Her expertise is multifaceted; Julie advises on wills, family trusts, family business succession, asset protection and powers of attorney – working with individuals, businesses, landowners, client accountants and financial advisers to provide practical, comprehensive and seamless legal support.
Keith Hatley and Julie Garbutt are excellent solicitors, they are two of the most capable individuals I have worked with in the North East. They have both gone the extra mile in client service and advised on technical legal issues to assist with complex tax problems.
Trusts
A genuine expert in her field, Julie is a member of the Society of Trust and Estate Practitioners (STEP).
Julie offers advice to individuals and in particular business owners and land owners in respect of tax efficient wills, the establishment of family trusts, appointments from family trusts and winding up trusts, advice to trustees, estate planning, business succession, asset protection and powers of attorney. Julie works closely with client’s accountants and/or financial advisers to ensure full and seamless service to her clients.
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'Keith Hately and Julie Garbutt are reassuringly competent and are very good communicators who we reliably recommend for more complex and challenging estate, succession and inheritance tax planning cases.'
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