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Julie Morgan-Jones

0131 247 1162

Overview

Julie is a Tax Adviser in our Private Client team.

She works with the wider legal team in providing comprehensive tax solutions, linking income tax, capital gains tax and inheritance tax strategies She specialises in procedural and compliance aspects in relation to tax return preparation for individuals, trusts and estates.

Julie will deal with all queries raised by HM Revenue and Customs on behalf of clients.

She also assists in advising clients in relation to share disposals for capital gains tax purposes, trust and estate wind-ups, and ad-hoc tax queries, including residency issues.

Areas of expertise:

Memberships