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Welcome to clarity

Julie Morgan-Jones

Tax Advisor

0131 247 1162
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Julie is a Tax Adviser in our Private Client team.

Individuals and Families expertise

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.

Recent Content by Julie Morgan-Jones

1 Apr 2015

New personal savings allowance

It was announced in the recent Budget that from 6 April 2016, the Government will introduce a Personal Savings Allowance which is expected to save...
Blog
Julie Morgan-Jones
17 Feb 2015

Tax year-end planning

With just over a month to go until the end of the 2014/15 tax year, it is well worth reviewing where you are with your annual tax planning and to...
Blog
Julie Morgan-Jones
1 Dec 2014

A place in the (Scottish) sun

As our summer holidays are well and truly a distant memory and as the bleak midwinter quickly approaches, we turn our minds to next year's break. For...
Blog
Carryl Beveridge, Julie Morgan-Jones

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