Gepp Solicitors - Solicitors in Chelmsford, Essex

Julie joined Gepp Solicitors in 2018 and is a Trust and Estate Executive within the private client team.

Before joining Gepps, Julie worked for a large Corporate Trust Department, where she gained over ten years’ experience in all aspects of trust administration and trust taxation.

Julie applies her knowledge, organisational skills and attention to detail to help clients and make sure they receive a high level of service.

Specialisms

Julie has a good knowledge of trust taxation and administration. including relevant tax treatment for different types of trusts, reporting to HMRC for exit charges and periodic IHT charges, completing trust tax returns and registering trusts with HMRC’s Trust Registration Service.

Julie deals with all aspects of probate and estate administration matters from the initial meeting with the family, submitting the grant application, administering the estate, dealing with period of administration tax and preparing estate administration accounts.

Memberships

  • Society of Trust and Estate Practitioners (STEP)

Case Studies

  • I managed an intestate estate for a client where the personal representative was unaware of the family’s whereabouts. I provided legal guidance on their duties and instructed Estate Research to locate missing beneficiaries, ensuring the estate was distributed in accordance with the law.
  • I assisted a client with a vulnerable trust beneficiary, working closely with their carer. This included making a home visit to discuss their specific needs and ensuring the trust was managed with their best interests in mind.

Related services

What clients are saying about Julie

“From one case of Probate, growing to five people as things became apparent, throughout Julie Flight was amazing.”

“Although this was an Estate that was problematic the good people at Gepp Solicitors solved the difficulties and all the beneficiaries were happy. A very satisfying outcome.”

“Julie and the team were extremely helpful and made a difficult process straight forward.”

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Get in touch

If you want to find out more about the services we can offer you, please feel free to get in touch.

“Extremely professional, knowledgeable and friendly.”, “Easy to park and very friendly welcome”

Value for money

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