Julia is part of the private client team.

She has 20 years’ experience in trust administration, accounting and taxation, including the production of annual trust accounts. She also has expertise in tax compliance and reporting required for deceased estates and the production of estate accounts.  

She works closely with our trust accountant, as well as the lawyers in the private client team and the trust, wills, and estate disputes team, to efficiently manage the administration of deceased estates and trusts.

Julia also provides reports to the directors of our independent trust corporation, Russell-Cooke Trust Company (RCTC), and is often appointed as trustee or executor on those matters.

Julia has an economics degree and is a fully qualified Trust and Estate Practitioner (TEP) specialising in trust accounts, trust taxation, trust administration and estate administration.

She has worked both in private practice and for a family office, gaining wide experience and expertise in this area of accounting and taxation.

Julia joined Russell-Cooke in 2025.

Julia has worked on trust administration on a wide variety of family trusts including HNW:

• complex trusts
• trusts with vulnerable beneficiaries
• trusts with numerous beneficiaries 
• beneficiaries in different jurisdictions.

• BEcon (Rhodes, South Africa)
• Full member of the Society of Trust and Estate Practitioners (STEP)

TEP (Society of Trust and Estate Professionals)