Julia Powell Associate Director - Private Client Tax

As an Associate Director in the Private Client Tax Advisory team, Julia works with our private clients on areas such as privately owned business shareholder exits, business and personal succession planning and the associated reporting to HMRC.

Experience

Julia joined us in 2012 as a trainee and obtained her ACA and CTA qualifications while working in the firm's Tax practice in London. She has over ten years of experience in Private Client Tax, in both compliance and advisory roles.

Her current areas of focus are advising business owners and high net worth individuals in respect of their personal tax planning and working with colleagues in London and across the firm to help provide excellent client service. Alongside Julia's client-facing tax advisory role, she has also been involved throughout her career in supporting and developing our talented people through appraisal and mentoring roles.

Work highlights

Highlights of Julia's career to date include completing her professional exams and being accepted by her professional institutes (still a highlight several years on), meeting new prospects who become long-term business and private clients of the firm, and seeing her appraisees achieve well-deserved promotions.

Accreditations/ Memberships of professional bodies 

  • Member of the Institute of Chartered Accountants in England and Wales (ICAEW)
  • Associate of the Chartered Institute of Taxation (CIOT)

Areas of expertise

What are clients say

As the operations manager of two international artists we often have to set up and monitor complex arrangements that cannot conflict with each other in both the legal and tax arenas in many jurisdictions. Zoe and Julia handle these with ease and I feel very comfortable in their timely responses as both accurate and pragmatic.

Existing client

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