Julie Rowe

Partner

Julie graduated from Royal Holloway University with a combined Honours degree in French and German and went on to work with a French investment bank in the City of London. Following a spell living overseas she completed the Graduate Diploma in Law at Kingston University Business School, followed by the Legal Practice Course at the former College of Law in Guildford qualifying as a solicitor in 2008.

Julie went on to specialise in Private Client work and has worked for many years in private practice in Kingston, and also more recently as an in-house Private Client lawyer within a Surrey based wealth management company. Julie joined the team at Carter Bells in 2022 as Head of Department.

Julie is experienced in advising on Wills to meet clients’ wishes whilst being as tax efficient as possible. Alongside Wills Julie is experienced in preparing Powers of Attorney to protect against potential future loss of mental capacity and also can act on applications to the Court of Protection to appoint a Deputy in the absence of an attorney.

Julie has substantial expertise in advising on and completing Estate Administration for high value and complex estates including those creating Trusts. This includes probates, and intestacies where a Will has not been made

Post-death tax planning is another area Julie advises on including Deeds of Variation to re-arrange succession of assets by a beneficiary. Lifetime Trusts and Will Trusts are popular vehicles to achieve capital protection and Julie advises her clients on these regularly.

Julie grew up in the local area and lives in Surbiton with her family. Outside of work Julie is a keen supporter of Harlequins Rugby Club and loves spending time with her two Cockapoos!

Qualifications:

Solicitors BA (Hons) TEP

Professional Bodies

Law Society and Society of Trust and Estate Practitioners (“STEP”)

Experience

Over 15 years

Practice Areas

Private Client including Wills, Estate Administration, Trusts, Powers of Attorney and Court of Protection

What our clients say

I have been a client of Carter Bells for some years and dealt with various staff members on a variety of issues. I have no hesitation in recommending wholeheartedly the service I have received.

February 2020
Having dealt with Carter Bells since early 2000's and now in 2020's we are sure we could not have got better service/costs elsewhere.

February 2020
I have been using Carter Bells services for over 20 years and I am in good hands.

February 2020
Your given service under the strange time of the lockdown virus situation was very helpful and good.

May 2020
My solicitor provided an excellent service, and was really good at nudging us to return documents when this had not been done! Thank you – we’ve already recommended you to some friends.

August 2020
Overall the communication, explanations, fast responses and clarity on all questions and points was excellent.

January 2020
The service I have received has been outstanding in all respects - competency, communication, courtesy, sensitivity, timescale and friendly efficiency.

August 2020
My solicitor provided an excellent service. He is very professional and friendly. We are impressed by the speed and efficiency of the service provided by him. Thank you.

February 2020
I found the solicitor very easy to deal with from the initial meeting, where she explained how the Will writing process worked, all the way through to the finalisation of my wishes.

May 2020