Julia Cox

Location: Cheltenham, England,
Expertise: Tax, Estate Planning,

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Latest Review

Peer review:
Julia is a consummate professional with a breadth and depth of technical knowledge which is valued by clients and fellow advisers alike. She can be relied upon to get the job done in a highly professional way.
Mr Nick Latimer - Crowe UK LLP
17 Jun 2025

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Reviews

Peer review:
Julia is a consummate professional with a breadth and depth of technical knowledge which is valued by clients and fellow advisers alike. She can be relied upon to get the job done in a highly professional way.
Mr Nick Latimer - Crowe UK LLP
17 Jun 2025
Peer review:
Julia has the most important qualities when it comes to advice delivery - technical understanding, the ability to translate this to clients, and compassion. I cannot recommend her highly enough, and she is backed by a very able team.
Richard Dean - Crowe Financial Planning UK
17 Jun 2025
Peer review:
Julia is always a pleasure to work with. Her technical knowledge and her client service are excellent and I have no problems recommending her and her team to my clients.
Sue Daye - Crowe U.K. LLP
01 Aug 2022
Peer review:
Julia is attentive, knowledgeable and above all she listens to the client and provides top quality advice to all her clients. She has a breadth of understanding and this is backed up with an excellent team. She is my first thought when a client has a legal problem or issue.
John McGrath - Brown Shipley
24 Jun 2022
Peer review:
Always a pleasure to deal with Julia. A depth and breadth of knowledge that inspires confidence in my clients, and I have no hesitation in recommending her. A capable and levelheaded approach, helping clients understand even the most complex issues.
Adrian Yates - St. James's Place
21 Jun 2022
Private Client review:
Julia is a joy to work with due to her responsiveness, high standard of client card and technical excellence. A top lawyer for private client work.
Ruth Dooley - Hazlewoods LLP
18 Jun 2022
Private Client review:
Julia has a reputation for being technically excellent and, crucially, having the ability to deliver her advice in an understandable, clear and concise manner. Communicating in such an accessible way means Julia instantly builds trust with her clients. I have seen this lead to very long-standing client relationships, where families benefit from advice of the highest quality, delivered with clarity.
Mark Embley - Embley Investment Consulting
15 Jun 2022
Peer review:
Julia acts with great care and attention for our mutual clients.
Julia and her team are organised and follow through on tasks, in a timely manner.
Her communication skills are excellent, working to the clients agenda. Personally I like her confidence, combined with patience and compassion.
Happy to recommend Julia and the CRS team to any of my clients for to fulfil their goals and needs.
Brett Skipper - Partners Wealth Management LLP
15 Jun 2022
Peer review:
Julia is an exceptional private client lawyer.

Entirely client focused - commercial and pragmatic.

Julia wins the hearts and minds of her client - she instils the utmost confidence in them.

Julia is solution driven and every HNW/UHNW client should have her on speed dial.
Zahra Pabani - Irwin Mitchell
15 Jun 2022
Peer review:
Julia has excellent communication skills, delivers sometimes complex advice clearly and with empathy.
Helen Watson - Rothschild & Co
15 Jun 2022
Peer review:
I'm always happy to refer clients to Julia. She is efficient, personable and highly knowledgeable in a broad range of areas
Elliott O'Brien - LGT Wealth Management
15 Jun 2022
Peer review:
Very happy to be continuing to work with Julia, who remains one of my few very trusted legal contacts. She is fully versed and eminently capable in complex client scenarios - particularly when there are additional business considerations. Clients are happy, I am happy, hopefully Julia is also happy - and I can't see any reasons why this won't continue.
Anthony Flynn - Investec Wealth & Investment
13 Jun 2022
Peer review:
Always enjoy working alongside Julia. She has a very high knowledge level that she is able to communicate in a way that is understandable and practical. Clients are in safe hands
Helen Farley-Higgs - Brewin Dolphin
13 Jun 2022
Peer review:
I have worked with Julia over a number of years and have never been disappointed either with her advice or her response time - clients think she is really fantastic, and her personal touch is as valued as her deep technical knowledge.
Nick Latimer - Crowe
12 Jun 2022
Institutional Client review:
Julia provides high quality advice on complex issues in a clear way so that it is easy for clients to understand. She is approachable and easy to talk to.
Nicholas Smail - Hazlewoods LLP
10 Jun 2022
Institutional Client review:
I've always been impressed with Julia and would have no reservations introducing other clients to her.
James Morrell - Rothschild & Co
10 Jun 2022
Peer review:
Julia manages to balance communicating technical legal planning ideas in a way that is understandable to clients. They appreciate her advice and her wider observations in relation to the matter at hand. She is a real pleasure to deal with and I cannot recommend her highly enough.
Richard Dean - Crowe UK
10 Jun 2022
Institutional Client review:
Have huge respect for Julia and her team - very professional, timely and provide the ultimate bespoke service. Could not recommend more.
Peter Horton - Investec
09 Jun 2022
Peer review:
I have always found Julia to be extremely professional but with a friendly manner and explains everything to my clients in language they can understand. Would highly recommend.
Clive Trevor Griffiths - Premier Independent Investment UK Ltd
09 Jun 2022
Peer review:
I have worked with Julia on joint clients for over a decade now and she has a great depth of knowledge, a personal approach and is adept at handling sensitive issues. I have no hesitation recommending clients to her and her team for advice.
Andrew Davies - LGT Wealth Management LLP
09 Jun 2022
Peer review:
Excellent private client practitioner, approachable and strong technically.
Shaun Curtis - Deloitte LLP
09 Jun 2022
Peer review:
I have worked with Julia on mutual clients for many years. She is an excellent private client lawyer in every way; from client care to technical ability; from responsiveness to practical solutions; a true professional.
Ruth Dooley - Hazlewoods LLP
09 Jun 2022
Private Client review:
I have known Julia Cox and worked closely with her advising numerous HNW and UHNW private clients over 15 years years and she consistently offered my clients the most professional, and efficient service. The quality of her advice is always first rate and is she is highly technical and very responsive and efficient at keeping clients informed at all stages of advice. Julia has excellent interpersonal skills and communicates her advice clearly and without the usual legal jargon. Without doubt Julia one of the UK`s leading Private Client Lawyers.
Martin King - Tilney Group
09 Jun 2022
Peer review:
Julia is a fantastic lawyer and my go to for all technical queries. She is always willing to help and work together.
Alice Viles - Deloitte LLP
09 Jun 2022
Peer review:
I have worked with Julia as a fellow private client practitioner for some years and have always found her to be extremely professional, with excellent technical knowledge and an empathy for her clients, for whom she works diligently. Her reputation in this field is both outstanding and far-reaching. I wouldn't hesitate to recommend Julia to clients or fellow professionals.
Clare Young - Legal Studio
09 Jun 2022
Peer review:
Always love working with Julia. She is easy to work with and is professional and efficient. She is extremely knowledgable and informative. You know clients will be in safe hands because she really cares.
Kate Careswell - Camberleigh-Hay LLP
31 May 2022
Private Client review:
Julia and her team have a deep technical skills base but the way in which they deliver their advice in such a personal but professional way sets them aside from their peers. Julia is my go-to lawyer for any personal tax and estate planning and she is building an incredible team around her who share the same values and client focus.
Sheena Elizabeth Goodenough - CH-LLP
31 May 2022
Peer review:
Citywealth recommended
Dora - Seres
06 Aug 2019

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Commendations

Top 100 Private Client Lawyers 2021