Julie Morgan-Jones

Tax Adviser

Julie is a tax adviser in our Private Client team.

She works with the wider legal team in providing comprehensive tax solutions, linking income tax and capital gains tax strategies. She specialises in procedural and compliance aspects in relation to tax return preparation for individuals, trusts and estates.

Julie will deal with all queries raised by HM Revenue and Customs on behalf of clients.She also assists in advising clients in relation to share disposals for capital gains tax purposes, trust and estate wind-ups, and ad-hoc tax queries, including residency issues.

Areas of Expertise

Tax

Julie Morgan Jones

Make an Enquiry

From our offices we serve the whole of Scotland, as well as clients around the world with interests in Scotland. Please complete the form below, and a member of our team will be in touch shortly.

Morton Fraser MacRoberts LLP will use the information you provide to contact you about your inquiry. The information is confidential. For more information on our privacy practices please see our Privacy Notice