Julia Routen

Solicitor
Office:
  • Banbury
Phone:
01295 204012
Specialisms:
  • Wills & Probate
  • Trusts
  • Lasting Powers of Attorney
  • Julia read law at Warwick University and then went to College of Law in London, qualifying as a solicitor in 1984 and has practised exclusively in the above areas of work since then in Oxfordshire and Northamptonshire.
  • Julia joined Spratt Endicott at the end of 2014, and works in the Private Client department at the Banbury office.

Work highlights

  • Julia administers estates both large and small, and has recently administered the UK estate of a wealthy South African domiciled person including the corresponding UK Will trust.
  • Julia recently wound up a large and complex estate in 14 months.
  • She has acted in the annual administration of large trusts.
  • She has recently planned an Inheritance Tax mitigation scheme for a family, including re-arranging ownership of their realty.
  • As well as acting in complex matters Julia is very happy to give assistance in finalising very small estates and in the preparation of very simple Wills.

Professional memberships

  • Julia is a recommended lawyer in The Legal 500 UK 2017
  • Julia is a member of the Society of Trust and Estate Practitioners and of the Probate section of the Law Society.
UK_recommended_lawyer_2017

 

Case Studies

  • Court of Protection

    Julia has recently applied to the Court of Protection for the appointment of a Co-Deputy where the main Deputy has become frail and unwell. Julia has also given talks in conjunction with Age Concern.

  • Returns onassets - Estates and inheritance tax
    Julia has recently completed complex returns of assets where claims for unused percentages of nil rate bands, residence nil rate band and reduced rates of inheritance tax due to charitable giving were all required.
  • Estate Administration - discontinued Probate Registry
    Julia has drafted Court paperwork for consideration by a judge in a Chancery Probate Registry. This contained an application to dicontinue a Caveat entered at the Probate Registry by someone who wanted to block the administration of the estate.

 

Testimonials

  • "I have now used Spratt Endicott on three separate occasions, dealing with different departments and have always been fully satisfied with their expertise and efficiency."

    Ms O
    Towcester, Northamptonshire
  • "Julia has been exceptional with her responsiveness and legal support. Similar service from Terena and Lorelei in Brackley."

    Mr & Mrs B
    Northants
  • "I was very pleased with my recent service to write a new Will. and also for the service over previous years regarding my previous Will, caring for my house deeds and Will, and preparing power of attorney for my daughter."

    Mrs King
    Brackley

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