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Julian Smith

BA(Hons) MA CTA TEP
Tax Partner

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About

Julian is a tax partner in the firm’s Poole office and is a private client specialist.

He provides advice on estate planning as well as the full range of personal taxes. He specialises in inheritance tax and capital gains tax planning, the tax efficient use of trust and providing UK tax advice to individuals who are not resident or not domiciled in the UK. Julian also has a particular interest in the tax efficient structuring of property interests.

Julian is a graduate of Coventry University and holds a master’s degree from the University of Delaware. Julian is a Chartered Tax Advisor and a Trust and Estate Practitioner. He is a former chairman of the Bournemouth branch of the Society of Trust and Estate Practitioners.

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