Julie Westra Joins the Private Client Advisory Team

Posted On: 10 Sep 2021

Private client tax professional Julie Westra has joined Lancaster Knox, in the role of Manager within their Private Client Advisory Practice. This latest appointment will expand the firm’s private client presence and demonstrates their commitment to this sector.

Julie joins Lancaster Knox from Big Four firm, Deloitte, where she spent over 10 years providing private client tax advice to high-net-worth individuals and their families. She is both Association of Tax Technicians (“ATT”) and Chartered Tax Advisor (“CTA”) qualified.

Commenting on her appointment, Julie said: “I am excited to join the Lancaster Knox team and offer support and advice to clients on a wide range of private client topics, including offshore matters. I very much look forward to helping to further develop the private client offering.”

Welcoming the new appointment, James Heathcote, who heads up the Private Client Advisory Practice, added: “Julie brings a wealth of experience advising a wide range of clients, and her appointment demonstrates our ongoing commitment to providing best-in-class service and technical excellence.”

Julie’s background and career highlights can be read here.