Mary joined the firm in 2014 and has been an Associate in Private Client since March 2018. Mary advises both individuals and trustees in relation to a broad range of private client matters.
Individuals: Mary advises high net worth individuals on their UK estate planning, focussing on ensuring that asset protective and tax efficient succession planning is put in place. Mary’s experience includes advising on appropriate Will structures and Powers of Attorney through to the formation of trusts, deeds of variation, family investment companies, farming partnerships and gifting.
Trustees / Beneficiaries: Mary has a wealth of experience advising trustees and beneficiaries in relation to ongoing trust administration, the exercise of trustee powers, the rights of beneficiaries, trustee duties, succession, ending the trust, extending the trust and other tax and practical matters.
- successful investors and entrepreneurs in relation to maximising business property relief from inheritance tax and in relation to pre-and post-sale planning;
- clients with antagonistic family members / former spouses and partners in relation to asset protection and safeguarding their estates from potential claims;
- trustees on the lawful exercise of their trustee powers and discretions, particularly where there are beneficiaries with conflicting interests; and
- beneficiaries who require advice on their rights under a trust and on obtaining information.
Mary establishes strong relationships with clients, working with their other professional advisers and other departments within the firm, for example Private Wealth Disputes and Corporate, to ensure their objectives are achieved.