Prior to joining Vantis, Mary was a private client Director at Smith & Williamson, focusing predominantly on Trusts and Estates and Inheritance Tax Planning.
Mary advises on all aspects of tax and administration for trusts and estates and beneficiaries, as well as offering Inheritance Tax planning advice. She has a wealth of practical experience in acting as a trustee and executor and in dealing with all the complex issues surrounding trusts, estates and powers of attorney. As well as being a Chartered Tax Adviser, Mary is also a Chartered Accountant.