Mary McCutchan

Mary is a Solicitor specialising in estate planning, trusts and wills for high-net worth and complex families across South Wales and Southern England.

Mary is a member of the Society of Trust and Estate Practitioners (STEP)

Mary often works alongside other professionals such as financial advisers and accountants to ensure that clients are provided a holistic review, and by combining this with her background working as a probate specialist, Mary is able to support her clients at all stages of life.

How Mary can help you

• Advising on a succession plan for your family
• Preparing a Will 
• Advising on lifetime gifts
• Setting up trusts, during lifetime or on death
• Advising on inheritance tax and Capital Gains Tax and other related tax issues
• Advising on your residence and domicile status
• Preparing a Lasting Power of Attorney (LPA)
• Registering an LPA or Enduring Power of Attorney (EPA)

Experience

• Advising and dealing with personal injury trusts on behalf of trustees
• Assisting and providing advice to deputies dealing with complex trust assets
• Preparing wills for clients overseas with assets in multiple jurisdictions
• Advising and preparing Lasting Powers of Attorney for personal affairs and business affairs
• Dealing with the redirection of inheritance into trust for long term protection
• Preparing declarations of trust for property ownership