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Know Your Advisor - Private Client Partner Mary McCrorie

on Wednesday, 15 February 2017.

Mary specialises in helping individuals to structure their personal affairs by putting in place appropriate Wills, Powers of Attorney or setting up Trusts.

She also advises on inheritance tax planning, particularly for family business clients to ensure that there is consistency between want they to happen and what may happen post death.

What does your role involve on a day to day basis?

I spend a lot of my time meeting with clients at their home, places of work or at our offices to assist them with managing their personal affairs. I manage a team of eight lawyers and paralegals focusing on all aspects of private client work.

What do you do as part of the Family Business team at VWV?

I invest time forging links with appropriate professionals from other companies and organisations, including financial planners and banks who also specialise in advising family businesses. By developing these relationships with these trusted professionals, we are able to comprehensively review the needs of our family business clients and offer sound, professional and quality advice that addresses all of their private affairs.

How can you help family business clients?

I have experience of asking the difficult questions that help clients identify the issues which will arise in discussions about succession planning, both during the life time of our clients and also in dealing with their estates post death. It is important that all aspects of succession are considered in detail to ensure a smooth transition for the individual's successors. 

Tell us something not many people know about you?

I have recently taken up Nordic walking as something to do in my (limited) spare time. One day I would really like to walk the Camino de Santiag - realistically I might manage a couple of kilometres!

If you would like to find out how Mary can help your family business, please contact her directly on 0117 314 5368.



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