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Mary Hase - Director.

“In advising clients around the tax implications of wills, it’s just as much personal as it is technical. I’m a confidante to my clients, making sure they’re aware of the practical and personal impacts that the proposals can have on their lives and loved ones” 

Mary joined Buzzacott in 2010 and is a Director in the Private Client team.

Mary specialises in providing accountancy and taxation advice to testators, trustees and executors, and their beneficiaries to a varied portfolio of personal tax, trust and estate clients and acts as executor and trustee. In advising clients on making their wills, Mary deals with the family side as well as the inheritance tax planning. She also advises on powers of attorney and acts as attorney and deputy for the Court of Protection. As well providing technical tax advice, Mary is also able to assist clients on the practical aspects of running trusts and dealing with HMRC.

Mary started training as a lawyer but switched to accountancy qualifying as a Chartered Accountant and then a Chartered Tax Advisor.  

Prior to joining Buzzacott, Mary was a partner in accountancy firm Smith & Williamson.

Outside of work, Mary likes to take advantage of London’s museums and galleries. She also enjoys reading, walking, gardening and discussing philosophical issues with family and friends.

 

You might also be interested in… Wills and estate planning.

When you die without a will (known as dying intestate) your loved ones may run into inheritance tax wrangles, family politics and various issues they probably won’t be in a mindset to manage. And leaving an out-of-date will could mean your assets won’t go where you want them to.

Prepare for the best – and the worst

If you’re thinking about retirement and safeguarding wealth for your family’s future, work with us to write a will that’s flexible enough to deal with changes in circumstance. Then you can feel confident your wishes will be met.