Mary Charles

Associate | Geneva


Secretary Samia Righi

Mary is an associate in the private client and tax team. 

She advises high net worth individuals on UK tax, cross-border estate planning and the creation of tax-efficient asset holding structures to bring their long-term succession planning goals to fruition. Mary focuses in particular on advising non-UK domiciliaries and regularly assists with the creation, restructuring and winding up of complex trust structures.  Mary also advises on UK tax compliance, beneficial ownership reporting and other regulatory matters.

Talks

  • Swiss Seminars Geneva and Zurich "Middle East Update – an overview of private client developments", April & May 2023

Admissions

  • England and Wales, 2016


Education

  • Durham University, BA Hons (Classics)


Languages

  • English

Memberships

  • Society of Estate and Trust Practitioners


Key dates

  • Year joined: 2016