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Our Partners and senior staff have a wide experience all aspects of business, tax and succession planning. Find out more about our team and how to contact them here.
Specialist Tax Consultant FCCA CTA
Mary joined the firm in December 1990 following the acquisition of the Kings Lynn office of Coopers & Lybrand and became a tax manager in the practice. She became a Wheelers partner in 1994, but took the decision in early 2008 to step back from management of the business to concentrate on providing specialised tax advice as a consultant.
Tax is Mary’s forte, although her expertise extends to all aspects of advice for her clients. She advises both businesses and individuals on tax planning issues, including inheritance tax planning, succession planning, and business tax planning.
Mary qualified as a Chartered Certified Accountant in 1982 and became member of the Institute of Tax in 1986. She joined Wheelers in 1990 following the acquisition of the King’s Lynn office of Coopers & Lybrand and became a partner in 1994, but decided in 2008 to become a consultant in the firm to enable her to concentrate on providing specialised tax advice.
Mary specialises in working with small and medium sized businesses as well as tax planning for individuals.
A member of Soroptimist International of King’s Lynn for a number of years and more recently the President of the Club.