Agnes MallonPartner, Private Client and Tax
Agnes advises on a wide range of personal, legal and tax issues including wills, trusts, inheritance tax and all other aspects of wealth preservation.
She has specialist knowledge of more complex and contentious executries/trusts and also has extensive experience in the administration of complex estates with international issues.
Agnes often advises families with complicated affairs and she has a keen interest in succession planning for family businesses. She works with other teams within the firm on these and other matters.
She is involved in driving forward relationships with a range of banks, financial advisers and accountants, and regularly gives presentations to intermediaries and the public. She strongly believes that working closely with other advisors achieves the best results.
With over 20 years’ experience and, having worked not only in private practice, but in-house within a major bank, Agnes has the depth and breadth of skills and knowledge to deliver an outstanding service for her clients.
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Memberships and accreditations
Member of the WS Society