Mai Lewis
Solicitor
What is your role and area of expertise?
I deal with the preparation of wills (ranging from straightforward wills to dealing with more complex matters, such as the use of trusts for asset protection, or to protect vulnerable beneficiaries; and advice on inheritance tax planning).I also advise on the preparation and registration of Lasting Powers of Attorney; and the administration of all estates (including estates subject to inheritance tax).
How do you approach working with clients?
When working with clients, I strive to understand their needs and guide them through the process to ensure that their objectives have been met.
What’s a standout achievement in your career?
The standout achievement to date is completing the Society of Trusts and Estate Practitioners (STEP) Diploma in Trusts and Estates.
How do you incorporate Cullimore Dutton’s values?
I pride myself on collaborating with my colleagues and other advisers to ensure that I am providing the most comprehensive advice to my clients, whilst ensuring simple, straightforward solutions.
What do you enjoy outside of work?
I enjoy keeping active through attempting yoga or hiking in the Welsh mountains