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Carol Mason

Partner - Private Client

I am originally from Newcastle on Tyne and studied at Liverpool University where I obtained my LLB Honours degree. I attended Chester College of Law and qualified as a solicitor in 1984.

I was articled with Banks Kendall Taylor and Gorst in Liverpool which became part of Cuff Roberts ( a very old and well established practice). I became an equity partner in 1989 and took over as head of Private Client in 1990.

I remained as a partner with Cuff Roberts until they became part of Halliwells LLP in 2005. I was National Group Head of Private client from 2007 to 2010. I then transferred as a partner to another local Private client team before joining Morecrofts LLP in 2012.

I am  the head of the private client team. I am based in the Woolton office but act for clients both nationally and internationally.

I am a long standing member of the Society of Trust and Estate Practitioners and a member of the Probate Section of the Law Society. I am also a member of Liverpool Law Society.

I have many years experience of a wide range of private client matters and specialise in advising high net worth individuals and business owners on inheritance tax and family wealth matters.

I also undertake Probate and administration work on complex estate issues, Trusts and Wills and general tax planning. I act as a professional Trustee for many clients and as Trustee for a number of charities.

I have extensive knowledge of elderly client issues and also the formation of charities and have lectured on my own subject on regular occasions.

I am married to a solicitor and have two grown up children.

I am an active Soroptimist with Liverpool Soroptimists. I am secretary to the Board of  Trustees of the Liverpool Empire Theatre trust. To relax I like to read, play the piano, swim and spend time with my family. I am a trust member of the Liverpool Bluecoat School I also enjoy visiting the theatre on a regular basis and I am passionate about musical theatre and classical ballet.

Read Carols’ interview with The Law Society here, following our private client team’s win at the Law Society Excellence Awards.

Want to speak to Carol?

Call: 0151 236 8871 Email: Call: 0151 236 8871

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