Fiona is an experienced Chartered Tax Adviser and accountant, with more than twenty years’ experience in the industry.
She specialises in providing UK tax advice to a range of private clients including business owners, family offices, landed estates, trusts and partnerships.
Fiona acts for families with multi-generational wealth, trustees, entrepreneurs, landed estates and clients with an international profile.
Key experience
- Advising landed estate owners on structuring a diverse asset base and planning for succession,
- Providing advice to trustees on ongoing tax compliance, planning for capital tax events and structuring to meet the diverse needs of multiple beneficiaries,
- Assisting business owners who require clarity over their eligibility for tax reliefs and advising them on how to maximise their qualification for such reliefs,
- Providing support to multigenerational families who need guidance on asset protection and implementation of a plan for succession.
Interests
Fiona is married with three children. She lives in Yorkshire and enjoys spending time in the garden, the countryside or the hills of Yorkshire, Cumbria and Scotland.