Fiona Poole Partner
Fiona specialises in complex estate and succession planning for her clients’ personal and business assets in multiple jurisdictions and international trust issues for high net worth individuals.
In addition to being a private client lawyer, Fiona is dual qualified as a Chartered Tax Adviser.
Fiona has an in-depth understanding of the personal tax needs of her high net worth clients. She has a great deal of experience in working with families with complex asset-holding structures and diverse tax profiles. Her expertise includes succession strategies for global assets, assisting families with inter-generational discussions and the composition of family constitutions, residence and domicile issues, estate planning for both UK and international entrepreneurs, UK taxation of non-UK trusts, their settlors and beneficiaries, tax efficient structuring of UK property transactions, pre-immigration tax planning, English Wills and Lasting Powers of Attorney.
Fiona also advises charities and philanthropists on the establishment, regulation and operation of UK charities and the tax benefits of charitable giving.
In addition to private individuals and charities Fiona advises individual and corporate trustees, private banks and family offices.
Fiona regularly speaks on a variety of private client topics including the taxation of non-UK trusts, UK residential property taxes, inheritance tax and the UK’s transparency initiatives including the beneficial ownership registers for Trusts, UK companies and the proposed register for overseas companies owning UK real estate. Fiona sits on the Chartered Institute of Taxation’s Education Committee.
In 2019, Fiona was named as a member of the "Private Client Global Elite - Ones to Watch" by Legal Week. She is listed by the 2020 Legal 500 guide as a key lawyer in the area of personal tax, trusts and probate, with clients noting that "notwithstanding her high level of expertise Fiona Poole is hugely approachable".
Fiona joined MTG in August 2010 from PwC where she specialised in international private client tax, having qualified as a solicitor in September 2005.