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 clients on managing tax disputes and communications with HMRC.
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.
Fiona is listed by the 2021 Legal 500 guide as a next generation partner in the area of personal tax, trusts and probate, with clients noting that Fiona "stands heads above many of her peers with her exceptional tax knowledge and approachable style", she is a “standout partner”. She was hand-selected as "One to Watch" for the Global Elite Directory 2021, a list of the world's most respected lawyers advising UHNW clients as nominated by peers within the private wealth industry. Each year the list is narrowed down to just 250 from over 6,000 nominations.
Fiona joined MTG in August 2010 from PwC where she specialised in international private client tax, having qualified as a solicitor in September 2005.