Private Client Tax Services
Fiona joined the Private Client Tax Team in 2006 after training with a Big 4 firm in Leeds. Fiona has significant experience in providing tax advice to wealthy individuals and their families, including those with interests in owner managed businesses, to meet their financial and succession objectives.
Fiona has particular experience in Inheritance Tax and Capital Gains Tax planning, trusts and estate taxation. She also provides advice to clients with International tax issues, residency and domicile matters and offshore trusts.
Fiona is a member of the Chartered Institute of Taxation and the Society of Trust & Estate Practitioners, serving as a committee member of the STEP NI branch. Fiona has assisted in the teaching of the tax paper for the STEP NI Diploma in Trusts & Estates