Individuals & Families Expertise

Fiona undertakes a wide variety of private client work providing advice to individuals and their families, with a particular focus on asset protection and charity law.

She advises clients on all areas of estate planning. This includes providing practical, tailored advice on the use and creation of tax efficient wills, the administration of complex estates, inheritance tax planning, the creation and management of trusts, powers of attorney and issues arising under the Adults with Incapacity legislation. 

Fiona has a keen interest in charity law and is a member of Morton Fraser’s thriving Third Sector team, with her particular expertise focusing on advising charitable trusts and setting up new charities with the Office of the Scottish Charity Regulator. Fiona currently manages our Third Sector Linkedin Group - if you would like to join this group please drop her an email.