Fiona is an Associate in our Private Client team, based in Edinburgh.
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, 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.
Fiona holds the Chartered Insurance Institute’s Certificate in Financial Planning and has previously tutored on the Revenue Law course at Edinburgh University. She is also a Notary Public.
Areas of expertise:
Recipient of the Law Awards of Scotland Trainee Solicitor of the Year Award 2009