Fiona Wilson

As the head of the private client department, Fiona’s work covers a diverse range of legal services catering for the needs of individual private clients and their families on a personal level. This typically includes all advice relating to wills and estate tax planning, including the provision of sensitive and effective guidance with regard to the administration of estates. Fiona also provides assistance where a family dispute has arisen, and practical advice in connection with the future management of financial affairs, which includes the preparation of property, affairs and personal welfare lasting powers of attorney.

Another important area of her work, as part of the firm’s third sector team, is to give advice in the legacy field. Fiona has acted for a number of years for a large number of national charities including NHS trusts.

Fiona takes a deep personal interest in all of her clients and considers herself fortunate to have gained many by frequent referrals from existing clients and other professional connections.

Main areas of expertise

• will/estate construction issues
• administration and creation of powers of attorney
• probate
• trusts and tax planning
• tax planning
• legacy work

The clients she works with

• all private individuals including, but not exclusively, professionals, eg doctors, dentists, lawyers, accountants
• accountancy firms
• law firms (particularly outside the jurisdiction)
• financial institutions
• the Bar
• large and small charities
• NHS trusts in respect of their charitable trust funds
• Royal colleges

Professional membership

• The Law Society
• Law Society Private Client Section
• Charity Law Association
• Past chair and former committee member of STEP (Society of Trust and Estate Practitioners) London Central Branch and Charities Special Interest Group