Role & Experience

Fiona has extensive experience in advising HNWI and UHNWIs on UK tax matters. She works regularly with advisers in other jurisdictions to assist clients with overseas tax issues.

She is a specialist adviser to the globally wealthy, whether from a UK or overseas background, on a range of complex issues including:

  • UK residence for individuals under the UK’s Statutory Residence Test and pre-arrival planning
  • Tax issues arising on divorce for UK and overseas citizens, including expert witness reports to the High Court
  • Income and capital taxes for non-doms and structuring of their personal and business assets
  • Trusts and trust structuring, to protect valued assets
  • Estate and business planning for overseas citizens resident in the UK
  • Relocating to the UK and advice on UK taxation of consultancy or directorship roles for new arrivals
  • Tax consequences of ownership of UK property and through overseas structures including ATED and NRCGT reporting requirements
  • HMRC Enquiries

Fiona helps international high net worth individuals with tax planning for themselves and their families, and their onshore and offshore trusts and business interests. She has a special interest in dealing with taxation issues arising on divorce.

Her fluent Spanish and highly proficient French give her linguistic and cultural insights that allow her to provide specialist support when advising Hispanic and Francophone clients.

The UK now has the longest tax code in the world. Fiona explains opportunities, obligations and pitfalls in straightforward terms and give clear and practical advice that my clients can understand.

Qualifications

CTA (Personal Specialist Route)

ATT 

Series 7 (US Stock Exchange exams)      

SFA Registered Representative examinations

Career

Fiona joined Goodman Jones in October 2022.

She has over 20 years’ experience in Private Client Tax. 

Interests

Outside work, Fiona enjoys spending time with her husband, two children and their dog.   She is interested in fine wine, French and Spanish books, films and periodicals, skiing, tennis and attempting to train her dog!