Fiona Poole

Office Location

United Kingdom

Professional Biography

Fiona Poole is a partner in MTG’s Private Wealth team, with UK and international HNW clients benefiting from her in-depth personal tax expertise. Fiona specialises in complex estate and succession planning for her clients’ personal and business assets in multiple jurisdictions and international trust issues for high net worth individuals. She has extensive experience in working with families with complex asset-holding structures and diverse tax profiles. In addition to being a private client lawyer, Fiona is dual qualified as a Chartered Tax Adviser. Fiona regularly speaks on a variety of private client topics including the taxation of non-UK trusts, UK residential property taxes, inheritance tax and the UK’s transparency initiatives including the beneficial ownership registers for Trusts, UK companies and the proposed register for overseas companies owning UK real estate. Fiona sits on the Chartered Institute of Taxation’s Education Committee.

What is your favorite restaurant to take a client or colleague to?

I love a view of the London skyline, so if a restaurant ticks that box it's on my list. However, it's not about me! Having once taken a client to the Shard for dinner, whilst we took in the view from the 33rd floor he gently informed me he had a severe fear of heights. So now I ask what *their* favourite restaurant is.

What is the best piece of advice you have ever received?

Don’t ruminate about the past or worry about the future…but that doesn’t mean you can’t plan!

What was your first job?

Croupier

What is the book you recommend to everyone?

The Daily Stoic

What changes do you expect to see in your practice over the next year?

At the time of writing it seems difficult to predict what could happen in the next few months let alone the next year. My practice is heavily focussed on UK tax and the global mobility of my clients. What with geopolitical turmoil, huge currency fluctuations, a continued boom in areas like FinTech and Real Estate and major changes to UK tax, I don’t expect it will be a quiet time ahead. What I would like to see is the re-introduction of the investor visa (or similar) to increase migration and investment into the UK but who knows….

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