Fiona Lewsey

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I specialise in estate and tax planning for professionals and business owners based in the UK and for people living abroad with assets in the UK. My particular focus is on advising partners at the Big Four accountancy firms and partners at the leading law firms.

I am experienced in advising on complex estates, many of which include assets in numerous jurisdictions. My expertise includes formulating tax-efficient strategies to protect worldwide estates and ensure smooth succession to future generations. The structures are clear and tailored to your particular aspirations, with flexibility built in where desired to allow for a change in circumstances.

My approach is to gain a detailed understanding of your requirements and evolving situation so that I can proactively advise you on how to best achieve your objectives. I will work alongside your other strategic advisers and foreign lawyers (where relevant) to ensure a harmonised approach. I am understanding, efficient and committed to going the extra mile to exceed expectations.

Fiona is listed in the Legal 500 as Rising star 2023. ‘Fiona Lewsey is technically very strong, with excellent communication skills.’ ‘Fiona Lewsey is a fantastic lawyer, and also a pleasure to work with. Her knowledge of the relevant law is excellent, she explains technical material very clearly, and she has a real empathy for me and my family.’

I will provide you with pragmatic advice and bespoke solutions to achieve your estate planning objectives.

I will help you structure and preserve your estate so that the people you wish to benefit from your wealth do so in a way that you are comfortable with and in a tax-efficient manner (where tax efficacy is an aim). If you need assistance with estate administration after a death, I will ensure that the process moves smoothly for you in a practical yet compassionate way.

I advise on all aspects of estate and succession planning, probates and the creation of trusts including:

Succession and tax planning, including wealth preservation and asset protection
Wills – find out more here.
Trust creation and administration
Coordinating estate planning across multiple jurisdictions
Strategies for dealing with business assets, including flexible succession and tax-efficiency
Estate administration (“probate”) and post-death variations
Resealing foreign grants of probate for UK assets
Mental capacity issues and powers of attorney

I joined Taylor Vinters as a trainee in 2009 straight from BPP Law School. Prior to that, I read History at Edinburgh University. I qualified into the Entrepreneurial Wealth Team in 2011.

In my free time, I enjoy being outdoors with my family. I also love to ski, sail and bake.