Fiona Dillon

Expertise Fiona Advises Experience Highlights Career History Testimonials

Partner

Private Client

+44 (0) 7468 431 265

Expertise

Fiona is a Wills, Trusts and Tax Partner with over 30 years’ experience in private client matters. Fiona is well respected for providing specialist advice in relation to Wills, Tax, Trusts, Probate, Lasting Powers of Attorney, Deeds of Variation and Inheritance Tax Planning.

Fiona is a leading expert in helping parents and carers of vulnerable and disabled individuals with planning for the future.

Since 2007, Fiona has presented Mencap’s in person Planning for the Future Seminars throughout the Northwest and since March 2020 she has also presented Mencap’s Online Planning for the Future Webinars.

Fiona is known for her simple way of explaining complicated subjects. She takes great pride in helping families plan for the future security of their loved one.

Fiona Advises

  • Parents and Carers of vulnerable and disabled individuals
  • Families and Individuals
  • Company Directors
  • Business Owners
  • Entrepreneurs
  • Executors, Administrators and Trustees
  • Medical Professionals
  • Sports Personalities
  • Entertainers
  • Firms of solicitors
  • Accountants
  • Independent Financial Advisers

Experience Highlights

  • Acting for families in relation to Wills and Estate Planning.
  • Advising parents/carers of vulnerable and disabled individuals as to the best way to structure their Wills and Trusts.
  • Acting for clients with businesses in relation to their wills and protection of lump sum death benefits payable under pensions and life policies.
  • Advising corporate clients in relation to their exit strategy.
  • Drafting deeds of variation to estates for those who died domiciled in United Arab Emirates, Switzerland, Germany and other jurisdictions.
  • Dealing with more complex probate matters, including resealing grants, deeds of rectification, extracting grants de bonis non and ad colligenda grants.
  • Advising on the creation and administration of trusts.
  • Creating and registering one of the first charitable incorporated organisations with the Charity Commission.
  • Advising on and drafting trusts to protect lump sum death benefits received from pensions and life assurance policies.
  • Providing national Common Professional Development training for Solicitors, ILEX and paralegals on the subject of Estate Planning; Business Property Relief and Agricultural Property Relief.
  • Providing a book review of Taxation of Charities by James Kessler published in Private Client Business (Sweet & Maxwell).
  • Appearing on BBC Northwest Tonight discussing the importance of Wills and Inheritance Tax Planning.
  • Appearing on Dune FM discussing how to protect your home and assets in relation to residential care fees.
  • Webinars

Career History

Previous Law Firms

  • Keoghs, Head of Private Client
  • Ricksons, Partner
  • Pannone, Partner
  • JMW, Partner
  • Birchall Blackburn Law, Partner

Professional Memberships

  • Member of STEP, the Society of Trust and Estate Practitioners
  • Member of the Law Society Private Client Section

Education

  • Admitted as a Lawyer and Commissioner for Oaths 1999
  • Admitted as a Solicitor in 2003

Expertise

Back to top

Fiona is a Wills, Trusts and Tax Partner with over 30 years’ experience in private client matters. Fiona is well respected for providing specialist advice in relation to Wills, Tax, Trusts, Probate, Lasting Powers of Attorney, Deeds of Variation and Inheritance Tax Planning.

Fiona is a leading expert in helping parents and carers of vulnerable and disabled individuals with planning for the future.

Since 2007, Fiona has presented Mencap’s in person Planning for the Future Seminars throughout the Northwest and since March 2020 she has also presented Mencap’s Online Planning for the Future Webinars.

Fiona is known for her simple way of explaining complicated subjects. She takes great pride in helping families plan for the future security of their loved one.

Fiona Advises

Back to top
  • Parents and Carers of vulnerable and disabled individuals
  • Families and Individuals
  • Company Directors
  • Business Owners
  • Entrepreneurs
  • Executors, Administrators and Trustees
  • Medical Professionals
  • Sports Personalities
  • Entertainers
  • Firms of solicitors
  • Accountants
  • Independent Financial Advisers

Experience Highlights

Back to top
  • Acting for families in relation to Wills and Estate Planning.
  • Advising parents/carers of vulnerable and disabled individuals as to the best way to structure their Wills and Trusts.
  • Acting for clients with businesses in relation to their wills and protection of lump sum death benefits payable under pensions and life policies.
  • Advising corporate clients in relation to their exit strategy.
  • Drafting deeds of variation to estates for those who died domiciled in United Arab Emirates, Switzerland, Germany and other jurisdictions.
  • Dealing with more complex probate matters, including resealing grants, deeds of rectification, extracting grants de bonis non and ad colligenda grants.
  • Advising on the creation and administration of trusts.
  • Creating and registering one of the first charitable incorporated organisations with the Charity Commission.
  • Advising on and drafting trusts to protect lump sum death benefits received from pensions and life assurance policies.
  • Providing national Common Professional Development training for Solicitors, ILEX and paralegals on the subject of Estate Planning; Business Property Relief and Agricultural Property Relief.
  • Providing a book review of Taxation of Charities by James Kessler published in Private Client Business (Sweet & Maxwell).
  • Appearing on BBC Northwest Tonight discussing the importance of Wills and Inheritance Tax Planning.
  • Appearing on Dune FM discussing how to protect your home and assets in relation to residential care fees.
  • Webinars

Career History

Back to top

Previous Law Firms

  • Keoghs, Head of Private Client
  • Ricksons, Partner
  • Pannone, Partner
  • JMW, Partner
  • Birchall Blackburn Law, Partner

Professional Memberships

  • Member of STEP, the Society of Trust and Estate Practitioners
  • Member of the Law Society Private Client Section

Education

  • Admitted as a Lawyer and Commissioner for Oaths 1999
  • Admitted as a Solicitor in 2003
Testimonials