Partner

Fiona Taylor

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Profile

Fiona studied Law with French at Birmingham University and as part of her degree spent a year in Limoges, France.

Fiona trained at Warners and qualified as a solicitor in 1996, becoming an Associate in 2013 and partner in 2021.

She is also a member of STEP (Society of Trust and Estate Practitioners).

Her experience includes advising on a wide range of estates, especially complex estates with Inheritance Tax planning.

She also prepares and advises on all types of Wills and Powers of Attorney.

Fiona also administers many trusts both where Warners are trustees and also for lay trustees.

Working at one firm for her entire career has allowed Fiona to build long standing links with families and to advise them and subsequent generations of their families on their legal issues.

Whilst her main focus is on providing clients with legal advice, she always provides practical and clear advice, recognising that many executor clients are recently bereaved and daunted at dealing with complex legal issues so shortly after the death of a loved one.

Experience

  • Advising the executors of a multi-million pound estate with both UK and foreign assets, including advice on claims against the estate under the Inheritance (Provision for Family and Dependents) Act 1975.
  • Advising the trustees of a will trust on the termination of the trust following the death of the life tenant.
  • Ensuring HMRC accepted our claim for BPR on a multi-million pound estate interest in a South African business.
  • Preparing a Deed of Variation to redirect estate to intended beneficiaries when the deceased died unexpectedly and without having made a Will.
  • Administering estates with multiple charitable beneficiaries and ensuring the charities’ queries were answered throughout.

Recognition & Memberships

  • Full Member of the Society for Trust and Estate Practitioners (STEP)
  • Clerk to the Trustees of King Charles the Martyr Church, Tunbridge Wells
  • Legal 500 – Recommended Lawyer
  • Trustee of Tonbridge United Charity, which manages almshouses

Podcasts

In this episode, Fiona Taylor explains what probate is and the different approaches taken depending on whether the deceased has left a Will or if they have died intestate. She describes the various stages that are involved, from applying for probate to the distribution of the assets.

In this episode, Fiona Taylor talks about some of the common problems that she sees time and time again when she is administering estates. And ones that can cause quite a lot of headaches, but they are actually relatively easy to fix.

Caring and thoughtful

A very professional service. They are caring and thoughtful towards clients and explained the issues and options clearly. Fiona Taylor was kind and professional in her work with my family after my father’s death. She was readily available and managed complicated family dynamics in a sensitive way.

A Recent Client
/ Legal 500

Aaccessible, engaged and helpful

Fiona Taylor has been very helpful and provided guidance through a long and complicated estate process. She has been accessible, engaged and helpful. Ultimately the process has been significantly eased through this positive engagement.

A Recent Client
/ Legal 500

I couldn’t fault Fiona

Her service, professionalism, knowledge and expertise made me feel very comfortable and very looked after.

Mrs W
/ Client Review
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