Specialisms & expertise
- Probate and estate administration
- Dealing with intestate estates
- Inheritance tax agricultural and business property relief claims
- Post-death tax planning.
- Independent administration
Client stories & examples of work
- Assisting personal representatives to reduce or eliminate capital gains tax on the disposal of shares and the sale of property
- Advising on and successfully making a claim for gifts out of income to reduce inheritance tax
- Assisting personal representatives in negotiating with the District Valuer in respect of realty
- Guiding personal representatives in the administration of estates with a contentious element and/or where there are complex and challenging family dynamics
- Dealing with high net worth clients with business elements and/or foreign elements.
Types of client
Helen advises a broad range of clients from all walks of life including professional and non-professional individuals.
Achievements & other appointments
Helen is a member of Solicitors for the Elderly and is a Dementia Friend.
Profile
Helen attended Hertfordshire University, graduating in 1996. Helen qualified as a solicitor in August 2002. Since qualification, she has worked for highly regarded firms on the South East Coast. She joined Thomson Snell & Passmore in 2019 and has an all round experience in all areas of private client work.
Congratulations for sticking within the revised fees band! The timecard well illustrates how much work you and your colleagues have done as well as keeping the momentum going throughout the process, all under entirely new working conditions.
Client
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