- Estate administration including life interest and discretionary trusts
- Administering foreign domiciled estates
- Re-sealing of Grants
- Dealing with intestate estates
- Inheritance tax agricultural and business relief claims
- Post death tax planning
- Independent Administration.
Advising personal representatives on how to reduce or eliminate capital gains tax (CGT) on the disposal of shares and the sale of property and assisting with CGT reporting on property disposals
Assisting in and successfully making a claim for gifts out of income to reduce inheritance tax
Investigating and claiming Nil Rate Bands and Residential Nil Rate Bands on behalf of personal representatives
Helping personal representatives with negotiations with the District Valuer in respect of realty
Dealing with high net worth clients with business elements and / or foreign elements
Guiding personal representatives in the administration of estates with a contentious aspect and / or where there are complex personalities and challenging family dynamics
Achievements & other appointments
Helen is a member of Solicitor’s for the Elderly and is a Dementia Friend.
Helen is listed as Citywealth Leader.
Helen obtained an LLB in Law from Hertfordshire University and completed her Legal Practice Course at Chelmsford Law School. Helen was admitted as a Solicitor in 2002.