Bio
Helena is a Private Client Senior Associate.
Helena supports clients with all types of private client work including the preparation of wills (including trust wills), the preparation and registration of Lasting Powers of Attorney, the registration of Enduring Powers of Attorney, making property and financial affairs deputyship applications, the creation and administration of trusts, obtaining Grants of Representation, dealing with all aspects of estate administration, advice relating to lifetime gifting and Inheritance Tax planning, and preparing Deeds of Variation.
She works with a variety of clients including individuals, couples, families, business owners, farmers, lay and professional trustees, and lay and professional executors and administrators, including those navigating bereavement.
Helena is a member of the Society of Trust and Estate Practitioners (STEP).
Examples of Helena’s work include:
- Assisting trustees in the termination of a trust to support the family’s overall objectives and Inheritance Tax planning.
- Providing ongoing advice on the administration of a high-value personal injury trust to the professional trustees of the trust.
- Advising clients on the most appropriate structure for their will(s) depending on their assets and their personal circumstances, including incorporating trust structures where appropriate to provide flexibility and protection.