Helen is an Associate in the Tax & Trusts and Wills & Estates team.
Supporting clients with wills, inheritance tax planning, trust matters and powers of attorney, she works to firstly identify their wishes and needs, then look at their options to help identify the most pragmatic way of achieving them.
Working alongside clients’ other trusted advisors to identify the family’s intentions and options, she then assists the family to make the necessary arrangements that will ensure their wealth is protected and passed on as intended.
She also assists families to obtain Probate and help them to deal with the administration of estates, as smoothly and efficiently as possible. Prior to re-qualifying as a lawyer, she worked within the Probate Registry giving her an insight into the technicalities of the probate process which is of real benefit when supporting her clients through the process.
A full member of the Society of Trust and Estate Practitioners (STEP) and Solicitors for the Elderly (SFE), she spends time to get to know her clients, their families and their businesses which often results in her acting for different generations of the same family.
Her clients include high net worth individuals, business and property owners, trustees and executors/personal representatives of estates.
Examples of how Helen has supported clients include:
- ensuring the wills of a remarried widow and widower were set up so that their families have the opportunity to make use of all the inheritance tax allowances and transferable inheritance tax allowances (from their first spouses) that are available to their estates;
- preparing a side letter to accompany a will that has left out a family member, or that has made greater provision for one family member over another, to explain the reasons for that choice with a view to avoiding or mitigating any claim against the estate;
- dealing with complex applications to the Probate Registry, including a case that concerned a testator who left three valid wills, all three of which were proved; and
- putting in place Deeds of Variation within two years of a death, to leapfrog funds to the next generation for inheritance tax planning purposes.