Helen has extensive experience in advising on a wide range of Private Client work. Her practice predominantly focuses on lifetime tax planning, simple and tax planning wills, lasting powers of attorney, and probate and trusts, including personal injury, other lifetime trusts and will trusts.
In addition, Helen has a sizeable Court of Protection practice acting as a professional deputy. She also advises lay clients on the deputyship process as well as statutory will applications.
- Advising on and drafting lifetime trusts and will trusts
- Advice to lay trustees in relation to their duties and the running of trusts on a day-to-day basis, which includes monitoring performance, submitting tax returns and drafting trust documents such as trustees’ resolutions, trust accounts and deeds of appointment and retirement
- Drafting personal injury trusts
- Cross-border estates and foreign wills (including dealing with questions of domicile for purposes of IHT in conjunction with accountants) and businesses (including advising on issues relating to BPR) and claiming woodland and agricultural relief
- Wills, both simple and complex
- Applications for, and contesting the application of, statutory wills
- Acting as a professional attorney for high-net-worth clients under lasting powers of attorney as well as advising lay clients in their role as attorney
- Acting as a professional deputy as well as advising lay clients in relation to their own appointment and their duties as deputy
- Saving an estate £60,000 in Inheritance Tax (IHT) by arguing a CGT rather than IHT liability with the Revenue
- Successfully obtaining agricultural relief on a lifetime gift, saving tens of thousands of pounds in IHT.
- Acting on behalf of a father who had been excluded from his son’s statutory will by the ex-wife and ensuring he was named as a beneficiary
- Making an ex-parte application for removal of a deputy and being appointed as an interim deputy
- Acting in an estate with assets in England, Canada, Scotland and Spain and claiming Woodland Relief
- Acting as a court-appointed executor after the removal of a professional executor for charitable beneficiaries including those in the US
Please note: The experience list above may include examples of work completed prior to joining Keystone Law.
Helen is a member of the Honourable Society of the Middle Temple and a full member of the Society for Trust and Estates Practitioners (STEP).
Helen qualified as a solicitor in 2011. Prior to joining Keystone Law in 2018, she worked at Metcalfe Solicitors.