Helen specialises in inheritance tax planning and will planning, ensuring that individuals maximise their use of allowances as far as possible. Helen also undertakes lifetime planning using trusts for wealth preservation, school fees and asset protection. Helen undertakes detailed capital gains tax planning work, a significant amount of property tax planning work, as well as dealing with all private client tax matters.
Helen has worked for Francis Clark since 2000, joining straight from University with a degree in sociology and law. She is a qualified Chartered Accountant, Chartered Tax Adviser and Trusts and Estates Practitioner and was a nominee for ‘rising star’ at the Taxation Awards in 2014.