Helena is an experienced private client solicitor who qualified in the city in 2016 and went on to practise in Mayfair before joining BBS Law (now Orwins).

Helena's practice spans Wills and trusts, inheritance tax and succession planning, probate, post-death tax planning arrangements including deeds of variation, Lasting Powers of Attorney, and Court of Protection deputyship applications.

Helena is a member of the Society of Trusts and Estates Practitioners (STEP). She takes a measured and practical approach to often sensitive personal matters, and her clients benefit from advice that is both technically precise and easy to understand.

Experience

Setting up a lifetime discretionary trust into which a client could settle some of his private company shares up to the value of his nil rate band. This was with a view to reducing the overall estate and being able to claim discounts for minority shareholdings in due course

Advising the trustees of a life interest trust on an application to remove one of their fellow trustees who had lost capacity, but was also the life tenant of the trust

Preparing a deed of variation for an estate where the deceased had made considerable lifetime gifts to his children, which far exceeded the available nil rate bands. Although the children had each received the same total amount, the order of the gifts belied their father's intended equal treatment. The deed of variation, put in place at their request as residuary beneficiaries, transferred the burden of the tax to the Estate such that the children (as residuary beneficiaries) would bear the tax equally.