After qualifying as a Chartered Accountant, Helen worked for many years advising Owner Managers of their business and personal tax liabilities, along with advising Charities how to minimise their tax liabilities and maximise the tax reliefs they were entitled to.

Helen assists both clients and executors with agreeing individual’s personal tax liabilities including the preparation and filing of self-assessment tax returns and repayment claims with HM Revenue & Customs.

Helen assists executors with computing the income and capital gains ta liabilities for periods of administration, preparation of the appropriate self-assessment tax returns and agreeing the figures with HMRC.

Accreditations & Memberships

  • Fellow – Institute of Chartered Accountants for England and Wales

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