Helen is a Chartered Accountant working within the Private Client team to assist other team members on taxation matters.
Helen also assists other teams where taxation is believed to be an issue. For example, she often works with the Residential Property team by assisting with the computation of capital gains tax arising from the sale of properties and the reporting of letting income that has been previously undisclosed to HM Revenue & Customs.
Areas of Expertise
After receiving advice from the Department of Work and Pensions that a deceased client’s State Pension had been significantly underpaid for several years, obtaining agreement from HM Revenue & Customs to allocate the pension to the year in which it should have been paid, this saving the beneficiaries a significant income tax liability.
Away from the office
Helen lives with her husband and daughter in Poole, and enjoys all types of needlework and sewing as well as acting as Treasurer for her daughter’s School Parent Teacher Association.