Helen John

Areas of expertise

Income tax, capital gains tax, inheritance tax.

Experience

Helen advises individuals on all aspects of private client tax, succession and estate planning.

Her clients include high net worth individuals, their families and trusts, and Helen has looked after the tax affairs of families with both inherited and newly acquired wealth for over 20 years.  

Helen’s strengths lie in assisting and supporting her clients as they navigate their family challenges and successes, such as marriage, divorce and succession planning for the next generation. Helen’s discretion and sensitivity comes to the fore when dealing with these highly personal situations.

Notable achievements

• Acting as trusted advisor to a number of families
• Inheritance tax and capital gains tax planning for a significant and high-profile family estate
• Capital gains tax advice in relation to the sale of a large family home and availability of Principal Residence Relief
• Advice in relation to the setting up and ongoing reporting of a Vulnerable Persons Trust  
• Disclosure to HMRC in relation to an Inheritance Tax matter on overseas assets which was resolved successfully and with zero penalties applied
• Advice in relation to Entrepreneurs’ Relief and ways in which a family could maximise the relief in anticipation of the sale of a large family owned business
• Advice to a musician in relation to the sale of a back catalogue 

Professional qualifications/memberships

Helen is a member of the Chartered Institute of Taxation (CIOT) and Association of Taxation Technicians (ATT).