Helen is a Partner within the London Tax Group with over 20 years’ experience in both personal and corporate tax. Helen’s focus is dealing with wealth individuals as well as entrepreneurs and their businesses. This work includes advising the immediate family and related trusts, companies or partnerships. Helen specialises in providing capital gains and inheritance tax planning, tax efficient structuring of business ventures, extraction of cash and exit strategies and private equity for executives.
Our Entrepreneurial team works with individuals, their families, their businesses, investments and related entities at different stages of wealth creation. The team has a particular focus on wealth structuring, with experience and expertise in tackling complex issues such as how to hold investments, the control of assets and succession planning, through to coordinating and processing personal tax returns.
We work for business owners, investors and stakeholders, private equity and other funds, trustees and directors, including directors of family vehicles, FCA registered advisers and executives. With every individual or family having different requirements we provide tailored tax solutions to match the objectives of our clients, helping them to protect and maximise their wealth. We also work actively with advisers to private clients, working with trust companies, family offices, private banks, lawyers and existing accountants to offer an integrated approach to tax planning.
BDO plays a leading role in the private equity sector, advising investors, executives and management teams on private equity funds and transactions relating to PE backed companies. We work to ensure we fully understand the commercial aims at a fund level as well as personal and family objectives. We have a significant experience of advising private equity investors, executives and funds, whose affairs are complex, multi-jurisdictional and often involve trusts (both in the UK and offshore), and will deliver bespoke advice.