Helen Barnett

Associate

Private Client




T: +44 (0)20 7406 1649
hbarnett@wedlakebell.com



Expertise

Helen advises on the administration of complex estates, often with a cross border element.  She prepares Wills for clients, many of whom have assets in other jurisdictions, ensuring that the Will is drafted to achieve the client’s aims in a tax efficient way. Helen also advises clients on lifetime inheritance tax planning, including creating new trusts and appointing assets out of existing trusts. She has a particular interest in mental capacity issues, and advises on powers of attorney and Court of Protection matters.


Recent Experience

  • Advising the executor of a 22 million pound estate; liaising with HMRC to maximise inheritance tax reliefs and exemptions for the estate.
  • Advising a client on the preparation of a new Will where the client held assets in several jurisdictions.
  • Attending a secure facility to take instructions for Lasting Powers of Attorney for a client with severe paranoid schizophrenia, having obtained a suitable expert opinion on the client’s capacity to give those instructions.

Career History

Helen joined Wedlake Bell in October 2018. She trained at Bircham Dyson Bell, and qualified as a solicitor there in 2011.

Helen has a degree in History from Cambridge University, she completed the Graduate Diploma in Law and the Legal Practice Course at BPP.

Helen is a member of STEP, having completed the STEP Diploma in Trusts and Estates (England & Wales) in 2014.


Endorsements

  • Eprivateclient ‘Top 35 under 35’ winner – 2014
  • Citywealth ‘Top 100 Future Leaders’ – 2016

Insights

Principal Private Residence Relief – Consultation on Changes