Company
Position
Partner
Index
Tax & Trust Advisers
Tax & Offshore
Location
London
Advice type
Inheritance tax mitigation
Tax planning
Tax structuring
Asset Class
Trusts
Client type
Entrepreneurs
Families
HNW
Sector Focus
Accounting
Customer type
Tax adviser
Helen Jones
Spear’s Review
BDO tax partner Helen Jones prioritises client service above all else, and says that building relationships with her clients, as well as understanding their financial interests and long-term objectives, is essential to providing relevant planning opportunities.
These opportunities include inheritance and capital gains tax planning, as well as tax-efficient structuring for businesses and even private equity.
While her clients range from business owners and entrepreneurs to non-doms and international clients seeking tax advice on a number of issues, she is particularly known for her work in separation and divorce cases. Here she advises on the transfer of assets, inheritance tax post-divorce, tax reporting requirements, restructuring family wealth and expert witness reports.
Jones is a member of the Chartered Institute of Taxation and the Society of Trust and Estate Practitioners.
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