Company
Position
Partner
Index
Tax Lawyers
Legal
Location
City of Bristol
Advice type
Legal - Tax, wills & trusts
Tax planning
Client type
HNW
Sector Focus
Legal Advisory Services
Helen Calcutt
Spear’s Review
A partner in Keystone Law’s tax team, Helen Calcutt has extensive experience in advising on a wide range of private client work. Supporting a client base of HNWs and their families, her advice predominantly focuses on lifetime tax planning, wills, lasting powers of attorney and probate matters. She also has a sizeable Court of Protection practice.
Notable successes include saving an estate a large inheritance tax (IHT) bill by arguing a capital gain rather than IHT liability with HMRC; successfully obtaining agricultural relief on a lifetime gift, delivering significant savings in IHT; and acting for a large estate with assets in England, Canada, Scotland and Spain and successfully claiming woodland relief.
Rank: Recommended
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