Biography

Helen is a partner at RSM and looks after a range of high net worth individuals and owner managed business clients on all aspects of tax planning from structuring new business ventures to inheritance tax and succession issues.

One of her key specialist roles at RSM involves working closely with the corporate finance M&A team advising business entrepreneurs on planning strategies for an exit, and handling the tax issues during the sale process. She has many years’ experience of advising shareholders on transactions and understands the pressures and issues which arise. Through working closely with the CF team she ensures that the tax advice is responsive and commercial.

Helen previously worked at KPMG advising on transaction tax and issues affecting high net worth individuals. She contributes to weekly tax brief articles and also acts as a guest speaker at intermediary events and seminars.