Helen Bunker Partner, Divisional Director of Private Law
Helen is the Divisional Director for Private Law and is responsible for the delivery of private law services across Blake Morgan’s six offices.
Formerly Managing Partner of Piper Smith Watton LLP and head of PSW’s Private Client department,
Helen is a specialist Private Client lawyer who prides herself on the delivery of, often complex, technical information with sensitivity and understanding.
Main areas of practice
In addition to her management responsibilities, Helen advises on a wide range of private client issues. She specialises in tax and estate planning, with particular emphasis on clients with multi-jurisdictional assets and/or issues.
Helen acts for a broad spectrum of clients, both UK and non-UK domiciled. She advises private individuals, trustees and estates.
She enjoys long-standing relationships with her clients, assisting in the necessary changes during key life-stages. Helen is also keen to assist the next generation understand the importance of obtaining specialist advice for long-term life planning.
- On-going role advising the professional co-executors and trustees of the multi-million pound estate of a long-standing client with assets in at least six jurisdictions and across three continents.
- Acting as Executor in an estate with foreign assets and charitable and non-charitable UK and foreign beneficiaries and taking advantage of the 36% IHT rate.
- Running the affairs of a long-standing client on behalf of her Attorneys, following loss of capacity a number of years’ ago.
Initiated by Helen, PSW was the first London law firm to receive WIQS (Wills and Inheritance Quality Scheme) accreditation from the Law Society.
In Philip Hammond's first Autumn Statement, we await to see how he plans to shape the economy and tax system, whilst balancing the government's spending.
Morbid, yes, but essential for your peace of mind and reassuring for those left behind.
Any student will tell you there is nothing like an approaching deadline to focus the mind. Not many of us relish a deadline; yet many of us cannot seem to get things done without one.
Articles by Helen
Insight and advice on developments affecting private individuals
Welcome to this month's edition of Private Client Issues, Blake Morgan's monthly round-up of the topics you may find of interest.
Insight and advice on developments affecting private individuals. Welcome to this month's edition of Private Client Issues, Blake Morgan's monthly round-up of the topics you may find of interest.
Related Knowledge & Resources
On 10 August the Government published its response to a consultation on the taxation of termination payments. Lisa Wallis and Ruth Christy consider the Government's plans in more detail and their implications.
As property prices continue to soar across the UK, the dream of owning a home appears to be slipping away from a vast number of under 35’s. Unsurprisingly, the 'Bank of Mum and Dad' seems a very attractive option.
Rebecca Davies was just a few months old when she was involved in an horrific car accident that changed her life forever.
A guide to the reasons why it may not be desirable to leave assets directly to a beneficiary on your death.
On accepting a position as a trustee, a person must be aware of the duties imposed on him by the trust deed and by statute. The following is a non-exhaustive overview of the principal duties of a trustee.
The discretionary trust is a very flexible form of trust.