Helen Bunker Partner, Divisional Director of Private Law

Photograph of Helen Bunker

Contact Details

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.

Clients

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.

Significant experience

  • 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.

Other expertise

Initiated by Helen, PSW was the first London law firm to receive WIQS (Wills and Inheritance Quality Scheme) accreditation from the Law Society.

Expertise

Helen’s Blog

Autumn Statement 2016: Will our wishes come true for private clients?

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.

Thinking about funeral wishes

Morbid, yes, but essential for your peace of mind and reassuring for those left behind.

Tax return deadline met? What next…

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

Private Client Issues - April 2017

News

Welcome to this month's edition of Private Client Issues, Blake Morgan's monthly round-up of the topics you may find of interest.

Private Client Issues - March 2017

Article

Insight and advice on developments affecting private individuals

Private Client Issues - February 2017

News

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

Termination Payments: The end

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.

Could helping my child to buy a home financially benefit us both?

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.

Taking responsibility...helping lives

Rebecca Davies was just a few months old when she was involved in an horrific car accident that changed her life forever.

Client Guide: Use of Discretionary Trusts

A guide to the reasons why it may not be desirable to leave assets directly to a beneficiary on your death.

Client Guide: Principal Duties of a Trustee

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.

Client Guide: Discretionary Trusts

The discretionary trust is a very flexible form of trust.