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 bill in inheritance tax 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.