Company

BDO

Position

Partner

Index

Tax & Trust Advisers

Location

London

Advice type

Tax planning

Tax structuring

Inheritance tax mitigation

Asset Class

Trusts

Client Types

HNW

Entrepreneurs

Families

Sector Focus

Accounting

Business and Consumer Services

Customer Type

Tax adviser

Helen Jones

Spear's Review

BDO tax partner Helen Jones prioritises client service above all else. She ‘believes that building relationships with her clients, as well as understanding their financial interests and long-term objectives, is essential to providing relevant planning opportunities’. 

These ‘planning opportunities’ include inheritance and capital gains tax planning, tax-efficient structuring for businesses and even private equity. 

While her clients range from business owners and entrepreneurs to non-doms and international clients seeking tax advice on a number of issues, she is particularly known for her tax work in separation and divorce cases. As part of her matrimonial tax work, she advises on the transfer of assets, inheritance tax post-divorce, tax reporting requirements, restructuring family wealth and expert witness reports. 

Jones is a member of the Chartered Institute of Taxation and the Society of Trust and Estate Practitioners.

Rank: Top Recommended

Top Recommended 2023, Accountants & Tax Advisers

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