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Helen Stewart

Partner, Head of Probate

Specialism: Lawyers Non-contentious Trusts Tax Estate Planning

Company: Thomson Snell & Passmore

Location: Tunbridge Wells, England

Citywealth rating

3
Average: 3 (2 votes)
Fee Level:
3
Average: 3 (2 votes)
Quality of Advice
3
Average: 3 (2 votes)
Communications Skills
3
Average: 3 (2 votes)
Interpersonal Skills
3
Average: 3 (2 votes)
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Peer review:

Helen is a fantastic lawyer.

15 Feb 2018

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2017 

Helen Stewart currently has no Citywealth award

Average client size: Under £5 million

Fixed fee offering: Yes - We offer a fixed fee service for trusts, LPA, probate and wills, we have a criteria to help clients and prospects to determine if they need a standard or advisory service for estate and tax planning advice

Thomson Snell & Passmore

Number of offices globally: 1-5

Helen Stewart currently has no contact details

Peer review:

Helen is a fantastic lawyer.

15 Feb 2018

Start Ratings
Written Review
Your Details
If ticked your name and company will not be shown under your review of this person. However, entering your details is essential, as we will not publish any review we cannot verify. Please note you are not allowed to rate or review individuals who work for the same company as yourself.

Your personal data is used for internal purposes only and is never sold or shared. For any enquiries, please email assistant editor Karen Jones at kjones@citywealthmag.com

Helen Stewart currently has no reviews

Helen is leading in the administration of a cross-border and multimillion pound estate, which has multiple assets in England, Scotland and Portugal.
Following a challenge to the will, Helen has been acting as the independent administrator, working closely alongside the Contentious Probate team at Thomson Snell & Passmore and collaborating with other law firms to carefully administer this valuable estate.

The client died in his early seventies. In his lifetime, he remarried and left three children from his first marriage. The estate was worth several million pounds.

There was no nil rate band available and the will provided for a life interest trust in residue with powers of appointment. There was also a side letter of wishes outlining the deceased’s intentions as to the possible devolution of the estate should it be restructured.

Extensive remodelling took place to firstly enable a significant pot of money to be made available to the widow, some smaller legacies to be made to friends and charities, creation of a discretionary trust for a vulnerable adult child and large payments to be made to the other children.

The strategy adopted ensured that the adult children were able to receive their inheritance in a tax efficient manner by channelling the monies through the life interest trust.