Helen is a Tax and Trusts specialist within Technical Connection and has been in the Financial Services industry for over 40 years. She has worked in various roles for Insurance Companies and Financial Advisers.
Prior to joining Technical Connection she worked for a major life company for 19 years in their technical department. Her roles include setting up and running their technical helpline and working as a tax and trust technical manager.
Helen’s key areas of expertise are trusts, IHT planning and taxation, she also has excellent presentational skills and an ability to translate complicated concepts into simple understandable terms. She is a member of STEP holding the TEP qualification along with the Advanced Financial Planning Certificate.
Job title
Tax & Trust Specialist - Technical Connection
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