Helen Lewis is a Private Client Tax Director at Old Mill, based in Exeter. She provides specialist tax advice to high-net-worth individuals, owner-managed businesses and landed estates, helping clients navigate complex tax matters and make informed decisions about their wealth, assets and succession plans. Helen is also a member of the ICAEW Private Client Committee, where she contributes her expertise to discussions affecting the private client tax profession.
A Chartered Accountant (FCA), Chartered Tax Adviser (CTA) and qualified Trust and Estate Practitioner (TEP), Helen specialises in inheritance tax, trusts and estates, with extensive experience in capital gains tax and private client planning. She spent 23 years advising high-net-worth clients on trust planning, inheritance tax and capital gains tax, followed by three years at Tolley, where she wrote for Simon’s Taxes, Tolley Guidance and other specialist publications. Drawing on her extensive advisory experience and technical writing background, Helen provides clear, practical guidance on complex tax and estate planning matters.
