Areas of expertise
Personal direct tax; owner-manager tax issues; property taxes; UK tax implications for non-UK residents and non-UK domiciliaries.
Toby has over 10 years’ experience in private client taxation. He has a varied client base including high-net-worth individuals, landed and urban estates, owner-managed businesses, entrepreneurs, non-domiciled individuals and clients with residency and property issues. Toby is a member of Smith & Williamson’s Non-Dom, Property and Entrepreneur sector groups.
- Succession planning and private equity restructuring projects for family groups including family trusts and a family company with a combined wealth of over £250m.
- Advising non-UK domiciled clients about their UK tax residence status and protecting their family’s wealth for future generations.
- Toby presents to clients at the firm’s annual Budget seminar.
Member of the Institute of Chartered Accountants in England and Wales (ICAEW) and the Chartered Institute of Taxation (CIOT).