Toby Tallon

Areas of expertise

Personal direct tax; owner-manager tax issues; property taxes; UK tax implications for non-UK residents and non-UK domiciliaries.

Experience

Toby has over 20 years’ experience advising private clients. His focus is on helping entrepreneurs and family businesses with success and succession. His practice also includes high-net-worth individuals, landed and urban estates, clients with residency and domicile issues. Toby is a member of the ICAEW and the CIOT.

Notable achievements

• 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.

Professional qualifications/memberships

Member of the Institute of Chartered Accountants in England and Wales (ICAEW) and the Chartered Institute of Taxation (CIOT).