Toby Harris
Tax ConsultancyAward-winning tax specialists and trust managers
We are award-winning tax and trust specialists and trust managers who provide a discreet, efficient and highly effective service to private clients, family trusts and professional firms.
What we do
Family trust services
Are you confident that your family trust is being managed correctly? Are the accounts up to date? Are the trustees using all available exemptions and allowances? How good is your compliance with the current requirements as to registration? We have learned how to jump through official hoops, so that you don’t have to. Our expert management and trusteeship of family trusts can ensure that they are run efficiently and that all trustee duties and tax obligations are fulfilled. Learn more
Support for professional advisers
Not every professional firm has in-house tax advisers. The provincial firm of modest size is constantly at risk of losing valued clients where expertise on a difficult matter cannot be provided from its own resources. We can provide that advice in relation to Inheritance Tax, Capital Gains Tax and the routine taxation of trusts and estates, helping the professional firm to do a better job and to keep its clients.
Tax consultancy to private clients
Taxation can have a significant impact on your wealth, with knock-on effects such as serious anxiety about whether you and your family will have enough to live on. We can provide detailed, specialist tax planning to organise your assets in a tax-efficient way, including wills, trusts, estate planning and probate. Learn more
Who we are
Award winners
Toby Harris is the fee earner at Toby Harris Tax Consultancy. We are well regarded in the industry as experts in our chosen fields of taxation, trusts and estates. Back in September 2012 we won the prestigious title of Boutique Firm of the Year in STEP’s Private Client Awards 2012/13 (Society of Trust and Estate Practitioners).
Authors and lecturers
Iris was an author or contributing editor for several of Bloomsbury Professional’s market-leading publications on tax and trusts. She also lectured on the STEP Diploma course and the STEP Advanced Certificate in Will Preparation. Toby was an original author and examiner of part of both those courses and occasionally lectures on these subjects.
Top level advisors
Contact Toby by email or post and he will reply promptly to your enquiry.’
Our services
Tax consultancy to private clients
Specialist tax planning to organise your assets in a tax-efficient way, including wills, trusts, estate planning and probate.
Family trust services
Expert management and trusteeship of family trusts to ensure that they are run efficiently and that all trustee duties and tax obligations are fulfilled. Toby accepts individual appointment as trustee in appropriate circumstances.
Support for professional advisers
Taxation advice in relation to Inheritance Tax, Capital Gains Tax and the routine taxation of trusts and estates, with particular emphasis on succession planning for business owners and farmers.
Toby Harris
Tax Consultant
Biography
Toby Harris qualified as a solicitor in 1971 and for nearly 30 years practised as such in provincial firms in England, specialising in tax and trust work from about 1985. He established this practice in 1996 to help private individuals and their advisers with difficult cases.
He now practises, not as a solicitor, but as a Chartered Tax Adviser and Registered Trust and Estate Practitioner. He wrote the first five editions of ‘Business and Agricultural Property Relief’ (Bloomsbury Professional) and worked on many other titles for Bloomsbury and other publishers. He was the original author of, and examiner for, the STEP Diploma for England and Wales in the Taxation of Trusts and Estates. With Martyn Frost he created the STEP course that has become the STEP Advanced Course in Will Writing.
Toby’s practice has included high-profile cases on relief from taxation and high-level litigation in relation to the administration of estates. He is regularly asked to advise on the relief from Inheritance Tax available to businesses and farms.