Tobias entered the legal profession as a Paralegal in 2012 before qualifying as a Solicitor in 2017 and joining Birketts in April 2020. He is an Associate in our Private Client Advisory Team.
Tobias is based at our Cambridge office and is a member of the Society of Trust and Estate Practitioners (STEP).
Prior to joining Birketts Tobias gained experience in a wide range of private client matters, including drafting wills, tax planning, advising on business and agricultural reliefs, estate administration, creating and administering trusts, and lasting powers of attorney. Tobias has previously advised a broad range of clients including business owners, farming families and trustees, high net worth individuals, international clients and owners of landed estates. He has considerable experience of different family circumstances, including step families and estranged families.
Tobias has worked with owners of family businesses, preparing family constitutions and charters, advising on succession and inheritance tax, working alongside our Corporate Team to restructure shareholdings to pass economic value and/or dividend income to the next generation whilst preserving control with business founders, and assisting owners with managing relationships with (and expectations of) those family members not involved in the business.
Tobias has experience advising landowners on the inheritance tax, succession and trust aspects of land developments, often working collaboratively alongside accountants, land agents and other advisors involved in the project. He recently advised on the inheritance tax and trusts aspects of a major land development, including the surrender and re-grant of farm tenancies, creation of a new partnership and new trusts, variation of Wills and land-swaps with a family farming company.
Tobias has experience administering cross-border estates and advising foreign domiciled clients as well as British clients with foreign assets. He has advised clients on the UK legal and tax implications of foreign trusts and foreign inheritance contracts. Recent cases have involved assets and interests in the USA, Italy, France, Singapore, Jersey, Latvia and Australia.
As well as creating new trusts, Tobias has worked extensively with trustees of long-established family trusts, advising on trust variations, resettlements, tax events, winding up, removal of trustees and beneficiary rights. This has included trusts of landed estates, chattels trusts and business trusts as well as trusts holding more typical investments.