Tobias is a Senior Associate in our Private Client Advisory Team and a member of our International Private Client Team and US/UK Private Client Services Team.
Tobias’ clients include international families, trustees and family offices. He advises on cross-border trusts, tax and succession planning, including UK tax treatment of offshore trusts and companies with UK resident beneficiaries or participators.
Tobias has a particular specialism in advising US-connected clients on US/UK estate planning, wills, estate taxes, pre-residency planning, and UK treatment of US trusts (including both revocable and irrevocable trusts and life insurance trusts), US LLCs, and US retirement accounts.
Tobias also provides expert cross-border advice in probate and succession matters, especially those with US or EU connections (including advice on the European Succession Regulation) and provides expert English law advice to assist foreign probate courts.
Click here to view Tobias’ LinkedIn profile.
Recent work highlights
Advice on double tax exposure for US trusts with UK beneficiaries, including flipping US grantor/non-grantor tax treatment, pre-UK-residency planning, UK transfer-of-assets abroad code and motive defence, and sheltering US trust assets from UK inheritance tax.
Tax advice in rectifying a historic “trust mistake” matter including complex multi-million dollar structures in US, UK, Guernsey and Singapore, including advice on US LLC structures.
UK/US tax planning including US revocable living trusts (such as California, New York, Maine, Colorado, Michigan and North Carolina), IRA withdrawals and rollovers, US 529 Plans, and treaty claims.
Experience & education
2020 Joined Birketts LLP
2017 Qualified as solicitor
2015 – 2020 Hewitsons LLP
2012 – 2015 Paralegal at LGSS Law Ltd
2007 – 2010 Law M.A.(Hons) Christs College, University of Cambridge
Areas of Expertise
Accreditations
Society of Trust and Estate Practitioners (STEP)
Full member
Insights
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US Irrevocable Life Insurance Trusts (ILITs) in the UKlegal updateUS Irrevocable Life Insurance Trusts (ILITs) in the UK
Multiple Authors18 Oct 20247 min read548 -
UK Implications of US Revocable Trusts Part 2legal updateUK Implications of US Revocable Trusts Part 2
Multiple Authors25 Jun 20249 min read1149 -
Non-Dom reforms – the opportunities and risks for US clientslegal updateNon-Dom reforms – the opportunities and risks for US clients
Multiple Authors18 Jun 20248 min read296
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Overseas holiday homes and the expected April 2025 IHT changeslegal updateOverseas holiday homes and the expected April 2025 IHT changes
Multiple Authors9 May 20244 min read365 -
Taxation of non-doms under a Labour governmentlegal updateTaxation of non-doms under a Labour government
Multiple Authors12 Apr 20246 min read61
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Reform of the European Succession Regulationlegal updateReform of the European Succession Regulation
Multiple Authors22 Mar 20246 min read151
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Capital Gains Tax planning for the main home: considerations for US persons in the UKlegal updateCapital Gains Tax planning for the main home: considerations for US persons in the UK
Multiple Authors1 Feb 20245 min read1062 -
Capital Gains Tax on divorce – worrying gaps in the new rules for deferred sale arrangementslegal updateCapital Gains Tax on divorce – worrying gaps in the new rules for deferred sale arrangements
Tobias Gleed-Owen15 Jan 20249 min read1445
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The EU Succession Regulation: a UK perspectivelegal updateThe EU Succession Regulation: a UK perspective
Multiple Authors13 Oct 20236 min read974
