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 advises international families 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 living trusts and life insurance trusts), US LLCs, and US retirement accounts.
Tobias also works in cross-border probate and administration of estates, 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
Pre-residency treaty advice on protecting US trust assets from UK inheritance tax, proposed new inheritance tax and FIG regime for remittance basis users, timing of disposals and double tax credits.
Advice on UK treatment of US revocable living trusts including those in California, New York, Maine, Colorado, and North Carolina.
Pre-liquidity event advice to trustees holding US trading business structure, including dual resident trust and corporate entities, US LLCs, treaty advice, transfer of assets abroad and offshore capital gains anti-avoidance codes.
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)
Member
Insights
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legal updateUS Irrevocable Life Insurance Trusts (ILITs) in the UK
Multiple Authors18 Oct 20247 min read34 -
legal updateUK Implications of US Revocable Trusts Part 2
Multiple Authors25 Jun 20249 min read88 -
legal updateNon-Dom reforms – the opportunities and risks for US clients
Multiple Authors18 Jun 20248 min read16