Toby Harris Tax Consultancy
Toby Harris Tax Consultancy
Toby Harris Tax Consultancy
Toby Harris Tax Consultancy
Toby Harris Tax Consultancy
    CRT Harris LLB CTA TEP
    Chartered Tax Adviser
    Registered Trust & Estate Practitioner
    35 Constable Road, Norwich, NR4 6RW.
    VAT Registration Number 720 3144 85.
Tel: 01603 452376    
Fax: 01603 453393    
Email: tharris@talk21.com    
Toby Harris Tax Consultancy
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Ray & McLaughlin's Practical Inheritance Tax Planning
8th Edition


Purchasers of the above publication are free to download thefollowing forms for use in practice. The authors wish to refine and update these forms regularly and welcome comments and suggestions for improvement or simplification of the forms. Often the practitioner will decide, early in the interview, that the circumstances simply do not warrant as much detail as is set out below.

  1. Instructions for will or codicil
  2. Lasting power of attorney for Will/codicil client
  3. Notes for the practitioner when taking instructions
  4. Deed of variation: introductory notes
  5. Deed of variation: precedent
  6. Notes for the practitioner on variations
  7. Personal data sheet: introduction
  8. Personal data sheet
  9. Transferable nil rate band
  10. Instructions for estate planning