Toby Harris

Tax Consultants

Award-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.

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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. 

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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

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Award winners

Toby Harris, Geoff Clark and Iris Wuenschmann Lyall are the fee earners at Toby Harris Tax Consultants. 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 is an author or contributing editor for several of Bloomsbury Professional’s market-leading publications on tax and trusts.  She also lectures 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

Your work will normally be done by Toby but he may involve Geoff in connection with submitting tax returns and Iris in connection with specialised issues.  Iris advises on Wills, Lasting Powers of Attorney and estate planning.  Contact Toby by email or post and he will reply promptly to your enquiry.’ 

Our services

1

Tax consultancy to private clients

Specialist tax planning to organise your assets in a tax-efficient way, including wills, trusts, estate planning and probate.

2

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.

3

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

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.

Geoff Clark

Geoff Clark

Tax Consultant

Biography

Geoff was for very many years an Inspector of Taxes.  In 2000 he joined Toby Harris Tax Consultants to help with tax compliance: the completion of personal tax returns and Trust and Estate tax returns.  He has for many years helped with preparing accounts for trusts and for estates in administration. 

Iris Wuenschmann-Lyall

Iris Wuenschmann-Lyall

Tax Consultant

Biography

Iris is a qualified Trust and Estate practitioner and a member of the German Bar Association. She has advised many clients on German-English probate matters. After working for a highly-respected East Anglian firm of solicitors she joined Toby Harris Tax Consultants in 2004. She advises on Wills, Lasting Powers of Attorney and estate planning. She is also an adviser for Tax Action which offers a tax consultancy service either by telephone or in writing to professional advisers.

Iris lectures for CLT, both on the STEP Diploma course and on the STEP Advanced Certificate in Will Preparation. She also writes for a number of publications for Bloomsbury Professional.

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