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Profile
Paul Tobias
partner -
head of Trust & Investment Department
Specialism: IHT, trusts, tax/financial planning and portfolio management
Direct dial: 01483 887760
Email: Paul Tobias
Location:
Resolution House
Riverview, Walnut Tree Close
Guildford,
Surrey GU1 4UX
Paul studied law at Birmingham University and was admitted as a solicitor in 1980. He has been a partner since 1983 and heads up Hart Brown's Trust & Investment Department.
Paul is an active member of the Society of Trust and Estate Practitioners (STEP) and has specialised in IHT, trusts and tax/financial planning for over 20 years.
Paul also holds the Securities Institute's Private Client Investment Advice & Management qualification, in addition to the Chartered Insurance Institute's Financial Planning Certificate.
Paul continues to specialise in IHT, trusts and tax/financial planning, in addition to which he acts as portfolio manager for several million pounds of clients' investments.