Consider giving to charities in your will

As a supporter of Remember a Charity, we always encourage our clients to consider leaving money to charity in their will.

Many of us give money to charity during our lifetimes but a much lower percentage actually leave something to charity under our wills.  A great number of charities rely heavily upon legacies to help towards their research, conservation or other projects.

Giving to charity in your will can also save your beneficiaries inheritance tax and so is of benefit all round.

Hart Brown have proudly supported the Wildfowl & Wetlands Trust Make a Will Scheme in November and are pleased to announce that we have raised over £2,000 in donations for the charity under the terms of the scheme.

We are delighted to have been part of such a positive scheme supporting a local, South-West-London, based charity.

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Paul Tobias

Consultant, Trusts & Estates

Paul has a wealth of experience in wills, probate, trusts and inheritance tax planning, having specialised in this area for over 25 years. He is...

Consultant, Trusts & Estates

Paul Tobias

Paul has a wealth of experience in wills, probate, trusts and inheritance tax planning, having specialised in this area for over 25 years.

He is a member of the Society of Trust and Estate Practitioners (STEP). In addition to his qualification as a solicitor, Paul holds the Securities Institute’s Private Client Investment Advice and Management professional qualification and the Chartered Insurance Institute’s Financial Planning Certificate (Cert PFS).

His clients value Paul’s undoubted expertise describing him as “of enormous help in all affairs" and "a source of wise counsel". A client recently stated that “It is a pleasure to deal with Paul Tobias. He has been helpful, friendly and is a real expert in the field of trusts and inheritance tax etc. I would not hesitate to recommend him to anyone in need of expert advice in this field”.

Paul is particularly keen on legal ways to avoid or reduce liability to tax. He also looks at the bigger picture. Recently a client consulted him about will planning. She mentioned a recent inheritance. Paul advised that it might be possible to use a deed of variation to reduce the IHT bill. The solicitor acting had not realised this. Time was tight but Paul fully investigated the position, verified that a deed of variation would be effective and completed a deed within a few working days. The result was a previously undreamt of reduction of IHT liability of around £140,000.

Paul trained at Hart Brown, qualified as a solicitor in 1980 and became a partner in 1983 until 2018.

Paul's clients often praise his work "Mr Tobias is very patient with elderly people and diplomatic and very pleasant to deal with. I rely on his very sound knowledge and good memory. He has dealt with family matters for me for the last twenty years."

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Resolution House
Riverview
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Guildford
Surrey
GU1 4UX

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Hart Brown Solicitors is the trading name of Hart Brown LLP registered in England and Wales No. OC 425835 whose registered office is Resolution House, Riverview, Walnut Tree Close, Guildford, GU1 4UX and is authorised and regulated by the Solicitors Regulation Authority (SRA) No. 658593. Members: N Maud, T Pearce, D Knapp, R Campbell and P Grimwood, Partners: J Crosby, L Harrhy, J Jupp, J Lamont, T Mandelli, V McMurtrie, E Moore, S Osborne, S Powell and G Sanders.

Any reference to a partner in relation to Hart Brown LLP means a member or an employee with the title of Partner of Hart Brown LLP.

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