Company

Evelyn Partners

Position

Partner

Index

Accountants & Tax Advisers

Tax & Offshore

Location

London

Advice type

Tax planning

Asset Class

Landed estates

Residential

Client Types

Business owners

Entrepreneurs

HNW

Non-domiciles

Sector Focus

Accounting

Customer Type

Tax adviser

Toby Tallon

Spear’s Review

Supporting a mix of wealthy families, entrepreneurs and private companies, Toby Tallon heads up Evelyn Partnersprivate client tax offering in London, bringing more than two decades of experience to the role. 

The seasoned partner assists with family succession and estate planning advice, as well as residency issues for non-domiciled individuals. Tallon, who is a member of the Institute of Chartered Accountants in England and Wales, can also support wealthy family companies with private equity restructuring projects.

After qualifying, he undertook a secondment within Christie’s heritage and tax department, which included working on the tax aspects of valuations and offers in lieu. Tallon joined Smith & Williamson – acquired by Tilney in 2019 and later rebranded to Evelyn Partners – in 2002, rising through the ranks to become a partner in 2014.

Rank: Top Recommended

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