UK
Ireland
Oliver advises internationally focused ultra-high net worth individuals, families and family offices as well as their structures. He advises on a wide range of private client, private company and trust tax and governance issues. Oliver’s current work includes tax multidisciplinary and multi-jurisdictional project management; advice to internationally mobile family offices including tax pre-immigration/emigration planning; funding UK expenditure; structuring for the acquisition, build and maintenance of luxury assets; advice on business interest structures; and advice relating to tax investigations.
Experience
Before moving to S&W Oliver worked at US Law Firm Baker McKenzie advising ultra-high net worth international families. Before that Oliver spent time at big four firms Deloitte and PwC advising international families on a range of tax and accounting matters, and before that qualified at Moore Stephens LLP where he worked closely with large Greek shipping industry families.
Notable work and achievements
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Designed and established a new family office layered structure for a Middle Eastern family, to provide an administration function across numerous European and GCC jurisdictions.
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Acted for an entrepreneurial family to advise on succession, governance, tax and accounting issues prior to the establishment of a Family Office, and the successful establishment and implementation of the UK based Family Office.
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ePrivateclient – Top 35 under 35 Private Client Professionals, 2018
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CityWealth – Top 40 under 40 Advisors, 2023
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CityWealth Future Leaders Awards – Silver Award for “Inspirational Individual of the Year”, 2021
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CityWealth - Top 20 Recommended UK Accountants 2022
Professional qualifications/memberships
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Chartered Tax Advisor (Chartered Institute of Taxation)
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Chartered Accountant (Institute of Chartered Accountants in England and Wales)
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Trust and Estate Practitioner (Member of the Society of Trust and Estate Practitioners)
