Oliver is a Director in Saffery’s Personal Tax team in Bristol, advising entrepreneurs, business owners, high net worth individuals and trustees on a wide range of UK tax matters.
His areas of expertise include succession planning, business exits, inheritance tax planning, trusts and complex capital gains tax issues.
With more than 20 years’ experience in private client tax, Oliver acts as a trusted adviser to individuals, families and their businesses, helping them manage their affairs through key life and commercial events. Prior to joining Saffery, he worked at both a Big Four professional services firm and a top 10 UK accountancy firm.
Key experience
- Advising entrepreneurs, business owners and family groups on succession planning, business sales and shareholder transactions,
- Providing inheritance tax and wealth preservation advice to high net worth individuals, families and trustees,
- Advising trustees on trust taxation, inheritance tax matters and succession planning,
- Supporting clients with company reorganisations, restructurings and other business planning projects,
- Advising on Business Property Relief, Agricultural Property Relief and other inheritance tax reliefs,
- Providing advice on UK residence and other complex personal tax matters,
- Advising on property ownership structures, land transactions and associated tax planning,
- Assisting clients with HMRC enquiries and sensitive personal matters, including divorce-related tax issues.
Interests
Outside work, Oliver enjoys cooking and entertaining friends and family. He is also a keen runner and cyclist, regularly taking part in half marathons and exploring the South West countryside. He enjoys keeping active, spending time in the gym and visiting the cinema.