Oliver is a Chartered Accountant and Tax advisor and manages a varied portfolio of clients, providing a wide range of advisory and compliance services.
This is focussed on high net worth individuals and families, including their trusts and private companies. Oliver is experienced in providing advice on trusts, including capital taxes and succession planning. Oliver was awarded the Spofforth Medal by the Chartered Institute of Taxation for the candidate with the highest mark in the Advisory Paper on Inheritance Tax, Trusts & Estates.
Oliver also has experience in audit, assurance and tax compliance services for landed estates in both corporate and trust ownership structures.
- University of Southampton
- Joined Dixon Wilson
- Qualified as Chartered Accountant
- Qualified as Chartered Tax Advisor
- Appointed Senior Manager
- Appointed Director