Bio
Oliver is a Private Client Associate.
A full member of STEP and qualified Trust and Estate Practitioner (TEP), Oliver advises across a range of personal and estate planning matters.
His expertise spans Lasting Powers of Attorney and deputyship applications; the creation of and administration of trusts; Inheritance Tax, private wealth, lifetime gifting, and succession planning; will drafting and estate planning; probate and estate administration matters; and international estate planning and cross-border succession.
Oliver supports a diverse client base including individuals, married couples, cohabitees, trustees, business and farm owners, landowners, high-net-worth individuals, and families with intergenerational wealth.
Examples of Oliver’s work include:
- Reviewing an estate with assets in Spain and England, including liaising with Spanish lawyers and notaries to obtain the Death Certificate, Spanish will and Spanish grant equivalent of the grant of probate or certificate of succession; establishing the existence of an English will following further investigations and research; applying for, and obtaining, the English Grant of Probate; and administering the estate under the terms of the English Will.
- Advising business owners with minor children on estate planning, and preparing an appropriate trust structure for their wills to provide safeguards and protection for the family, while future-proofing the smooth transfer of the business ownership, and avoiding conflict with the company’s incorporation documents.
- Administering the estates and related Discretionary Will Trusts of a deceased couple on behalf of their children who were the executors, trustees and beneficiaries.