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What sets Olivia apart?
Olivia specialises in inheritance tax and succession planning, family investment companies, trusts and estates. She is passionate about helping her clients effectively manage and plan their tax affairs and has a wealth of knowledge of over 20 years advising individuals and owner manged businesses in protecting their wealth and minimising their tax exposure. She has also implemented and designed an extensive number of share option plans for a wide variety of businesses.
With a diverse portfolio, Olivia considers building long term relationships with her clients to be one of her key strengths meaning she fully understands their specific requirements and can provide creative solutions to technical problems. Olivia regards the ability to collaborate closely with other professionals a necessity in ensuring her clients receive holistic and pragmatic advice.
She prides herself on the ability to translate complex scenarios into clear and simple advice which is appreciated by her clients.
Being part of both the Wealth Management and Estate Planning and Probate teams, Olivia strives to be the trusted advisor to her clients.
Olivia became a member of the Society of Trusts and Estate Practitioners (STEP) in August 2011.
Olivia's service expertise
- Dealing with cross border estates
- Advising on offshore trusts
- Advising on individuals tax residency status
- Advising on complex inheritance tax issues and succession planning together with protecting wealth to pass down the generations
- Advising on complex capital gains tax transactions, including advising on entrepreneur’s relief and main residence relief
- Commenting on the availability of business property relief in complex corporate group structures
- Advising on property transactions
- Dealing with HMRC enquiries and assisting clients in making tax disclosures
- Obtaining non-contentious probate for clients
- Advising on all aspects of inheritance tax on death together with preparing the relevant inheritance tax returns
- Advising on the use of Deeds of variation to ensure tax efficient distributions of estate
- Designing a variety of approved and unapproved share schemes
- Advising on profit extraction and the most tax efficient trading vehicle
- Advising on family investment company structures
- Commenting on termination packages
- Advising on the availability of EIS relief and making advance assurance applications to HMRC
Olivia's service expertise
Olivia's sector expertise
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