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 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.