Oliver Morgan-Crosby

Areas of expertise

Oliver advises internationally focussed ultra-high net worth individuals, families and family offices as well their structures. He advises on a wide range of private client, private company and trust tax and governance issues. Oliver’s current work includes tax multidisciplinary and multi-jurisdictional project management; advice to internationally mobile Family Offices including tax pre-immigration/emigration planning; funding UK expenditure; structuring for the acquisition, build and maintenance of luxury assets; advice on business interest structures; and advice relating to tax investigations.

Experience

Before moving to Evelyn Partners Oliver worked at US Law Firm Baker McKenzie advising ultra-high net worth international families. Before that Oliver spent time at Big Four firms Deloitte and PwC advising international families in a range of tax and accounting matters, and before that qualified at Moore Stephens LLP where he worked closely with large Greek shipping industry families.

Notable work and achievements

• Designed and established a new family office layered structure for a Middle Eastern family, to provide an administration function across several European and GCC jurisdictions.
• Acted for an entrepreneurial family to advise on succession, governance, tax and accounting issues prior to the establishment of a family office, and the successful establishment and implementation of the UK based family office.
• ePrivateclient – Top 35 under 35 Private Client Professionals, 2018
• CityWealth – Top 40 under 40 Advisors, 2023
• CityWealth Future Leaders Awards – Silver Award for “Inspirational Individual of the Year”, 2021
• Top 20 Recommended UK Accountants 2022, CityWealth

Professional qualifications/memberships

• Chartered Tax Advisor (member of the Chartered Institute of Taxation)
• Chartered Accountant (Fellow of the Institute of Chartered Accountants in England and Wales)