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Oliver Morgan Crosby (1)
Partner, International tax and Family Office Private Client Tax Services

Oliver Morgan-Crosby

Personal tax

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 on 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)
  • Trust and Estate Practitioner (Member of the Society of Trust and Estate Practitioners)

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