Oliver Shapley

Tax & Accounts Manager (Non-Solicitor)

Oliver Shapley

Tax & Accounts Manager (Non-Solicitor)

Email Oliver

+44 (0)1483 411456

Guildford

Oxford

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Services

Sectors

Oliver is a tax and accounts manager within the private client team, specialising in providing comprehensive tax and accounting services for trusts, estates, companies and individuals. With expertise in self-assessment tax compliance, he ensures that clients meet their obligations, offering tailored solutions for a variety of complex tax matters.

As a qualified member of the Association of Taxation Technicians, Oliver stays up to date with evolving tax law and regulations to provide the best possible service to clients. He is committed to delivering clear, strategic and practical advice to support clients in achieving their objectives.

I take pride in providing clear, precise and practical tax advice, tailored to each client’s unique situation. With strong attention to detail and a methodical approach to problem solving, I aim to make complex tax matters easy to understand and manage, ensuring that clients feel confident and supported throughout the process.

Oliver Shapley, Tax & Accounts Manager (Non-Solicitor)

With a strong focus on capital gains tax (CGT), Oliver advises on CGT planning and compliance, guiding clients through the process of disposing of UK residential property in the most tax efficient way. He also provides clients with detailed inheritance tax guidance, advising on effective strategies to minimise its impact. In addition, Oliver manages the preparation of trust, estate and company accounts, ensuring accuracy and adherence to regulatory standards.

Recent work highlights

CGT on property disposal

Providing strategic advice to an executor about the capital gains tax implications for an estate disposing of UK residential property, ensuring optimal tax efficiency and mitigating liabilities whilst meeting reporting deadlines.

Trustee tax obligations

Calculating inheritance tax due on the exit of trust capital, preparing the account and claiming holdover relief on the transfer of assets to the beneficiaries, with a view to optimising tax efficiency using a tax pool.

Estate administration tax compliance

Preparing tax returns for a complex estate, dealing with a large foreign investment portfolio and a portfolio of UK rental properties. This was achieved, ensuring full compliance and accurate reporting throughout the administration period.

Tax compliance in liquidation

Advising on the implications of a client liquidating their company, preparing calculations, a corporation tax return and a capital gains tax return, reporting the chargeable gains arising from liquidation.

Discretionary trust tax compliance

Preparing annual trust accounts and self-assessment tax returns to minimise the overall impact of rates applicable to trusts.

HMRC tax appeals

Successfully appealing a case for an individual against HMRC for top slicing relief that HMRC had previously disagreed on, ensuring a substantial tax rebate for the client.

Divorce settlement planning

Advising a client on capital gains tax during divorce proceedings, calculating tax liabilities across multiple property disposals. We developed the most tax-efficient strategy whilst ensuring timely filing of capital gains tax returns.

Non-resident corporation tax

Calculating corporate tax liabilities and preparing a corporation tax return for the accounting period, as well as a profit and loss account, and filing an ATED return.

Divorce settlement planning

Advising a client on capital gains tax during divorce proceedings, calculating tax liabilities across multiple property disposals. We developed the most tax-efficient strategy whilst ensuring timely filing of capital gains tax returns.

Non-resident corporation tax

Calculating corporate tax liabilities and preparing a corporation tax return for the accounting period, as well as a profit and loss account, and filing an ATED return.

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