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Oliver Stephens

Oliver Stephens

Associate
Baker & McKenzie London Services Ltd.

Biography

Oliver Stephens is an associate in Baker McKenzie's Global Wealth Management Practice. Oliver trained and worked at a leading city firm for three and a half years before joining Baker McKenzie in April 2023. Oliver works with clients on a broad range of wealth management matters, including investment structuring. Oliver also advises on contentious matters relating to family and trust disputes. In 2024, Oliver qualified as a member of the Society of Trust and Estate Practitioners (STEP) and in 2025 was awarded a STEP Excellence Award.

Practice Focus

Oliver works closely with leading trustees, ultra-high net worth individuals and global family offices on complex issues including cross-border tax, disclosure, succession, family governance, asset protection and trusts, as well as working with Baker McKenzie's global corporate teams on innovative and efficient investment structures. Oliver also advises on contentious matters relating to family and trust disputes.

Representative Legal Matters

  • Advising a client with family members in the Middle East, UK and US on the establishment of a Jersey private fund with offices in the UK and Dubai (DIFC) for investment of the liquidity generated by the family business (a conglomerate).
  • Advising the family office and “protected trusts” of a UK resident non-UK domiciled individual on high value (USD 1+ billion) investments, including the application of UK anti-avoidance legislation, restructuring and structures for investment, divestment and upstreaming and down-streaming of funds.
  • Providing VAT and structuring advice in relation to superyachts and aircraft for private and commercial use in the Middle East and Europe.
  • Advising various clients in detail on changes to the taxation of and structures for UK residential real estate, and structures for the acquisition of global real estate acquisitions.

Professional Honors

  • Society of Trust & Estate Practitioners (STEP) Excellence Award 2025

Professional Associations and Memberships

  • Society of Trust & Estate Practitioners
  • Law Society of England & Wales

Admissions

  • England & Wales (2021)

Education

  • BPP Law School (LPC) (2019)
  • University of Oxford (2018)

Languages

  • English

Publications and Presentations

Publications

  • Author, “Magnetic Milan – the allure of Italy for the UK’s non-doms”, Baker McKenzie Private Wealth Newsletter, October 2024
  • Author, “A global minimum tax rate for the ultra-wealthy: likely any time soon?”, Baker McKenzie Private Wealth Newsletter, December 2023

Presentations

  • Speaker, various topics, Baker McKenzie Annual Tax and Trusts Conference (London), Annually
Baker & McKenzie LLP, an English partnership, is a member of Baker & McKenzie International, a Swiss Verein.