Oliver Embley


Private Client
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Oliver specialises in tax planning for high net worth UK domiciled and resident individuals with particular expertise in planning with residential property. He advises on Inheritance Tax, Capital Gains Tax, preparing Wills and administering high value and complex estates.

Oliver’s practice also covers contentious trusts and probate work including bringing and defending claims under the Inheritance (Provision for Family and Dependants) Act 1975 (”the ’75 Act”), mental capacity claims, and claims for and against trustees.

He was named as one of eprivateclient magazine’s Top 35 Under 35 in 2015 and 2018 and as a ‘rising star in the Legal 500 in 2020. Oliver is listed in the Citywealth Future Leaders List and was named Citywealth’s Lawyer of the Year, Senior/Managing Associate in 2020. In 2021 Oliver was named a ‘next generation Partner’ by the Legal 500 and he won Partner of the Year at the Citywealth Future Leaders Awards (Silver).

Recent Experience

  • Acting for the trustees in the reported case of PQ and Another v RS and Others [2019] EWHC 1643 (Ch).
  • Working with the firm’s Corporate team on the structuring and incorporation of Family Investment Companies.
  • Advising the trustees of a family trust in an appeal against a decision by HM Revenue and Customs (“HMRC”) that Entrepreneurs’ Relief was not available.
  • Advising clients on IHT and CGT mitigation with residential property. This includes, co-occupation relief, Principal Private Residence advice, the use of trust structures and advice in relation to Agricultural Property Relief.
  • Acting for the Independent Administrators of an estate facing four claims under the 75 Act.
  • Administering various high value and/or complex estates, often where there is an HMRC compliance investigation and carrying out negotiations with HMRC.

Career History

Oliver joined Wedlake Bell as a trainee in September 2007. He qualified into the Private Client Team in March 2010 after spending six months in the firm’s marketing team.

Oliver was promoted to Associate in October 2012, to Senior Associate in October 2016, and he became a Partner in April 2021.

He is a full member of the Society of Trust and Estate Practitioners (STEP) and an Associate member of the Association of Contentious Trust and Probate Specialists (ACTAPS).

Oliver has a degree in History from The University of Leeds and a degree in Law from The University of Law.

New partner Oliver Embley will be a great asset to the team and firm.

Legal 500, 2022


eprivateclient: What might 2023 have in store for the private wealth sector?

Following a turbulent 2022, Partner Matthew Braithwaite and Partner Oliver Embley discuss what they think lies ahead for the private wealth sector in 2023, published in eprivateclient. To read theRead more


Profile – Oliver Embley

Congratulations on becoming a partner in April 2021. Q: For a time you were based in the marketing team. How do you think that influenced your approach to client care?IRead more


Oxford University Press: Advancing forward—narrowing the divide between powers of advancement and powers of appointment

Oliver Embley explains the differences between powers of advancement and powers of appointment, including how such powers can be exercised to benefit non-objects of a trust. The article discusses theRead more


Can we reclaim overpaid stamp duty?

Private Client Partner Oliver Embley has answered a reader’s question in the Financial Times concerning overpaid Stamp Duty. A 3% surcharge is applied on the purchase of a second property,Read more


Leaders List interview: 60 seconds with Oliver Embley

Citywealth Magazine speaks to Oliver Embley, Partner in the Private Client Disputes team. Please click here to read the full interview.


Oliver Embley provides an overview of tax and family considerations when planning for the succession of a family business in the UK

Senior Associate in the Private Client team, Oliver Embley, writes for STEP Journal Plus on the tax and family issues to consider when planning for the succession of a familyRead more


Legal experts comment on today’s Budget: Chancellor proposes to increase overall tax take by stealth

Partners Jenny Cutts and Oliver Embley have been quoted in IFA Magazine, commenting on the Chancellor’s Autumn Budget announcements. Jenny Cutts, comments:“The much-predicated tax hikes did not arrive in theRead more


Ask Ollie – What is a ‘Protective Trust’ and is this something which I should be considering?

Senior Associate Oliver Embley answers all your questions. A protective trust is designed to protect a beneficiary from claims by creditors. Often a beneficiary will have a life interest inRead more


Ask Ollie – In Trust Winter 2018/2019

My mother and my father made wills around ten years ago leaving everything to the surviving spouse and then equally to me, my brother and my sister on the secondRead more


Oliver Embley has been named as one of eprivateclient’s t Top 35 under 35 2018

2018 eprivateclient Top 35 under 35 – Men Oliver was mentioned in eprivateclient’s article as one of the top 35 under 35 in the mens category. Oliver also feautred in eprivateclient’sRead more


Should I have a trust in my Will?

In this extract from Choice Magazine (www.choicemag.co.uk), Oliver Embley, Senior Associate in the Private Client Team, answers a reader’s question on Will trusts. Should we update our Wills? Q: Back inRead more


Ask Ollie: I was born in the United States when my father was working there…

Senior Associate Oliver Embley answers all your questions I was born in the United States when my father was working there. I gather that this might have tax problems. CouldRead more


Digital legacies need legal protection say lawyers

Solicitors and legal academics have called for new powers enabling people to decide what happens to their digital legacy when they die, including by making a provision for online dataRead more


Wills and Succession: Recent Developments

The law and practice concerning Wills, succession and inheritance tax is ever-changing. Over the past year, we have seen the introduction of the European Succession Regulation affecting Will writing forRead more


Private: In Trust Winter 2017/18

WELCOME FROM THE EDITOR A warm welcome to the Winter 2017/18 edition of In Trust. In this issue, we look in detail at trusts, a central part of any wealthRead more


Ask Ollie: How Should I Pay My Trust Expenses?

I am a trustee of a trust which owns a property which is rented out. My aunt has the right to receive the income and, on her death, the capitalRead more