Adam studied at UWE and joined straight from university as a Graduate Trainee Tax Accountant and qualified as an ICAEW Chartered Accountant in 2021.
Now working towards his Chartered Tax Advisor qualification, Adam is involved in the compliance side of the personal tax team, assisting with the review and preparation of tax return. Alongside this, he also gets involved with various advisory projects, such as helping with Inheritance Tax Planning, Trusts & Estates.
Outside of work Adam is a season ticket holder at Aston Villa and can usually be found on the work quiz team!
James Geary has assisted me with planning a number of corporate restructures both for my business and for a few of my clients. He has the ability to consider the goals of all concerned to come up with a solution which not only works for everyone, but maintains tax efficiency and has always managed to secure the necessary advance clearance from HMRC without any hiccups. Very responsive and thoroughly recommended.
Debretts Private Finance
In the wake of a new tax year, we have compiled a summary of the changes that are coming in for trusts and estates from 6 April 2024.
Adam provides a summary of the National Insurance changes announced by the Chancellor.
You may find that increases in your income push you into higher rates of tax or that ultimately you may see your tax liability increase, Adam explains what you can do to make the best use of your tax allowances.