Adam studied at UWE and joined straight from university as a Graduate Trainee Tax Accountant and has now completed both his ICAEW Chartered Accountant and CIOT Chartered Tax Adviser Qualifications.
Working in the private client tax team, Adam is involved with the compliance services, assisting with the review and preparation of tax returns. Alongside this, he also prepares various advisory projects, predominantly in the Inheritance Tax, Trusts & Estates area as well as Capital Gains Tax and residency queries.
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
Adam explains that the 2025 budget was thankfully a lot quieter for both Capital Gains Tax and Inheritance Tax
The changes to Agricultural Property Relief and Business Property Relief will have significant impact on farmers and business owners that may previously had no Inheritance Tax (IHT) liability.
Adam provides details about claiming relief via the Gift Aid scheme and gifting quoted shares and land to a charity.