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!
I wasn’t aware of R&D before engaging with the firm and they guided me through the process brilliantly, extracting the right information and presenting it in a way that was successful. Nothing was too much trouble, even jumping on a screen share with my current Accountant to do things I don’t need to understand! Was delighted with the service as well as the lovely refund we received, and will happily (and frequently do!) recommend them to anyone!
Absolute Creative Marketing Ltd
Adam provides details about claiming relief via the Gift Aid scheme and gifting quoted shares and land to a charity.
Adam outlines changes to the ‘non dom’ regime, foreign income and gains, and Inheritance Tax.
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.