What can I do for you

Adam advises on a wide range of succession planning and taxation issues, helping to protect family wealth across the generations. This typically covers wills, trusts, tax advice and family business planning.

Within the team, Adam specialises in philanthropy and charity law. This includes advising clients on charitable giving, establishing new charities, governance, compliance and trustee decision making.

What do others say

Clients have praised the Mills & Reeve private wealth team for its attentive and proactive approach and the Chambers UK directory describes them as the "pre-eminent" firm in Birmingham.

The charity team is also ranked as a top tier firm in Birmingham. 

Adam is recommended by the Legal 500 directory for his work in the private client and charity sectors. 

Supporting your ambitions

Adam frequently advises clients on the most effective way of achieving their philanthropic wishes. That may mean structuring lifetime gifts over different financial years to maximise tax relief, leaving a legacy on death through effective will planning or creating and funding a new charity, often under the family name, for future generations to engage with. 

As a charity law specialist, Adam has experience advising national and local charities on governance restructuring to accommodate changes in circumstances and to implement best practice in line with Charity Commission guidance.

What else should you know?

Adam is a member of the Charity Law Association, a professional body for charity law specialists that provides regular updates on developments in the field.

Adam regularly updates his clients through seminars and presentations, both at Mills & Reeve and externally for outside organisations including the Charity Finance Group.

MDN

What our clients say about us

“I think Mills & Reeve are a wonderful firm. The support they have provided to us in a really difficult area has been brilliant, collaborative and commercially minded. The team were absolutely wonderful and a joy to work with. Amazing advice and support and a real collaborative effort with us. I can't thank them enough for getting us through some really tough times and doing so with an amazing can-do attitude.”

“They are friendly, fast, always available and always on top of the game. I tend to judge my legal team against the other side's legal team and never doubt Mills & Reeve is the better of the two.”

“All interactions have been very clear. Responses to questions have always been very swift and unambiguous. Our company, and my family, have used various services in Mills & Reeve with the same level of satisfaction.”

“I value the fact that Mills & Reeve are recognised as a good place to work in the UK Best Companies survey. This aligns with the values of our business and means that Mills & Reeve can share what is required to achieve this status with our business.”