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.
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.
Additional Information
Our probate fees
Please follow the link below to find out more about our legal fees.
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.
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.