Areas of expertisePower of AttorneyProbate & Estate AdministrationTrusts & Trust AdministrationWills & Tax Planning
In August 2019, Adrian rejoined Wilkes as an Associate Solicitor in our Birmingham Private Client Team.
Adrian, who has been qualified over 11 years, has particular expertise in undertaking tax and estate planning on behalf of clients. He has acted for business owners, shareholders, entrepreneurs and philanthropists during his time in practice.
Having practiced in rural Derbyshire for a period of time, Adrian also has significant experience of providing succession planning and tax advice to farmers and others working in the agricultural community.
As part of the work Adrian undertakes, he prepares wills of varying complexities which often incorporate trusts as well as settlements (lifetime trusts) designed to mitigate inheritance tax and protect/control the inheritance of assets for the next generation.
In terms of post death work, Adrian has administered estates involving businesses, farms, foreign property and settled land and has drawn up deeds of variation.
Adrian is a full member of the Society of Trust and Estate Practitioners (STEP) which is regarded as the industry gold standard for leading private client lawyers.
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Trust and Estate planning
Probate and estate administration
Lasting Powers of Attorney
Administration of estate involving a Farm and various parcels of land involving complicated claims for Agricultural Property Relief and Business Property Relief.
Full member of the Society of Trust & Estate Practitioners