Contact details

Adam Fellows

T: +44 20 7809 2994 M: +44 75 8448 7084 Email Adam | vCard Office: London

LinkedIn

Adam Fellows Associate

Contact details

Adam Fellows

Adam Fellows
Associate

T: +44 20 7809 2994 M: +44 75 8448 7084 Email Adam | vCard Office: London

LinkedIn
Adam has experience advising on all aspects of private client work; however, his primary focus is providing international tax advice to high and ultra-high net worth individuals and their families.
  • Profile
  • Services

Adam trained at a mid-size City firm. He undertook seats in real estate (investment, landlord and tenant), immigration, media litigation and private client, where he qualified in September 2019.

After qualification, he built on this experience to provide advice to a range of clients in the private wealth sector, including high-net worth individuals and offshore trust companies. He also advised on charitable matters, assisting individuals set up charities and providing advice to charity trustees.

Adam is a student member of the Chartered Institute of Taxation, and is working towards his CTA qualification.

  • Private client, trusts and fiduciary services
  • Tax
  • Private wealth

Trust structures

Creating and advising on structures in a number of jurisdictions, including the UK. Experienced in advising on asset protection and the use of trusts for estate and tax planning purposes.

Tax investigations

Advising clients on dealing with HMRC enquiries, including in relation to valuation disputes.

Probate and estate administration

Advising executors/administrators of complex and intestate estates with assets in multiple jurisdictions on varied aspects of probate and estate administration.

Estate structuring

Advising on tax efficient dynastic planning, including the use of wills, trusts, lifetime gifts and asset protection measures.

Residence and domicile

Advising individuals on residency and domicile issues, including the application of the statutory residence test and structuring options available for family assets held personally and through family trusts.

Family investment companies

Advising individuals on planning options using new family investment companies, including taxation issues.

More: Tax

Individuals

Advising high and ultra-high net worth individuals on efficient tax and estate planning measures, including pre-immigration planning, UK residence taxation, and succession planning.

Trusts

Advising on the creation and subsequent administration and taxation of UK and offshore trust structures, including advice on tainting settlements, efficient winding up of structures, and moving assets.

Structuring

Working with lawyers across teams to advise on the most efficient structuring for assets, including trusts and family investment companies. Advising on continuing administration and compliance.

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© Stephenson Harwood LLP 2016. Any reference to Stephenson Harwood in this document means Stephenson Harwood LLP and/or its affiliated undertakings. Any reference to a partner is used to refer to a member of Stephenson Harwood LLP.