Adam is a member of the Chartered Institute of Taxation (CIOT) and the Association of Taxation Technicians (ATT). He has already spent many years at director and partner level, gaining broad and in-depth experience in private client work for wealthy individuals as well as in bespoke tax planning. Adam specialises in tax-efficient asset holding and wealth preservation structures. Adam firmly believes in the 'life cycle' approach to tax planning, beginning with the asset purchase and holding structure, debt structuring and ongoing transactional planning, followed by the implementation of a tax-efficient exit strategy. Adam is also involved with international tax matters, especially in connection with offshore trusts and companies, and non-UK domiciled individuals. He takes a keen interest in corporate transactional work such as mergers and acquisitions, management buy-outs and buy-ins, as well as corporate reconstructions and partitions. On a personal note...Adam continues to 'invest' in his Aston Villa season ticket and spends most of his spare time listening to unpopular music and correcting his attempted DIY handywork.
ATT; CTA; TEP
Tom is a Chartered Tax Adviser and Trust & Estate Practitioner and has significant experience advising on complex tax matters. Having started his career in 2005 with an independent tax consultancy business, Tom also worked for a top five accountancy firm prior to joining the Stonegate Trinity team in 2016. Tom’s particular focus is on advising entrepreneurs and high net worth individuals, helping them to navigate through the ever-changing tax landscape and to provide long-term, practical advice. Tom also recognises the importance of creating flexible solutions for clients, facilitating the management of not only tax but asset protection and family governance issues. Tom’s clients include those with offshore tax issues, UK and non-UK resident trustees and UK business owners. On a personal note…. Outside of work, Tom’s energetic young daughters occupy most of his spare time, although Tom does enjoy playing golf, tennis and cricket whenever possible.
Senior Tax Manager
Derek is a member of the ATT and has previously worked at a big four accountancy practice and a number of mid-tier accountancy firms in their private client departments prior to joining Stonegate Trinity in 2021. Derek began his lifelong affair with personal tax in 1978, and since then has acted on behalf of a variety of clients including high net worth individuals and their families, entrepreneurs and trusts. Derek also has considerable experience in dealing with non-UK resident and non-UK domiciled individuals. Derek believes in providing a bespoke personal tax service to clients and enjoys the personal client contact that working with private clients brings, allowing him to develop strong relationships with clients over time. On a personal note…. Derek has a season ticket at Birmingham City along with his daughter and they go to as many away games as they can. The youngest of his four children is now at university but Derek has two grandchildren to keep him busy. He likes to spend time in the garden although spends more time kicking a ball around than actually gardening.
Lisa specialises in advising and supporting owner managed businesses. Having graduated from the University of Birmingham, Lisa joined a small accountancy practice before moving to a mid-tier firm and then onto a boutique tax consultancy business. Lisa joined the team at Stonegate Trinity in 2010, taking responsibility for the firm’s accounting function. Lisa is passionate about delivering a high level of service and prides herself on developing longstanding relationships with her clients. Lisa’s involvement with several clients has led to her working in an independent capacity as their chief financial officer. In both her Stonegate Trinity and independent roles, Lisa is responsible for compliance, growth, strategy, business planning and structuring. On a personal note…. When not standing on a freezing cold football pitch watching her son, Lisa enjoys cycling, walking and travelling.
Having left College with a Secretary and Business & Information Studies qualification Melanie started working for a Construction firm as an Accounts Clerk. She then had a break to raise two children before joining a firm of Solicitors as Secretary to a Tax & Trust Manager for 8 years in the Private Client sector. She joined Stonegate Trinity in May 2012.
In Memory of Suzanne Wallace: Co-Founder
During her career, Suzanne established herself as a leading figure in the tax profession, notably advising a number of sport and media personalities. Suzanne acted as a trusted adviser to her clients, many of whom she acted for over 25 years. Suzanne’s passion for delivering practical and commercially sound tax advice was exemplary, and her honest and diligent approach remains firmly embedded at the centre of our ethos. Suzanne sadly passed away in June 2022.