Adrian Moss

Trusts and tax director (Non solicitor)

Adrian Moss

Trusts and tax director (Non solicitor)

Email Adrian

+44 (0)20 7457 3060

London

Guildford

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Services

Sectors

Adrian leads the firm’s trust and personal tax administration team, delivering precise, efficient, and cost-effective accounting and tax compliance services. His team manages over 500 active trust administrations and prepares more than 150 personal tax returns annually.

As a specialist in UK trust taxation, individual taxation, non-resident trust beneficiaries, and remittance basis users, Adrian addresses diverse family situations, providing comprehensive legal and administrative support to trustees, executors, and individuals. Since joining Penningtons Manches Cooper in 2002, Adrian has amassed extensive experience in assisting UK clients with wealth structures. He helps protect family wealth through effective gifting to future generations while maintaining management control of assets. His expertise encompasses the establishment and ongoing administration of trusts, family investment companies, and family limited partnerships.

I thrive on the challenge of meeting my clients’ goals while ensuring tax and administrative efficiency. The diversity of my client base and the ever-evolving tax landscape keep my work engaging and dynamic. I am always excited to tackle the next challenge.

Adrian Moss, Trusts and tax director (Non solicitor)

With broad and in-depth knowledge of the UK tax system and wealth structure administration, Adrian advises clients on the implications of different options, empowering them to make informed decisions. He also has significant experience of advising business owners on pre-sale strategies and creating vehicles to preserve and enhance family wealth. Adrian frequently contributes thought leadership articles on private wealth topics.

Recent work highlights

Multiple trusts and family investment

Advising on the tax implications of a family wealth structure involving multiple trusts and a family investment company.

Business property relief

Assisting a business owner with succession planning decisions in light of changes to business property relief (BPR) and pension tax rules.

Complex share portfolio

Calculating taxable amounts in a complex share portfolio and making a taxable disclosure for a remittance basis taxpayer who had unknowingly underpaid tax for several years, ensuring substantial savings and avoiding feared penalties.

Income tax savings

Administering discretionary trusts to maximise income tax savings, mitigating the impact of the Rates Applicable to Trusts regime.

Mixed overseas funds

Computing taxable income, gains, and capital pools of mixed overseas funds for a remittance basis user to ensure minimal tax charges on remittances to the UK.

Non-resident trust

Calculating taxable income and gains pools for a UK beneficiary of a widely invested non-resident trust and providing evidence of the taxable income and gains to HM Revenue and Customs.

What people are saying

Excellent attention to detail and understanding of client needs

Legal 500

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