Expertise

With particular expertise in family business and family estate planning, he advises local and international families on a wide array of issues and often on an ongoing basis as a trusted family adviser. He is recognised as being particularly able in helping families traverse the challenges arising from intergenerational transfers of ownership and control of both their businesses and their wealth.

He also regularly advises professional trustees (and beneficiaries) on tax and trusts matters, and often lends his services to the litigation department on technically complex trust litigation issues.

With his strong background in trust and tax law, Adrian has developed and now heads the firm’s pension practice, and is instructed by clients on a wide range of matters including the establishment and registration of occupational schemes for large institutional clients and on pension issues arising from acquisitions or mergers between large corporations, as a result of which he now also forms part of the M&A team together with partners Steven Caetano and Christian Caetano”.

What is Adrian up to these days

In light of recent developments in Gibraltar in relation to Qualifying Recognised Overseas Pensions Schemes (QROPS), Adrian is kept busy advising on the establishment of qualifying schemes and the relevant licensing applications under Gibraltar’s financial services and tax regimes.

Adrian has also been recently instructed by the Ministry of Financial Services to draft legislation introducing Foundations and Private Trust Companies under Gibraltar law.

Adrian was appointed to Partner of ISOLAS in July 2016. Read more...

What they say about Adrian

  • During 2010 I acted as Authorised Administrator of a substantial trust and company management business in Gibraltar. During the course of the administration I and my support team were faced with many unique challenges principally involved with ensuring the business’s clients affairs were safeguarded and transferred to new service providers. Adrian was part of the legal team supporting me and his expertise specifically in the area of trust law along with his commitment and diligence were extremely important to me in the successful completion of my appointment.' Frederick White, Grant Thornton, 2014

What they don't say about Adrian

Adrian is a keen footballer as well as an avid snowboarder in the winter and an enthusiastic kite-surfer and wake-boarder in the summer.

Memberships

Honourable Society of the Middle Temple

The Gibraltar Bar Council

Society of Trust and Estate Practitioners (STEP)

Student member of the Chartered Institute of Taxation

Background

2016 Partner, ISOLAS

2007 Associate, ISOLAS

2005 Associate, Isola & Isola

2005 Called to the Bar of England and Wales and the Gibraltar Bar

Practice areas