Get Advice Now!
Book an initial 90 minute consultancy session
We can consult on:
- Specialist Wills and Trust Planning
- Lasting Powers of Attorney
- UK inheritance tax planning
- UK Capital Gains tax planning
- UK regulated financial planning
- Business Succession Planning
- International Wealth Management advice services
*Dependent on your personal situation, we recognise the initial call may take less time and you may not have a full 90minutes available. In such circumstances we’ll work with you on outstanding matters.
Psst....There's something you need to know...
- You're not going to live forever, so stop acting like you are. Death could become very expensive.
- Your wife or your husband may re-marry after you die. It could mean your children being unintentionally disinherited.
- Your children may not always get along. Hey they may not get along now. Inherited wealth can accentuate the conflict.
- Your wife, your husband or your children may be misadvised after you die. You have the power now to set the standards of advice and the conditions imposed on your wealth.
- Your wife, your husband or your children may suffer mental health problems. You have the power now to ensure professionals can still provide them with access to their wealth.
- Your wife, your husband or your children may be terrible with money. You have the power now to ensure experts exist to advise and act according to your wishes for their benefit.
Points to note:
- 100% refund if you tell your consultant you’d like a full refund, no questions asked. But we’d follow up via email for feedback for our future development (no obligation).
- The £197 fee also goes towards any planning we implement following the consultancy session
- BONUS: You’ll receive access to the ADL Wealth 50:30:20 Budget Planner and the ADL Wealth 8 Standard Financial Calculators following your consultancy call. These calculators alone are worth more than the investment in the call. For more information on the calculators, click here.
Who’s your Consultant?
Mohammad Uz-Zaman is an International Private Client Wealth Manager.
licensed in the UK and in the UAE. He’s dual qualified across Wealth Management and Trust planning. He holds the status as a Pensions Transfer Specialist, along with graduate and postgraduate degrees. He’s also adjudicated over 300 complex pension complaints and thus recognises good practice.
As featured in FT Adviser, The Sun, Express, and Heat Magazine
ADL Wealth Ltd is a subsidiary of ADL Estate Planning Ltd (Company No.: 10159724) registered in the United Kingdom. We use both brands for marketing so you'll see both brands featured across this website. Legal services is provided by ADL Estate Planning Ltd. Wills and trusts are not regulated activities.
ADL Wealth is also trading style of Peregrine & Black Investment Management Limited which is authorized and regulated by the Financial Conduct Authority (FCA). FRN 757727. Registered Office: Argyle House, Joel Street, Middlesex, HA6 1NW.
You're in good hands. We promise.
