Worried what might happen to your wealth after you pass?

There is no guarantee that Mohammad Uz-Zaman will be personally available to provide you with bespoke advice, but do make the request so that he can accommodate his diary.

Mohammad also works with a select few associate partners who he personally vouches for and if he can’t personally deal with you he’ll be able to refer you to another highly qualified individual.

Mohammad is however the course instructor and will deal with all course related technical queries.

The course will still be beneficial for you whether you are the wealth owner or wealth beneficiary. However, with that level of wealth it’s likely you may need to consider services provided by a specialist multi-family office or setting up a family office. 

The constituent of that wealth matters, i.e. whether it’s properties, businesses, investments. Among the various things you’d need to consider includes a family governing charter which will help later generations make decisions over their inherited wealth and confirm who would be an eligible beneficiary.

Where we can we'll refer you onto multi-family offices who operate with families with such level of wealth and above

It’s highly likely Mohammad will deal with you directly due to the often specialist nature of the planning. Sometimes other professionals need to be brought in and if that’s the case Mohammad will advise further as to what is needed.

Note, if you required complementary regulated financial advice, Mohammad will provide that for you directly or work with your existing advisers.

You should be able to access the course from anywhere in the world. However, to benefit from your personalized consultations, we offer that via Zoom. As long as you’re comfortable with e-signatures and communicating via Zoom and email there shouldn’t be any challenges. When legal documents are ready to be executed we will send them to you via recorded delivery with instructions as to how they should be executed.

A single will and trust costs £1,000. If following your consultation call, which usually happens once you’ve completed the course, it transpires the planning you need is actually more extensive, we would simply discount the overall fees by £1,000. Similarly, if you wanted to put planning in place for a spouse, we’d discount the overall fees too.

We recommend you complete the entire course as it will upskill you and allow for a more productive conversation with your consultant. But we know how life is so don’t hesitate to contact us to book a consultancy call asap if you’re interested in starting your bespoke advice process.

Yes, of course! The principles of the course will be very relevant across the jurisdiction of practically all developed economies. Where we don’t have any associate partners in such areas we will also help you identify the right appropriately qualified individuals to advise you on your personal estate planning needs.

Should you be in the UAE, Qatar, Bahrain, Kingdom of Saudi Arabia, Oman or Kuwait Mohammad Uz-Zaman can offer international wealth management advice via his license with Holborn Assets LLC which is a registered with the relevant authorities in the UAE.

Mohammad is also regulated with the Financial Conduct Authority in the UK via Holborn Assets Ltd. All of your associate advisers are highly qualified (beyond the benchmark standards) and hold all the necessary regulatory permissions where required.

There’s really not much that we can’t do via Zoom calls and e-signatures. However, Mohammad and some of his associates do have clients across the Middle East and so there is a possibility we may be able to coordinate meetings.

Yes he can be. Please email him directly on [email protected] and either he or his PA will reach out.