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About

ADL Estate Planning Ltd

Our robust and modern approach to managing your money ensures your wealth works harder for you in the short-term and benefits your loved ones long after you’ve gone. Our team is highly qualified and uses the latest technology to navigate the market, securing the best financial arrangements for you. Our in-house expertise makes our service delivery significantly more efficient than the industry standard.

What’s more, ADL is laser focused on boosting financial literacy for individuals and society as a whole. We’re determined to pass on our knowledge to remove complexity, boost financial security and make wealth management accessible for all.

Find out more

How We Manage Your Money

Wealth Management

We treat each of our customers as a private client. This means you can be sure you’ll receive financial advice that is tailored to your unique situation. Our expert advisers leave no stone unturned in finding the best ways to protect your lifestyle and improve your wealth.

Estate Planning

Without planning ahead passing down personal wealth and business assets is a minefield. Our calm, comprehensive approach to asset disposal, succession planning, inheritance tax and more gives our clients certainty their affairs are handled with skill and sensitivity when the time comes to pass on wealth.

Who We Work With

Our clients typically answer Yes to one or more of the following:

Check Question
  • Is your annual income £120k or higher?
  • Do you own international business assets?
  • Will your assets total £2.5m-plus when you die?
  • Are you worried about inheritance tax eroding wealth?
  • Do your beneficiaries live in different countries?
  • Have you built a portfolio of five or more properties?
  • Do you want to protect assets after your death?
  • Are you seeking to set up Trust(s) for your wealth?
  • Do you have financial concerns after divorce/remarriage?
  • Are you or a loved one considering long-term care?
  • Would you like help navigating complex financial rules?

Who We Work With

Our clients typically answer Yes to one or more of the following:

Do you own international business assets?
Will your assets total £2.5m-plus when you die?
Are you worried about inheritance tax eroding wealth?
Do your beneficiaries live in different countries?
Have you built a portfolio of five or more properties?
Do you want to protect assets after your death?
Are you seeking to set up Trust(s) for your wealth?
Do you have financial concerns after divorce/remarriage?
Are you or a loved one considering long-term care?
Would you like help navigating complex financial rules?
Previous
Next
Check Question
  • Is your annual income £120k or higher?
  • Do you own international business assets?
  • Will your assets total £2.5m-plus when you die?
  • Are you worried about inheritance tax eroding wealth?
  • Do your beneficiaries live in different countries?
  • Have you built a portfolio of five or more properties?
  • Do you want to protect assets after your death?
  • Are you seeking to set up Trust(s) for your wealth?
  • Do you have financial concerns after divorce/remarriage?
  • Are you or a loved one considering long-term care?
  • Would you like help navigating complex financial rules?

What I do:

I weave together financial and legal advice to ensure my private clients’ wealth can be better preserved to maintain their lifestyle today, as well as being put to good use when they die.

Because ADL are experts at structuring wealth during clients’ lifetime, their best intentions come to fruition, families aren’t left fractured and, if they require one, their business succession plan can become a reality.

I’m also passionate about all people in society improving their financial literacy. They can then become more involved in the decision-making processes of wealth management, and understand how to maximise the value of their money.

How I do it:

I’m a chartered adviser and also an associate member of Society of Trust and Estate Practitioners (STEP). This insight allows me to consider the nature, value and jurisdiction of my clients’ assets.

I listen carefully to their challenges and their wishes, discretely putting in place tailored asset protection strategies – and, if needed, tax-efficient and low-management cost investments – to preserve wealth and property across generations.

This could involve Small Self Administered Schemes, Self-Invested Personal Pensions, bonds or international investment tax wrappers.

Who I do it for:

I work with business owners, property developers, and non-UK domiciled/non-UK residents who have UK-based assets. My clients tend to have at least £500,000 and require strategic investment advice.

What to do next:

If you want to find out more about how I can help, book an initial 30-minute eConsult today – and check out our market-leading My Finances app.

Mohammad Uz-Zaman

MA DipFA PETR CeRER CeLTCI (STEP Associate)

Director - Private Client Wealth Management

Prajesh Patel

BSc DipPFS Cert SMP

Director, Private Clients I ADL Wealth

What I do:

I build financial plans which address a range of client concerns. These span disorganised finances; lack of a long-term wealth management strategy; and poor use of tax wrappers. It’s my job to simplify the complexity of financial planning, and this brings my clients peace of mind.

How I do it:

I understand the client’s present-day situation and how they would like to shape their future finances. The next step is to build a bespoke plan which structures their wealth, addressing short-term needs while also aligning with long-term goals. Sometimes, complementary advice is provided by in-house colleagues and our associate partners.

Cash-flow planning is a key aspect. It allows clients to visualise how the plan can help them meet their capital and income targets. Advice can be as simple as contributing to a Stocks & Shares ISA to more complicated strategies such as using a Defined Benefit Small Self-Administered Scheme or a Protective Cell Company.

With my knowledge of several foreign languages, I’m also aiming to play a big part in the international expansion of ADL.

Who I do it for:

All sorts of people: business owners, City professionals, medical experts and residential property landlords to name just a few. They’re characterised by having more than half a million pounds in investable wealth, a household income above £120k and a portfolio of five or more properties.

I also help accountants advise their clients on financial planning.

What to do next:

If you want to find out more about how I can help, book an initial 30-minute eConsult today – and check out our market-leading My Finances app.

ADL Success Team

Keith Simpson

Business Development Manager

With over 30 years in Private Banking in both the UK and in international markets, having worked with HSBC, EFG Private Bank, Merrill Lynch

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Iana Punga

Design Executive

Whether it’s our client friendly guides, brochures, PowerPoint presentations for our coaching sessions and more, Iana ensures the design ali

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Ankit Agarwal

Digital Products Developer

Ankit has been and continues to be pivotal in brining Mohammad’s digital product ideas to life. They both try to do the impossible

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Douglas Maclennan

Account Executive

Douglas looks after a segment of our client accounts. He’s usually the first person you may speak to. He’s there to ensure you’re being...

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Imteaz Ahamed

Non-Executive Director

Imteaz lends his time throughout the year to act as a sounding board for the strategic direction of the company. He has over 15 years of exp

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Keith Simpson

Business Development Manager

With over 30 years in Private Banking in both the UK and in international markets, having worked with HSBC, EFG Private Bank, Merrill Lynch and others, Keith understands the challenges faced by private clients.

Keith’s work covers two important functions:

1. Support HR departments to deliver financial literacy coaching sessions for their staff

2. Support complementary service providers who don’t offer private client services around regulated financial planning and/or estate planning. We recognise you want to ensure your client is well looked after, and we can be your extension to provide that much needed multi-disciplinary support.

Iana Punga

Design Executive

Whether it’s our client friendly guides, brochures, PowerPoint presentations for our coaching sessions and more, Iana ensures the design aligns with our corporate brand. Iana has been pivotal in developing the UI of the version of the My Finances app. With over 10 years of industry experience in design, Iana is an integral part of our team.

Ankit Agarwal

Digital Products Developer

Ankit has been and continues to be pivotal in brining Mohammad’s digital product ideas to life. They both try to do the impossible. If you’ve benefited from the personal finance calculators, you’ve got Ankit to thank. He’s exceptional.

Ankit is a data visualization expert and he’s our go to person for all things MS Excel related. Ankit is also pursuing his CFA studies and has achieved the CFA Level 1 to date.

Douglas Maclennan

Account Executive

Douglas looks after a segment of our client accounts. He’s usually the first person you may speak to. He’s there to ensure you’re being taken care of, and any service level agreements are maintained.

Imteaz Ahamed

Non-Executive Director

Imteaz lends his time throughout the year to act as a sounding board for the strategic direction of the company. He has over 15 years of experience in e-commerce and marketing. He’s currently the Director of Performance Marketing – Nutrition at Reckitt. Imteaz also has his own podcast, which is growing ever more popular – check out Applied Intelligence.

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Get in Touch

0204 553 0062

info@adlestateplanning.co.uk

Unit 379, Salisbury House, London Wall, City of London, EC2M 5SQ

Unit 379, Salisbury House,
London Wall, City of London,
EC2M 5SQ

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You can view our STEP members via the STEP membership register. Click on the STEP logo.

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ADL Wealth is a trading style of Peregrine & Black Investment Management Limited which is authorised and regulated by the FCA. FRN 757727. Registered Office: Argyle House, Joel Street, Middlesex, HA6 1NW. Wills, trusts, lasting powers of attorneys and some forms of inheritance tax planning that involves trusts and/or strategic gifting are NOT FCA regulated activities. Such services are wholly provided by ADL Estate Planning Ltd and not ADL Wealth.

© adl. 2023 - 2024 All Rights Reserved.

Book Consultation
Download App
  • Is your annual income £120k or higher?
  • Do you own international business assets?
  • Will your assets total £2.5m-plus when you die?
  • Are you worried about inheritance tax eroding wealth?
  • Do your beneficiaries live in different countries?
  • Have you built a portfolio of five or more properties?
  • Do you want to protect assets after your death?
  • Are you seeking to set up Trust(s) for your wealth?
  • Do you have financial concerns after divorce/remarriage?
  • Are you or a loved one considering long-term care?
  • Would you like help navigating complex financial rules?

Our clients typically answer Yes to one or more of the following: