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We offer

Discrete non-aggressive asset protection
strategies to protect & preserve your
estate using wills, trusts and lasting
power of attorneys.

How we can help with

Check out the following tiles to explore our consultancy areas

Leaving a legacy

We consider the strategies you need to take inorder to ensure your wealth is passed onto your intended beneficiaries upon your death.

Business Succession

If you are a business owner, we consider your intentions with your shareholding giving due consideration to business continuity and tax efficient transfer.

Gifting to children

Making an outright gift of property, cash or investments to children can create more problems than it solves. We tailor strategies to achieve your objectives.

IHT Planning

A vast subject area that may require the involvement of several professionals. We have the inhouse expertise to deliver a broad range of solutions and where necessary involve our associate partners.

Powers of Attorney

If you’ve lost mental capacity your financial affairs and personal welfare are at risk as trusted family members  won’t have the automatic legal right to make key decisions on your behalf.

Property Portfolios

You could be a budding entrepreneur looking to develop your property portfolio or a well established portfolio landlord. You’ll have very different challenges and we can help guide you.

Schedule a call now
for some advice

Free

30 Minutes initial enquiry

Learn more about us and how we are likely to support you and/or your business.

Paid

1 Hour 30 Minutes discovery call

We discuss your circumstances in detail and give you actionable advice. The consultancy fee is credited towards any implementation fees.

Events

Do you fit our client profile?

Would you say 'yes' to one of the following?

Salary

120k

Do you earn more than £120,000 per annum?
Portfolio

5

Do you have a property portfolio of 5 or more  properties? Or are you an ambitious property entrepreneur?

Asset

2.5m

Do you have assets of at least £2.5M, or are projected to have so at death?
Property

Business

Do you have a business that is likely to still be trading on death?

Success Stories

See more reviews on TrustPilot

ADL has been a delight to work with. Extremely knowledgeable about the subject of IHT, but also how this technically fits into the bigger picture and wider wealth planning.

- Rob, Independent Financial Adviser







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