We offer
Tailored estate planning advice
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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.
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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