Frequently asked questions

Email us in confidence at info@adlestateplanning.co.uk if you have further questions.

Are you regulated by the FCA?

As we do not provide any regulated financial advice, we do not need to be regulated by the Financial Conduct Authority.

What geographical areas do you cover?

We cover England and Wales. We can at times commute into Europe for clients who have property and business interests there.

How much does financial advice cost?

This varies between one advisory firm to another,  please contact your recommended adviser.

How much does estate planning advice cost?

This will relate directly to the complexity and size of your estate.

 

You should expect fees from £1,500 if you are a single person with an estate value above £325,000.

NB: Dependent on the complexity of the case we may also charge a separate higher consultancy fee before we begin the execution of works. 

Complex areas may include:

  • Offshore property inc. US property
  • Non-UK domiciled individuals
  • Non-standard property ownership structures
  • Commercial property
  • Dealing with business assets and businesses
  • Reviewing existing estate planning strategies in place
  • BTL Incorporation

Submit any further questions here.