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How we can help with

Wealth Management:
Leaving a legacy

(Access webinar below)

Ensure your estate is properly structured during your lifetime to ensure a simpler transfer on your death.

Our lives are busy with a demanding career as we manage several important relationships. We fail, we learn, we try again, we succeed. But along the way it is only natural there is going to be fracture lines that we have not been able to repair or circumstances that could threaten our accumulated wealth.

We recognise the obligations we have to our families, but we are concerned about the financial challenges our partner, spouse, and children will face as they continue their journey. Naturally, we would like to do what we can to make life that little easier for them so they can achieve their fullest potential and in turn pay their successes forward.

But the threat of financial mismanagement, a divorce settlement claim, creditor, and bankruptcy claims and of course generational inheritance tax on the same wealth that would suffer inheritance tax on our own death seriously concerns us.

We are concerned about disputes occurring among our family members over our wealth. We want to be satisfied that our testamentary instructions will be carried out without a successful challenge.

At ADL Estate Planning, we consider your financial situation closely and develop a tailored strategy that optimises how you own your assets today, consider the way you grow your assets and how best to pass on your assets to your intended beneficiaries.

The reality is that if you put off your estate planning it can pose all sorts of problems for the people left behind and it could mean you also lose the opportunity to protect your legacy for later generations.

Download our strategy document for married couples and civil partners with an estate value over £650,000. 

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