ADL Estate Planning Ltd Bewertungen 64

Prajesh was incredibly generous with his insight and sensitivity to my situation, giving me tailored, compassionate advice when I was feeling very overwhelmed and uncertain about the future.

I used ADL to plan my estate after watching one of their colleagues give a fantastic presentation at a local business networking group. He explained how much money people overpay in taxes by failing to plan their estate correctly.

After my initial consultation with Mohammad and his thorough explanation, I was sure they were the right people/company to plan my estate.

They were very polite and patient, and most importantly, they ensured that my wife and I understood every bit of the process and why everything was required.

All in all, I am very happy with ADL's service. I have already recommended them to others and will continue to do so.

Thank you once more.

Mohammed certainly knows his stuff. He put us at ease straightaway. Talked us through all the technical legal jargon so that we could understand it at our level. He is very knowledgeable in all aspects of Estate Planning, IHT etc. I would have no hesitation in referring any of our friends to him.

Have to reiterate what other clients have already said. Mohammad is extremely personable. He meticulously goes through all aspects in order to formulate the correct will for the individual. He welcomed our layman's questions and answered them in full. Very quick to respond to our emails. He is obviously a Workaholic, as some replies were deep into the evening. A man at the very top of his game. No hesitation in recommending him to anyone seeking a watertight Will. Harvey & Pamela

Mohammad was an absolute star. He clearly has all round knowledge from Tax , IHT , investments, Trusts and wills.
Mohammad took time to listen and understand my needs and proposed bespoke solutions to fit my requirements. Unlike some free 30 minute consultation his session was not rushed and I didn’t feel pressured to make any decisions. It was very obvious from the contents of the discussion that Mohammad expertise in Wealth Management would benefit any client especially those with complex needs as he makes things very simple and has a great ability to think on his feet. Thank you

Very detailed expertise, much more so than most. Would highly recommend, especially if you have a more complex estate as it really needs someone of ADL Estate's calibre.

detailed unrushed conversation with all the many questions asnwered patiently. Recommended

I was so impressed with Mohammed’s knowledge and expertise.I was surprised to learn so many tax saving and wealth management strategies.He was a one stop shop !He took his time and was transparent .Agood human being too!

An incredibly insightful meeting where I learned a lot. I now have a clear path forward with ADL for tax planning that will benefit my business and my successors.

Very professional and attentive to the details. I love the way Mr. Mohammad UZ-Zaman handled the research for my case - he came back with a few scenarios and clear pros and cons. Transparency about the costs, timing and potential implications of the decision to be made was superb. Communication was great too - he constantly updated me while being in the middle of the task. Highly recommend

The service was friendly, very informative and open. All options for financial planning were covered.
Would highly recommend this company.

I had a first meeting with Mr Mohammad UZ-Zaman. He very competent and knows his stuff well.He is patient and explains things well. It’s been eye opening and would recommend him. Very thorough and knowledgeable!

I was referred to ADL and Mohammed after expressing a need to complete a complex will on my grandfathers behalf. He came with glowing credentials and a work ethic like no other. I couldn't believe how patient he was explaining everything to my grandfather and delivered detailed legal explanations in easy to understand sessions with no pressure to commit to anything.

He was extremely knowledgeable and thinking even farther than I was aware of.
This was incredibly helpful and the engagement has not even formally started lol

I thought I knew a bit but spoke with Mohammad who was a fountain of knowledge and opened my eyes further. I briefly described my position and dilemma concerning my pension and gifting to minimise IHT. Very pleased with the discussion and look forward to working with him.

Excellent, professional and trustworthy with more than a degree of empathy and providing sound advice to little old me.

Will certainly consider contacting again for advice.

I had an introductory conversation with Mohammad. He was very knowledgeable and gave clear, understandable explanations about all options. Would highly recommend.

I am a retired solicitor and run amongst other things a corporate and private client consultancy and referral business.

I have known Mohammad of ADL Estate Planning or Mo as I call him for a number of years. I have drafted hundreds of wills and trust documents over the years but despite that, Mo’s experience and understanding of all the issues surrounding high-value estate planning means that I work with Mo when it comes to my high-value clients to ensure that they get the best advice.

Further, Mo is also backed up by a team of highly experienced will and trust specialists, which is often needed when brainstorming planning ideas, which I also hold in high regard. It means therefore that the technical aspects and all the drafting issues are properly and professionally dealt with.

Mo is quick to respond and is on the ball. Most importantly of all, however, Mo is able to communicate easily with our clients and can explain things in simple terms rather than confusing our clients with complex legal issues …… so clients love him!

If you are an accountant, solicitor or financial advisor then I would recommend reaching out to Mo as he can easily handle areas of advice and work that are outside of your in-house expertise.

, Mohammed was professional and took the time in helping us through the process of defining our Will requirements. In no way did we feel pressurised throughout the process.
Would thoroughly recommend if you were thinking of setting up your Will.

Mohammed had been excellent, his advice and help has been very welcome
My will and trust have been set up with his input with no problems at all.

I won this trust and will in a competition and received prompt help and advice from Mohammed.
Would recommend him to others in need of this kind of help