Trusted expert guidance

Individual Case Support for complex or high-net worth scenarios

Whether the situation is muddled, multi-faceted or generally unfamiliar to you, we bring the technical clarity and practical support to help you move forward with confidence.

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What this can look like

We’ve helped advisers navigate complex scenarios such as:

Progressing an intergenerational wealth planning strategy incorporating multiple loan trusts and Chargeable Lifetime Transfers

Tax efficient decumulation strategies from an investment portfolio comprising multiple investment wrappers

Designing a holistic planning strategy incorporating existing investments

Supporting the implementation of Inheritance Tax planning and arranging the settling of an estate tax efficiently following the death of a client

Designing a strategy to address the tax efficient payment of significant whole of life premiums

Working with you

Tailored input for your most complex cases

01. Acting as a second pair of expert eyes before advice is presented

02. Providing assistance on how to present a complex planning strategy to a client

03. Preparing client-facing material and, where required, joining client meetings

04. Ensuring recommendations meet company, industry and FCA requirements

05. Identifying any areas where additional advice is required

This service is used by individual advisers, paraplanners, business owners, and growing firms who need flexible, case-by-case technical input.

Why it works

Not every case fits the standard mould. We step in where advisers and firms need extra technical support, providing practical guidance that helps you move forward quickly. This ensures clients get the right outcomes – and the financial planning strategy is as good as it can be.

Book a call

Individual Case Support

Specialist Consultants

Julia says…

"Some cases just don’t feel right – too many moving parts or a bit too close to the line. That’s where we step in. To make sure nothing’s missed, and the adviser can act with confidence."

– Julia Kiff

Co-founder

Common questions we help answer:

Can someone check this logic before I present it?

What’s appropriate based on the client’s profile?

What am I not seeing here?

What’s the best way to structure this advice?

How do I write this up in a way that holds up?

Book a call

Need support with a complex case?
Talk to Adeptli

Whether you need hands-on support or want to explore joining Adeptli as a consultant – we’re ready when you are.

Complex Case Support

Specialist Consultants

Need to know more

Frequently Asked Questions

Browse our FAQs to learn more about our support and services.

Individual Case Support for complex or high-net worth scenarios

We’ve helped advisers navigate complex scenarios such as:

Progressing an intergenerational wealth planning strategy incorporating multiple loan trusts and Chargeable Lifetime Transfers

Tax efficient decumulation strategies from an investment portfolio comprising multiple investment wrappers

Designing a holistic planning strategy incorporating existing investments

Supporting the implementation of Inheritance Tax planning and arranging the settling of an estate tax efficiently following the death of a client

Designing a strategy to address the tax efficient payment of significant whole of life premiums

Tailored input for your most complex cases

01.

Acting as a second pair of expert eyes before advice is presented

02.

Providing assistance on how to present a complex planning strategy to a client

03.

Preparing client-facing material and, where required, joining client meetings

04.

Ensuring recommendations meet company, industry and FCA requirements

05.

Identifying any areas where additional advice is required

Why it works

Specialist Consultants

Julia Kiff

Dave Lardner

Rich Ross

Julia says…

"Some cases just don’t feel right – too many moving parts or a bit too close to the line. That’s where we step in. To make sure nothing’s missed, and the adviser can act with confidence."

– Julia Kiff

Common questions we help answer:

Need support with a complex case?
Talk to Adeptli

Frequently Asked Questions

Need help with a challenging case?

Individual Case Support for complex or high-net worth scenarios

We’ve helped advisers navigate complex scenarios such as:

Progressing an intergenerational wealth planning strategy incorporating multiple loan trusts and Chargeable Lifetime Transfers

Tax efficient decumulation strategies from an investment portfolio comprising multiple investment wrappers

Designing a holistic planning strategy incorporating existing investments

Supporting the implementation of Inheritance Tax planning and arranging the settling of an estate tax efficiently following the death of a client

Designing a strategy to address the tax efficient payment of significant whole of life premiums

Tailored input for your most complex cases

01.

Acting as a second pair of expert eyes before advice is presented

02.

Providing assistance on how to present a complex planning strategy to a client

03.

Preparing client-facing material and, where required, joining client meetings

04.

Ensuring recommendations meet company, industry and FCA requirements

05.

Identifying any areas where additional advice is required

Why it works

Specialist Consultants

Julia Kiff

Dave Lardner

Rich Ross

Julia says…

"Some cases just don’t feel right – too many moving parts or a bit too close to the line. That’s where we step in. To make sure nothing’s missed, and the adviser can act with confidence."

– Julia Kiff

Common questions we help answer:

Need support with a complex case? Talk to Adeptli

Frequently Asked Questions

Need help with a challenging case?

Need support with a complex case?
Talk to Adeptli