Dual qualified as a regulated wealth manager holding status as a pension transfer specialist and also an expert in trusts. Mohammad ensures his clients have a joined-up approach between their financial planning and estate planning i.e. specialist wills, trusts, lasting powers of attorney and even business structuring needs.
Inheritance Tax Planning
Capital Gains Tax Planning
Property Portfolio structuring
Trust Fund Planning
Your home may be repossessed if you do not keep up repayments on your mortgage.
Please note all regulated financial planning advice is provided via Holborn Assets Ltd.
Any complementary non-regulated planning needs are provided by associate partners, for instance, ADL Estate Planning Ltd (<url hidden>), a specialist estate planning firm where Mohammad Uz-Zaman is a Director.
You can see independent reviews for Mohammad Uz-Zaman, via his role at ADL Estate Planning here:
Similarly, where specialist accountancy services are required we'd make an introduction to highly competent chartered accountants who can also act in a complementary manner to ensure a joined-up approach to address the breadth of our clients' financial context and ambitions.
24 International House, Holborn Viaduct, City of London, EC1A 2BN
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