Clarity in the complex

Technical Consultation for queries, analysing documentation and interpreting advice policy.

From tax wrappers and trusts, to drawdown and gifting, we provide clarity, structure, and confidence to your technical discussions

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What this can look like

We’ve helped advisers and firms get clarity on:

Mapping income and capital access from multiple wrappers

Reviewing lifetime gifting strategies involving trusts and affordability checks

Reviewing historic trust documentation and summarising the impact on a planning scenario

Analysing income sustainability as part of a holistic planning strategy

Considering whether proposed planning meets internal, regulatory and industry expectations

Assessing the impact of legislative and regulatory changes on specific client scenarios

We keep it simple for a reason

How we help Advisers and Firms

01. Act as a technical sounding board when you need fast input

02. Support paraplanners and advisers with practical planning insight

03. Provide written technical rationale for your file

04. Help refine and structure advice – to deliver a good client outcome

05. Bridge the gap between planning ambition and regulatory reality

This service is used by advisers, business owners and technical teams needing expert interpretation on a flexible, case-by-case basis.

Why it works

We don't overcomplicate – we help you get it right.
You’ll get insight from consultants who understand how the rules work in real life, not just how they read on paper.

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Technical Consultation

Specialist Consultants

Dave Lardner

DipPFS

Adeptli Co-Founder

Julia Kiff

FPFS

Adeptli Co-Founder & Chartered Financial Planner

Rich Ross

DipPFS, EFA, ACSI, Cert SMP

Technical Consultant

Julia says…

"Technical advice doesn’t need to sound complicated – it needs to work. We focus on making sure your plan holds up, delivers value, and stays compliant."

– Julia Kiff

Co-founder

Common questions we help answer:

What’s the best wrapper to fund this plan?

Is this drawdown income strategy sustainable?

How does Consumer Duty impact the advice I’m giving?

Can I use this trust to meet the client’s goals?

Is this approach too complex for what’s needed?

Book a call

Need a second opinion on something technical? Talk to Adeptli

Whether you’ve got one question or a multi-layered plan – we can help you test the logic and move forward with confidence.

Technical Support

Specialist Consultants

Need to know more

Frequently Asked Questions

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

Technical Consultation for queries, analysing documentation and interpreting advice policy.

We’ve helped advisers and firms get clarity on:

Mapping income and capital access from multiple wrappers

Reviewing lifetime gifting strategies involving trusts and affordability checks

Reviewing historic trust documentation and summarising the impact on a planning scenario

Analysing income sustainability as part of a holistic planning strategy

Considering whether proposed planning meets internal, regulatory and industry expectations

Assessing the impact of legislative and regulatory changes on specific client scenarios

How we help Advisers and Firms

01.

Act as a technical sounding board when you need fast input

02.

Support paraplanners and advisers with practical planning insight

03.

Provide written technical rationale for your file

04.

Help refine and structure advice – to deliver a good client outcome

05.

Bridge the gap between planning ambition and regulatory reality

Why it works

Specialist Consultants

Dave Lardner

Julia Kiff

Rich Ross

Julia says…

"Technical advice doesn’t need to sound complicated – it needs to work. We focus on making sure your plan holds up, delivers value, and stays compliant."

– Julia Kiff

Common questions we help answer:

Need a second opinion on something technical? Talk to Adeptli

Frequently Asked Questions

Need expert technical advice?