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About Us

We aim to build a better every day, always thinking beyond and how we can have a positive impact.

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Who We Help

We help you make strategic decisions, achieve your long-term objectives, reduce costs and grow your bottom line, whilst also keeping you fully compliant with the latest tax obligations.

73 Cornhill

London, EC3V 3QQ

Beyond Compliance

Private Client Services

Private Client Services

Achieve your financial goals and optimise your wealth

Whether you’re an entrepreneur, landowner, high net worth individual, trustee or family office, we can support you with your legal and tax responsibilities, giving you certainty and peace of mind.

Private Client

How can we help?

Wills, Trusts and Estate Planning

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Our team will guide you through each step, whether it’s reviewing or creating a Will, or advising on the most efficient way to pass down wealth through the use of trusts.

Wills, Trusts and Estate Planning

Lasting Powers of Attorney

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We can advise on and implement lasting powers of attorney for financial and health matters.

Lasting Powers of Attorney

Probate and Estate Planning Administration

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Our dedicated team will assist you with the probate process. We offer support and advice to many bereaved families and individuals, acting responsibly with honesty, trust, openness, and care.

Probate and Estate Planning Administration

Investment Strategies

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Our team can advise on appropriate Investment strategies for Trustees and Estates.

Investment Strategies

Financial Planning Strategy

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Working with our FCA regulated entity, we will ensure your financial planning dovetails into a wider estate planning strategy. This includes providing advice on Inheritance tax exempt investments and implementing life insurance arrangements to fund for future estate liabilities.

Financial Planning Strategy

International Tax

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Whatever your international aspirations are, our international tax team are here to minimise your exposure to tax, which includes advice on property structuring, residence and domicile issues.

International Tax
Wills, Trusts and Estate Planning
Lasting Powers of Attorney
Probate and Estate Planning Administration
Investment Strategies
Financial Planning Strategy
International Tax

Get in touch

If you’re looking for a better way to manage your financial affairs, we would love to work with you.

We’d be happy to arrange a free consultation – simply fill in the enquiry form or call us on the number below.

Get in touch

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OUR EXPERTS

Private Client Services Team

why choose us

Why Gerald Edelman

From advice on mitigating tax to transaction structuring and succession planning to settling family disputes

Our specialists across wealth management, estate planning, inheritance, tax and probate will work closely with you to provide practical advice, sensitive to your needs.

We also have an international tax team that can support you with cross border tax advice as well as residence, domicile and inheritance tax matters.

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