Why Gerald Edelman?

We understand that dealing with wills, trusts and probate can be a complex and stressful process, which is why we’re here to guide you through each step and achieve the best possible outcome for yourself and your family. 

As a team of probate accountants, our substantial experience with inheritance tax and financial planning means we offer significantly more value for money compared with other options, particularly law firms. We fix our costs based on expertise and value, not the size of the estate in question. For most of our clients, we’re a trusted, lifelong advisor that is already familiar with their financial affairs, which makes planning their estate with us an easy choice to make. 

Click the ‘Contact’ button above to discuss your situation with one of our friendly advisors, or discover more about the Probate and Estate Planning services we provide below.

How can we help?

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Estate administration

We will work with the executors to gather all the necessary information and will complete the deal application, including obtaining the Grant of Probate.

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Inheritance tax planning

Our inheritance tax advisors can help you plan ahead to ensure the tax you pay on your estate upon death is minimised.

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Tax planning and trusts

We can help you ensure assets are passed down through generations in a tax efficient manner through trusts and ongoing tax advice.

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Acting as an executor

We can act as executors if you wish to have a Professional Executor to support your family.

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Will preparation

We can help you create or update your will to ensure your estate is distributed as per your wishes.

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Residence and domicile status

If you live overseas but are a British domicile you may still be liable to inheritance tax. We can advise you in these circumstances.

What happens next?

Whether you’re looking to plan your estate, minimise inheritance tax or simply need assistance with grants, distributions or administration, Gerald Edelman offers exceptional value across a full range of Probate and Estate Planning services.

Led by Richard Kleiner, our dedicated Probate Services team will first seek to understand the details of your situation before talking through your options and best course of action. We are always on hand to address any concerns or questions you may have, no matter how small or sensitive they may seem.

We’d be happy to arrange a free initial consultation with you over the phone, video call or at our Cornhill office in the City of London – simply fill in the enquiry form above or contact us on +44 (0)20 7299 1400 to speak to one of our Probate and Estate Planning specialists.


Meet the team

“Richard Kleiner has been a trusted and respected adviser for more than thirty years and has always responded above and beyond the normal support which might be expected.”

"My work mainly focuses on providing tax advice to clients, from high net worth individuals and personal tax clients to non-resident landlords."

"My focus is mitigating my clients' tax liabilities by structuring both their business transactions and their personal planning."

Frequently Asked Questions

Are there ways I can minimise inheritance tax?

The best ways to minimise inheritance tax include, making a will, staying below the inheritance tax threshold, putting assets into a trust and giving assets away that are free from capital gains tax. There are also a number of investments that individuals can make that can qualify for BPR, which can be fully exempt from IHT, whilst retaining ownership of the assets.

What are the benefits of managing wills and probate with an accountant, rather than a law firm?

In terms of cost, accountants are more likely to offer you fixed costs, while solicitors will often take a percentage of the estate. 

What are the main challenges people face when planning their estate?

Some of the main challenges we find people face include, coordinating estate planning with retirement planning, building contingencies and flexibility in the plan, protecting beneficiaries and connecting assets to the estate plan. 

How long does the probate process generally take?

On average, the process will take anywhere between three to six months.

To speak to our team, call us or send us a message using the following form and we will be in touch.

T: +44 (0)20 7299 1400