A professionally drafted will provides peace of mind that your assets will pass to the right people, at the right time, and in accordance with your wishes.
At Gerald Edelman, we help individuals, families, and business owners put in place wills that reflect their personal circumstances and decisions. Our unique approach considers Inheritance Tax, asset protection, and succession planning, providing clients with joined up advice that helps protect and pass on wealth efficiently across generations.
Speak to our team
We create and review wills that reflect your wishes, family circumstances and long-term objectives. Where appropriate, we consider your will as part of a wider estate planning strategy.
We identify practical opportunities to manage your Inheritance Tax position, make effective use of available reliefs and preserve more wealth for future generations.
Trusts can protect family wealth and provide greater control over how assets are passed on. We advise on suitable structures and asset protection strategies based on your circumstances.
A Lasting Power of Attorney allows trusted individuals to make decisions on your behalf if you are no longer able to do so, providing certainty for you and your family.
We support executors and families through probate, helping to ensure estates are administered efficiently, sensitively and in accordance with legal requirements.
For over 80 years, we have been advising families, business owners, and high-net-worth individuals on wills, estate planning, and succession matters.
We also work closely with solicitors, financial advisers, and other trusted professionals to provide a coordinated approach.
To discuss your will or wider estate planning objectives, get in touch with our team.
Call us
Submit
By combining technical expertise with an understanding of your personal and family objectives, we provide practical, tailored advice focused on protecting and preserving wealth over the long term.
Many firms can assist with preparing a will. What sets Gerald Edelman apart is our ability to look beyond the document itself and consider the wider implications for your estate, family, and future generations.
Our specialists bring together expertise in Inheritance Tax planning, trusts, probate, business succession, and intergenerational wealth planning. This joined-up approach helps us identify opportunities and risks that may otherwise be overlooked.
A will ensures your assets are distributed according to your wishes and can help avoid unnecessary complications for your family.
Your estate will be distributed under the rules of intestacy, which may not reflect your wishes or benefit the people you intended.
We recommend reviewing your will every few years and following significant life events, such as marriage, divorce, the birth of a child or substantial changes in your circumstances.
A will can form an important part of an Inheritance Tax planning strategy and help maximise available reliefs and exemptions.
Yes. A will sets out what happens to your estate after your death. A Lasting Power of Attorney allows trusted individuals to make decisions on your behalf during your lifetime if you lose capacity.
Yes. We advise on trusts, Inheritance Tax and wider estate planning matters based on your individual and family circumstances.
Yes. We support executors and families with all aspects of probate and estate administration, helping them manage the process as smoothly and efficiently as possible.
Contact us
Estate Planning
Probate
Inheritance Tax Advisers
