Beyond Compliance
Estate Planning
Certainty and peace of mind for your family’s future.
Every individual’s estate planning needs are unique, and we understand that your priorities are personal.
Our Estate Planning services are tailored to your specific circumstances. With our guidance, you can ensure that your assets are protected, your wishes are honoured, and your loved ones are taken care of—without facing unnecessary tax liabilities.
Estate Planning Services
How can we help?
Will preparation
We assist you in creating or updating your will to guarantee that your estate is distributed according to your wishes. A well-prepared will can prevent disputes and provide clarity for your loved ones.
Inheritance Tax planning
Our Inheritance Tax advisers work with you to minimise the tax your estate will owe upon your passing. By planning ahead, you can maximise the inheritance that goes to your beneficiaries.
Tax planning and Trusts
We help you establish trusts and provide ongoing tax advice to ensure your assets are passed down efficiently through generations. Trusts can be a powerful tool for protecting wealth and minimising taxes.
Get in touch
Whether you’re starting to plan your estate or looking to update your current plans, our dedicated Estate Planning team is here to support you. We’re always available to answer your questions, no matter how small or sensitive they may be.
We’d be happy to arrange a free consultation—simply fill in the enquiry form or call us on the number below.
Call us
+44 (0)20 7299 1400Get in touch
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Why Gerald Edelman?
Our team has extensive experience in Estate Planning, Inheritance Tax, and Wealth Management, providing you with expert advice and peace of mind.
We pride ourselves on offering more value for money compared to other firms, fixing our costs based on the complexity of the work, not the size of your estate.
We aim to be a lifelong adviser for our clients, building a deep understanding of your financial affairs to make estate planning an easy and reassuring process.
Frequently Asked Questions
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.
Further support
Family Office
Inheritance Tax Advisers
Probate