Wealth & Asset Preservation

Our experienced Private Client lawyers have an impressive history advising many generations of families and their businesses on private wealth management, helping them to plan for the future during their lifetime.

Geldards’ Private Client lawyers have a reputation for providing tailored advice on cascading and protecting wealth through the generations and are often recommended to clients by financial professionals as the ‘go to’ law firm for succession planning.

Will and trust planning can be structured to offer protection from those changes in family circumstances which are often a cause for concern, for example, if a beneficiary divorces, remarries or needs long term care and where there is a desire to provide for the next generation in a measured and managed way.

We work closely with our clients and other professional advisors to provide joined-up advice tailored to the circumstances and objectives of the individuals, families, farm and business owners we work with, putting in place carefully structured will and trust arrangements designed to ensure exemptions and tax reliefs are fully utilised to avoid unnecessary inheritance tax.

Our team of specialist tax experts can help ensure business owners increase their tax efficiency and reduce their personal tax exposure, as well as providing advice when considering selling or passing on shares in a business.

We help individuals, families and business owners cascade and protect their wealth through the generations whether the immediate concern is giving the next generation a helping hand ‘via the Bank of Mum and Dad’ or to mitigate the eventual inheritance tax burden, advising on appropriate Wills, gifts, trusts, family investment companies and other asset protection structures such as pre and post nuptial agreements, as well as helping clients fulfil philanthropic goals.

We advise on:

  • Wills & planning for the future
  • Inheritance tax planning
  • Lifetime gifts and asset protection
  • Tax & Trusts
  • Family Investment Companies
  • Nuptial and Cohabitation Agreements designed to protect inherited wealth
  • Personal planning for farm and business owners
  • Business succession planning
  • Deeds of Variation
  • Charity & Philanthropy

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What clients say

"They are a very professional and friendly, they speak in a language clients can understand."

Chambers Private Wealth Law Wales 2022

"Making sure financial planners and other professionals work together for the client is key, and learning from other professionals is what makes Geldards such a great firm to work with."

Chambers High Net Worth 2021

"The team is efficient, courteous and knowledgeable and reply to all queries in a timely manner."

Personal Tax, Trusts & Probate, Wales, Legal 500 2022

"The team’s biggest strengths has to be its professionalism, knowledge and communication skills. I’ve dealt with the team for a considerable number of years now and have never found them anything less than perfect to deal with."

Personal Tax, Trusts & Probate, Wales, Legal 500 2022

"Making sure financial planners and other professionals work together for the client is key, and learning from other professionals is what makes Geldards such a great firm to work with."

Chambers Private Wealth Law Nottingham & Surrounds 2022

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