Our approach is simple but all too often, the law is not. Making a Will is one of the most important things you will ever do and, whether or not personal circumstances may appear to be uncomplicated, decisions you make may adversely affect your future, leaving family and loved ones with an unnecessary tax burden.

When someone close to you dies, sorting out the money and property can be daunting and distressing. If you don’t leave a valid Will the law of intestacy will apply, a situation further complicated if you are co-habiting, have children or an estate over the inheritance tax threshold. There is often scope to tailor a will to help achieve significant tax savings.

Our trusts and estate specialists can advise you on effective strategies to ensure you do not pay tax unnecessarily putting you in a position to take advantage of available exemptions and reliefs and to make informed choices about the options for lifetime gifts.

Geldards has an outstanding reputation for providing high quality advice to a diverse range of clients on all aspects of wills, estate and wealth planning.

We can help you with:


WHAT PEOPLE SAY

"Is extremely professional but friendly. They seem to balance it perfectly and are prepared to give advice and take a view"
Private Wealth Law, Chambers & Partners 2021

"Geldards is a very long-established firm in Cardiff and has always had a very good reputation. The firm's private client offering includes advice relating to trust administration, estate planning and other wealth preservation strategies"
Chambers & Partners: High Net Worth Directory 2020

"The team are extremely professional but friendly. They seem to balance it perfectly and are prepared to give advice and take a view"
Chambers & Partners: High Net Worth Directory 2020

"I've got no hesitation in recommending Geldards for the work that they do and I have done so in the past. I have no reservations at all and I am very, very pleased with the services they provide."
Chambers & Partners: High Net Worth Directory 2020

"I would unerringly go back to them for this work. I have not one complaint and I couldn't even think of anything. They have competence, confidence and they've been really helpful. One of the good things about them is that there's always somebody there and if you don't have someone, there's always somebody there to get back to me on the same day."
Chambers & Partners: High Net Worth Directory 2020

"an extremely professional and organised firm who work collaboratively alongside other professionals for the best outcomes for clients."
Chambers & Partners, 2020

"very professional’ team at Geldards LLP, which 'thinks outside of the box’
Legal 500,2020


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