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: