Today, we lead busy lives interlaced with complicated financial affairs and intricate family relationships, yet only three in every ten people living in the UK have made a will.

It’s clear that the whole process can make many pretty nervous – and emotional. It’s a job we all know we must do but often put off until later. However, in the context of modern family life and an increasingly litigious society, making a will has never been so important.

The Private Client team at Geldards has worked with a variety of clients over many years, preparing a wide range of Wills from the straight-forward to more sophisticated bespoke documentation designed to preserve wealth for future generations.

Our aim is to make sure you feel reassured in the knowledge that your affairs are in order, your loved ones taken care of and you are provided with practical, jargon-free advice – tailored to your particular circumstances.

We pride ourselves on taking time to understand your circumstances and goals so that your will planning is tailored rather than adopting a one size fits all approach. We recognise that some of our clients will have simple affairs and straightforward needs which can quickly and easily be addressed whilst others, particularly those with assets approaching or in excess of the inheritance tax threshold, a business or farm or more complicated family circumstances will benefit from our tailored approach. Whatever your circumstances, our expert advice to guide you through the process of making your will represents great value for money and we are usually able to provide a fixed fee quote so that you know exactly what the cost will be at the outset.

It’s also important to know that we don’t simply file your Will away and forget it either. Your will have the opportunity to receive e briefings or other regular communication helping you keep up to date with changes in the law that may affect you. Making a Will is one of the most important things that you will ever do – you need to make sure you get it just right.

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Geldards is proud to be supporting the Wallich Wills Month starting Monday 3rd September 2018. Law firms across South Wales have been asked to contribute to a free Will writing service which the Welsh homelessness charity is promoting to the over 50s during this month.
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