Trusts & Estates

Hedley & Co have built long standing relationships with clients, their families and their trusts. We are highly experienced in managing and nurturing the investment portfolios of trusts.

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We believe it is vital for every investment portfolio to prioritise the objectives of its beneficiary, and there is no exception when it comes to trusts. Our Investment Managers will ensure the owners wishes and the trust deed are obeyed at all times, whilst consistently ensuring the benefactors are protected.

Hedley & Co also offer a facility to deal with deceased estates, with the the capability to release share certificates on behalf of estate beneficiaries. Hedley & Co also offer a probate valuation and nominee service to assist in the winding up of estates.

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Our Inheritance Tax Portfolio Service also enables clients to mitigate or reduce potential Inheritance tax liabilities that may arise later in life.