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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.

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

Relevant Services

Investment Management

Speak to one of our experienced Investment Managers to discuss our range of management services.

IHT Portfolio Service

Investing in the AIM market to reduce a potential IHT liability.

Stockbroking Service

We offer competitive commission rates for the purchase of securities on your behalf.

Arrange an Initial Meeting

Please fill in your details to book an initial consultation with our investment experts.

How it works:​

You will be able to ask any questions you have and find out more about investing with Hedley & Co.
  • One of our investment managers will be in touch over the phone or via email.
  • You will be able to ask any questions you have and find out more about investing with Hedley & Co.
Your consultation will be at our cost and there is no obligation to work with us afterwards.

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The value of investments and any income from them can fall and you may get back less than you invested.

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Hedley & Co are authorised and regulated by the Financial Conduct Authority number: 471207

Hedley & Co Stockbrokers and Wealth Managers is a trading name of Hedley and Company Stockbrokers Limited.

A member of the London Stock Exchange

Registered in England & Wales number 06355300 at: 19 Trident Park, Blackburn, BB1 3NU. 

VAT N°: 741117368