Wealth Management For Trusts & Estates

At Hedley & Co, we offer wealth management for trusts and estates that is tailored to each individual client. 

Over the years, our dedicated team has built long standing relationships with clients, their families and their trusts. We are highly experienced in managing and nurturing the investment portfolios of trusts.

Want to know more? Don't hesitate to get in touch with our experienced team of Wealth Managers.
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Hedley & Co's Wealth Management For Trust And Estates

At Hedley & Co, 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 capability to release share certificates on behalf of estate beneficiaries. We 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. If you would like to find out more about wealth management for trusts and estates with Hedley & Co, don't hesitate to get in touch.

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.

Book a free consultation

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

How it works:​

We offer a free no obligation consultation where we can discuss what investment options are open to you and explain how we can help you with your financial future. 
  • One of our investment managers will be in touch over the phone or via email.
  • We will answer any questions you have about investing and explain the benefits of our service at Hedley & Co.
Once you have submitted the form with your details we will be in touch to arrange your free consultation. 

Book your free consultation now

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Speak to one of our investment managers

Our Lancashire Offices

It's important to know that with any investments or income raised from them can fall therefore you may get back less than what you invested. 

Connect with us

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