Inheritance,
Wealth Preservation
& Estate Planning

At Hepburn Delaney our team of specialist Inheritance Solicitors are experts in all aspects of wealth protection and estate planning.

Our team is headed up by Managing Associate Sumaiya Smyth who has in excess of 15 years’ experience advising clients from all walks of life on their planning.

Whether you are a young family looking to put Wills in place to make sure your children are protected, a professional with your own business looking to safeguard your estate, or a retiree looking to protect assets and plan for care, we can assist with your needs.

If you have suffered a bereavement and need help administering the estate, we can support you through the process from beginning to end. We can deal with all aspects of the probate process and provide a flexible service completely tailored to your individual requirements.

Our team advises a broad spectrum of clients from all age groups and levels of wealth, and in all geographical locations. Our solicitors are members of the Society of Trust and Estate Practitioners (STEP), a global professional body that helps families plan for their futures, as well as Solicitors for the Elderly, a national organisation committed to looking after the needs of older and vulnerable people.

Young people planning for the future

If you have just bought your first home, or just had your first child, and you want to make a Will then our team can guide you through the process.

If you are buying a home with your partner and each contributing different amounts to the deposit our experienced inheritance solicitors can help you put a Declaration of Trust in place.

Professionals and business owners planning to protect their wealth

If you run a business, we can help you structure a plan to protect your family and the smooth running of the business in the event something happens to you. We can advise you on Lasting Powers of Attorney so there is always someone to look after your assets and we can help you make separate business Lasting Powers of Attorney so that your co-directors can carry on managing your business in the event of an accident. We can also work with your accountants and financial advisors to make sure you have the right life insurance policies and pension plans in place.

Updating your planning throughout your lifetime

If your circumstances change, perhaps due to a separation or divorce, our team can help you update your Wills to reflect that change. Our specialist family team can also guide you through the matrimonial process and help you achieve the best financial settlement to meet your needs.

If you are getting married and need to update your Wills, our team can ensure everything is in place for you in advance of the wedding so there is no time period for which you are not covered. If it is your second marriage, we can help you make sure that your children on both sides are always protected.

Complex planning with international aspects

If you have built up substantial wealth, or are lucky enough to have had a windfall such as a lottery win or an inheritance, we can advise you on your tax liabilities and structure a plan to help you make the best use of the money and mitigate future tax.

If you have holiday homes or other assets abroad, we can help you make sure you have the right Wills in place in each country and that your assets will pass as you want them to.

Protecting assets for vulnerable beneficiaries and future generations 

If you have a child with a disability, we can help you set up trusts to make sure someone is appointed to look after them when you are no longer around, and to manage their inheritance for them.

We can also help you use trusts to plan for the future tax liabilities of the next generation.

Retirement planning and considering care

If you are about to retire, or already enjoying your retirement, we can work with your financial advisors to create a plan to ensure all the wealth you have amassed is protected. We can help you plan for any future care needs whilst ensuring you can still protect assets to provide for your children’s future.

Probate and estate administration

If you are the executor in a Will, or you have a family member who has died without a Will, we can guide you through the probate process. We can liaise with all the financial institutions on your behalf, complete the inheritance tax returns, and deal with the court application to obtain probate. Our bespoke administration service can be personalised to your needs and if you would like to do some of the work yourself then our team will still be on hand to answer any questions you have and advise you at each stage of the process.

Get in touch with our Inheritance Solicitors

Whatever your situation, our team of specialist inheritance solicitors can advise you and help you to structure a plan which is individually tailored to your particular needs.

To contact the Inheritance Team, please:

Call us on 01442 218090

Send an email to info@hepburndelaney.co.uk