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  • 01442 218 090 - Hemel
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Hepburn Delaney
Hemel Hempstead 01442 218 090
Harpenden 01582 353 162
Tring 01442 251 571
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    • Hemel Hempstead
      01442 218 090
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      01582 353 162
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      01442 251 571
  • Home
  • Services
    • Inheritance
      • Court of Protection
      • International Estate Planning
      • Later Life Planning
      • Power of Attorney
      • Probate
      • Residential Care Planning
      • Tax Planning
      • Testamentary Guardianship
      • Trusts
      • Wealth Management
      • Wills
    • Family
      • Child Arrangements
      • Civil Partnership
      • Domestic Abuse
      • Financial Arrangements for Children
      • Financial Settlements
      • International Divorce
      • Judicial Separation
      • Mediation
      • Pre & Post Nuptial Agreements
      • Relocation
      • Separation & Divorce
      • Specific Issues and Prohibited Steps Orders
      • Unmarried couples
    • Children
      • Adoption
      • Advice for Family Members
      • Child Arrangements
      • Child Protection
      • Financial Arrangements for Children
      • Domestic Abuse
      • Mediation
      • Modern Families
      • Relocation
      • Parental Responsibility
      • Testamentary Guardianship
      • Specific Issues and Prohibited Steps Orders
  • Blog
    • Case Studies
  • About
    • Our Team
  • Locations
    • Harpenden
    • Hemel Hempstead
    • Tring
  • Search
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Wealth Management

HOW CAN WE HELP?

Select an Inheritance Service
  • Court of Protection
  • International Estate Planning
  • Later Life Planning
  • Power of Attorney
  • Probate
  • Residential Care Planning
  • Tax Planning
  • Trusts
  • Wealth Management
  • Wills
  • Inheritance Team

Our specialist wealth management solicitors are experts in helping clients to protect their wealth and secure their future, not only for themselves but for future generations.

Having a proper plan in place, tailored to your own individual requirements, will give you the peace of mind to know your affairs are in order and your family will always be protected.

How can we help?     

We can assist with all areas of protecting your wealth including helping you to get properly structured Wills in place, helping you to make Lasting Powers of Attorney so that your loved ones can assist you in managing your wealth if something unexpected happens, and advising you on trusts to protect your assets.

We can also help you plan for tax so that the best use is made of your hard-earned wealth and any future tax is mitigated. This might be inheritance tax and we can work with you on a strategy for gifting assets to future generations now to reduce the value of your estate. We can also work with financial advisors and accountants to help you structure your assets in the most tax efficient manner.

If you are inheriting money from the estate of someone who has died and want to pass those funds straight on to other beneficiaries, so as to mitigate your own future tax liabilities, we can advise you on Deeds of Variation and assist in rearranging estates.

If you own investments or second properties our specialist team of wealth management solicitors can advise you on capital gains tax and help you put in place a plan for passing on these assets in the most tax efficient way possible.

You might also wish to consider income tax and the way in which you receive any income from second properties. If you are a married couple and one of you is a lower rate tax payer, we can assist you in the preparation of Declarations of Trust to amend your shares in the property so that the income can be declared by the person who will pay the least amount of tax on it.

If you would like to make an appointment to discuss your wealth preservation and estate planning with our specialist solicitors, please contact us and we can help tailor a bespoke plan to meet your individual needs.

Contact our wealth management solicitors

To get in touch with our Inheritance Team, please:

Call us on 01442 218090

Send an email to info@hepburndelaney.co.uk

HOW CAN WE HELP?

  • Court of Protection
  • International Estate Planning
  • Later Life Planning
  • Power of Attorney
  • Probate
  • Residential Care Planning
  • Tax Planning
  • Testamentary Guardianship
  • Trusts
  • Wealth Management
  • Wills

FROM THE BLOG

When do I need to make a Will? 

When do I need to make a Will? Have you asked yourself the question, when do I need to make [...]

TESTIMONIALS

“From the very first contact with Sumaiya, I felt confident she was the right person to help us prepare our wills. At our first meeting she explained our options clearly and professionally answering all our questions and providing all the information we needed to make a decision on the best way to proceed. Subsequent communication was clear and timely, and she helped make the whole process very easy for us. We would have no hesitation in contacting Sumaiya for any future matters or recommending her to friends or family”

MEET THE TEAM

Hepburn Delaney

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  • Hepburn Delaney Ltd
  • 7, The Progression Centre
  • Mark Road
  • Hemel Hempstead
  • HP2 7DW
  • 01442 218090
  • Hepburn Delaney Ltd
  • 1 Waterside
  • Station Road
  • Harpenden
  • AL5 4US
  • 01582 353162
  • info@hepburndelaney.co.uk
Hepburn Delaney

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