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
View our locations
At Hepburn Delaney, our office locations are all based around the Hertfordshire area. Check out nearest office to you and pay us a visit today.
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“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”
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