Trust & Estate Management - Partridge Muir & Warren Ltd (PMW)

Protecting you, your wealth and your family

 
 
 

Trust & Estate Management Service



At Partridge Muir & Warren, we understand that you want to protect yourself and do everything you can to ensure your loved ones are well looked after, whatever the future may hold. That is why we formed our sister company, PMW Trust. This company is dedicated to creating and managing trusts, administering estates and overseeing all aspects of related planning. Our purpose is to ensure that you are prepared for any eventuality and that you and your loved ones receive consistent, unbiased and professional advice when it is needed most.

With our comprehensive Private Client Management service you can trust PMW to protect you, your wealth and your family, no matter what the future may hold.

PMW Trust services

As a client of PMW Trust you can choose to benefit from all, or some, of the following services:

Writing a will is incredibly important, especially if you have children or step-children. If you do not leave a will, the law will decide how your money and assets are distributed and this is a lengthy process, that may not be in line with your wishes.

Not only can we help you to gain the peace of mind of knowing your wishes will be carried out, but we can also give you advice and guidance on inheritance tax and probate law.

Our solicitor, Julie Rowe, has extensive experience of creating wills, Lasting Powers of Attorney, administering estates and advising on trusts. She is also a member of the Society of Trust & Estate Practitioners (STEP).

Find out how we can make sure your will is up to date and inline with your wishes.

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It may be difficult to picture a time when you might not be capable of making your own decisions, and hopefully this will never happen. However, it is always important to make sure you are prepared for any eventuality and that is why it is recommended that you establish a Lasting Power of Attorney (LPA). When choosing a Lasting Power of Attorney you should appoint someone that you trust and who will make the right decisions in accordance with your needs and goals. PMW Trust can guide you through the set-up and registration of a Lasting Power of Attorney for financial decisions and ensure that your wishes are carried out without bias. Most importantly, we can be available to your family and friends to help support them during this difficult time and provide them with professional advice and guidance. Request a Call Back
Dealing with the death of a family member or friend is an emotional and complicated process. Where PMW Trust is not named as an executor of an estate, we can assist with the administration tasks on behalf of the executors, working with them to relieve the pressures and stress of ensuring the responsibilities are carried out in line with the wishes of the deceased. We can provide a bespoke service to meet your needs, ranging from simple tax advice to full support with organising the funeral, selling property and distributing the estate. Let us help guide you through the pitfalls of probate and support you when you need it the most. Request a Call Back
The role of trustee can be both complex and time-consuming. Appointing PMW Trust as your professional legal trustee, alongside another trustee, gives you peace of mind that the day-to-day administration and legal responsibilities will be carried out efficiently and with an all-important dose of professional judgement. A corporate trustee promises continuity and ensures that there is always someone available to deal with the requirements of the trust, taking time to fully understand and carry out the wishes and expectations of the settlor. Most importantly, we are in the position of being able to take an unbiased and holistic view of the often intricate needs of the beneficiaries. Request a Call Back
Other services ...
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Wealth Management
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Financial Planning
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Investment Management
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Tax Review

Contact us to arrange your complimentary consultation

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