You have looked after me extremely well over the years and have always been approachable, helpful and easy to talk to. Thank you.
We create fully personalised strategies based on your individual goals, financial circumstances, and long-term aspirations.
Access a dedicated team of chartered advisers, tax experts, and investment specialists all working collaboratively for your success.
We proactively manage and review your plan, ensuring it adapts to changing markets and your evolving needs.
When you are faced with handling the affairs of a loved one who has passed, it can all seem most overwhelming. At such a time, it is vital that you receive the right guidance at the right time, and that the advice you are given is clear and backed by a personal and sympathetic service. If everything has fallen to you to deal with, and you are seeking support to help you find your way through it all, the experts here at Surrey-based Partridge Muir & Warren can assist with a professional estate administration service.
Since 1969, PMW has been taking care of the legal and financial affairs of families throughout Surrey, with many of them retaining us as their preferred advisers over numerous generations.
As you start to navigate your way through these difficult times, we will support you with clear advice and a fully comprehensive service that comes courtesy of many years of experience and in-depth knowledge across all aspects of estate administration and Probate. Surrey-wide, it is something we have become highly respected for.
Our clear and structured process makes it easy to take control of your financial future.
It all begins with a no-obligation meeting to explore your goals and understand how our advice can support your financial future.
We create a personalised financial strategy aligned to your needs – clearly explained and designed to help you make informed decisions.
Once agreed, we put your plan into action and stay by your side – monitoring, refining and guiding you as your life and goals evolve.
When it comes to estate administration, Surrey families can find peace of mind in the fact that the estate management specialists at PMW are members of the Society of Trust and Estate Practitioners (STEP). This means we are considered experts in our field with specific knowledge across probate management, trust administration and inheritance and succession planning.
For many clients, knowing that we are also able to provide qualified advice on how to secure and structure their own finances on receipt of an inheritance provides additional reassurance.
Our own in-house team of estate planning experts, wealth managers, tax advisers, investment and portfolio administrators and legal specialists regularly provides guidance on a variety of matters, from trusts and Inheritance Tax to investment strategy, wealth management, property preservation and estate planning.
Whether you have been appointed executor in a will, or are the official representative of someone who has passed away without leaving a will, we can help you with as much of the estate administration as you need us to, either taking over entirely, or assisting with some of the more complicated tasks, such as applying for a Grant of Probate, or handling the tax and estate accounts side of things.
Our helpful specialists can assist with:
Our clients often tell us that the most valuable part of working with PMW is the feeling of being genuinely cared for. It is not just about financial outcomes – it is about trust, peace of mind, and knowing someone is always in your corner.
*To protect the privacy of our clients, names and photos have been changed. However, the testimonials reflect genuine feedback and experiences.
Book your complementary consultation today and discover how we can help protect and grow your wealth with confidence.
From financial planning to wealth management and estate advice, our services are designed to support you at every life stage.
We understand that choosing a financial planning partner and making decisions about your financial future comes with many questions. To help you feel informed and confident, we’ve answered some of the most common queries we receive from new and prospective clients here.
If you have a specific question that you can’t find the answer to, we’d be more than happy to help. Please feel free to contact us directly or book a complimentary consultation to discuss your needs in more detail.
Probate is another name for estate administration, which is the process of handling the estate and financial affairs of someone who has died. It involves taking care of everything to do with the deceased’s money, assets and belongings and distributing them to their rightful beneficiaries once any taxes and debts have been settled.
A Grant of Probate is different. This is a legal document giving official authority to whoever is responsible for administering the estate, allowing them to deal with the banks, building societies and other institutions where the deceased held assets. A Grant of Probate is not always necessary; please see our dedicated Probate Management page for further information.
The time it takes to fully administer an estate will vary according to how complex the estate is, its size, and whether there are any disputes. As a general rule, it can take around a year to finalise everything, including paying off any debts and any taxes due, and distributing the inheritance.
If someone has died without leaving a will, this is known as dying intestate. Under intestacy rules, the law dictates who will inherit the estate. If there is a relative or friend who is willing to deal with the estate, and where there would have been a need for a Grant of Probate, they can apply for a Grant of Letters of Administration to give them official authority to deal with the financial institutions, settle any debts and distribute the estate to family members in line with intestacy rules. In situations where there are no surviving relatives, the estate will pass to the Crown.
There is a set line of inheritance under the intestacy rules. This government resource will help you work out who will be entitled to a share of the estate.
No. If you would prefer not to take on the responsibility, then you can renounce your duties and allow any other executors named in the will to act, providing you have not already carried out any executor duties, such as settling any debts. Such duties do not include arranging a funeral or securing property.
It is also possible to renounce your duties and hand over the responsibility for estate administration to a solicitor. In either case, you will need to sign a renunciation form which is then lodged with the Probate Registry, along with the Grant of Probate application being made by the remaining executors or solicitor. Once registered, the renunciation is only usually reversible in the most exceptional circumstances.
The cost of estate administration services will depend upon how much work there is to do, and how complex the estate is. We will talk to you at the outset to understand how much help you are looking for and to learn more about the detail of the estate. Following this, you will be provided with an estimate of fees for approval before we go ahead.
Once we have assessed your needs, if appropriate, we will arrange an initial meeting. The meeting will be with one of our Chartered Financial Planners. The purpose of the meeting will be to discuss your circumstances and objectives and understand what we can do to help. Advice will not be provided at your first meeting, although if we believe we can help you to achieve your objectives we will explain your options and outline any costs.
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