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Financial Advice in Esher, Surrey | Partridge Muir & Warren
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Financial Advice in Esher, Surrey | Partridge Muir & Warren
  • About
    • About
    • What Our Clients Say
    • Meet The Team
    • Join The Team
  • Services
    • Financial Advice
    • Wealth Management (WMS)
    • Investment Management (IMS)
    • One-Off Assignment (OOA)
    • Probate and Estate Planning (PMW Trust)
    • Tax Services (PMW Trust)
  • News & Insights
  • Our Awards
  • Community
    • Elmbridge Philanthropy
    • In the Community
  • Contact
    • Contact Us
    • FAQs
  • Complimentary Consultation

Estate Administration

Estate Administration

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.

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    Estate administration services Surrey families know they can rely on

    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.
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    Watch our video to find out what we can do for you

    How can we assist you with estate administration in Surrey?

    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:

    • Applications for Grants of Probate and Letters of Administration
    • Full probate and estate administration service
    • Liaising with the Public Guardianship Office (PGO)
    • Preparation and submission of Inheritance Tax return
    • Preparation of Estate Accounts
    • Trust set-up
    • Professional trustee service
    • Inheritance Tax advice
    • Estate planning
    • Will drafting
    • Investments and financial planning

    What our clients say

    • One of PMW’s underlying strengths is that every client is treated as an individual and the company ensures that it offers a specialised service tailored to the client’s needs and not one based on a ‘one size fits all’ approach. I have used PMW for over 35 years and therefore observed, at close hand, the increasing sophistication of their analytical investment approach which has resulted in wise and appropriate choices of suitable investment products, and I have been very pleased with the returns obtained.  Indeed, I have recommended them to friends which, of course, is the ultimate test of a client’s satisfaction.

      Mr Mayer

    • Partridge Muir and Warren’s approach has always been a friendly, helpful and informative one. l am very happy to be part of the PMW family.

      Mr and Mrs Morriss

    • I have been with PMW for seven years and they have always been very professional, easy to work with and courteous. Most importantly, they cover every aspect of our financial necessities and have achieved our investment goals and objectives. They are exactly what retired investors need. Very professional but in a most pleasant way. Our meetings are always very enjoyable and I look forward to them.

      Mr Keane

    • I first met Simon Lewis at a pre-retirement seminar run by my employer in mid ‘90s. It was my first experience of wealth management and at that time had little surplus wealth to invest, but I signed up. I retired after a career which included long periods on contract working outside UK, and so I have neither a full state pension, nor a maximum employer’s pension. Management of our savings is thus of great importance, as regular withdrawals provide a top up to our income. Over the years we have learnt more about PMW and Simon, who is now CEO, and have come to trust their investment philosophy. It is completely tailored to our requirements, as a result of in depth and regular discussion with us. PMW have what I regard as an intensive doubting style. They do not take potential investment funds at face value, but dig under the surface to determine whether the fund is sound, before investing. They also ensure that the fund continues to perform. Not only are we able to withdraw a regular income from our savings and achieve an agreed, and satisfactory, capital appreciation, but we have also called on our funds from time to time to buy a larger item such as a new car, and the funds have been released and available quickly. We have no hesitation in recommending PMW to you. Our funds are managed prudently and professionally and we have confidence that they will manage your funds in the same way.

      Dr and Mrs Hood

    • You have looked after me extremely well over the years and have always been approachable, helpful and easy to talk to. Thank you.

      Mrs Watts

    • Many thanks for your continued patience and understanding, which is much appreciated.

      Mrs Crump

    • We can’t thank you enough for this. I know your presence ​alone has been of great comfort to my mother; your expertise is clearly huge and so useful to us at this difficult time.

      Anonymous

    • Your help and guidance was most invaluable and very much appreciated in this respect, as it was all way beyond my understanding of these matters. You have been extremely patient and understanding throughout the whole procedure. I cannot thank you enough for all that you have done for me – you were wonderful.

      Ms Faulkner

    • “We can rely on PMW’s guidance and knowledge with the various markets. Whilst I take a bird’s-eye view of what is going on in markets, it is reassuring that we know that PMW can deliver an in-depth view – that over time has proved to be successful”

      Mr and Mrs Boyd

    Partridge Muir & Warren
    Aissela
    46 High Street
    Esher
    Opening Hours
    Monday – Friday
    9am – 5pm

    Frequently asked questions

    1
    What is a Grant of Probate?
    1
    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.
    2
    How long does estate administration take?
    2
    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.
    3
    What if someone dies without leaving a will?
    3
    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.

    4
    I have been appointed executor, do I have to handle everything myself?
    4
    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.
    5
    How much does estate administration cost?
    5
    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.

    For the personalised advice that is so important during this challenging time, talk to PMW.

    To learn more about how our helpful experts can assist with estate administration services Surrey wide, please get in touch.

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    Partridge Muir & Warren Ltd

    Aissela, 46 High Street,
    Esher, Surrey, KT10 9QY
    mail@pmw.co.uk
    01372 471550

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    Services we offer

    Financial Advice
    Investment Management
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    Wealth Management
    Financial Planning
    Financial Planning for Individuals
    Financial Planning for Families
    Retirement Planning
    Managing Inheritance
    Probate and Estate
    Estate Planning
    Estate Administration
    Probate Management
    Professional Trustee Service
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    Tax Services
    Inheritance Tax planning
    Setting up Trusts
    Lasting Powers of Attorney

    Areas we cover

    Surrey
    Chessington
    Claygate
    Cobham
    Ditton
    Esher
    Hampton
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    Horsham
    Kingston
    Oxshott
    Richmond
    Shepperton
    Walton-on-Thames
    Weybridge
    Wisley
    Berkshire
    Hampshire

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    Partridge Muir & Warren Ltd is authorised and regulated by the Financial Conduct Authority.
    Registered in England and Wales, company registration number 952508. Registered office, Aissela, 46 High Street, Esher, Surrey, KT10 9QY.
    The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves.
    To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk
    PMW Legal Limited. Trading as PMW Trust. Registered in England. Company number 10199785. Licensed by the Institute of Chartered Accountants in England and Wales to carry out the reserved legal activity of non-contentious probate in England and Wales.
    Registered office: Aissela, 46 High Street, Esher, Surrey, KT10 9QY. Telephone calls may be recorded.
    Copyright © 2022 Partridge Muir & Warren Ltd. All Rights Reserved.
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