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.
Estate administration services Surrey families know they can rely on
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.
Watch our video to find out what we can do for you
How can we assist you with estate administration in Surrey?
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
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.
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.
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.
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.
You have looked after me extremely well over the years and have always been approachable, helpful and easy to talk to. Thank you.
Many thanks for your continued patience and understanding, which is much appreciated.
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.
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.
“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”
“After 40 years of advice we feel that our finances are sound and being very effectively managed. We are regularly updated and meet every six months when we have a very comprehensive meeting reviewing the past and planning for the future. We are confident that future generations will be provided with their astute advice.”
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.
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.
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.