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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

Inheritance Tax and Estate Planning Seminars

Inheritance Tax and Estate Planning Seminars

With more than 50 years of experience, you can be sure that we have the expertise and knowledge to ensure you meet your financial goals and objectives. We have a long-standing history of running seminars, covering a number of important issues relating to your finances.

Whether you are middle-aged, approaching retirement or already retired, it is never too early to start laying the foundation to ensure your estate is protected for future generations.

So if you wish to find out more about inheritance tax mitigation, trust and estate planning, investment strategies and much more, come along to one of our seminars hosted by CEO and Chartered Financial Planner, Simon Lewis. All seminars are entirely free of charge and without obligation.

Due to Covid-19 we are not running any seminars in 2020. Please submit your details and we will be sure to notify you when we are able to run them again.

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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
    Portfolio Management
    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
    Will Writing
    Tax Services
    Inheritance Tax planning
    Setting up Trusts
    Lasting Powers of Attorney

    Areas we cover

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

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    Client Privacy Notice
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    AdvisoryHQ
    AdvisoryHQ
    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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