Many thanks for your continued patience and understanding, which is much appreciated.
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.
For more than five decades, individuals and families Surrey wide have placed their trust in Partridge Muir & Warren (PMW) for a range of financial planning needs, including financial advice on inheritance.
Since our founders started PMW in 1969, we have always been fully focused on protecting the wealth of our clients. We are multi-award winning chartered financial planners, considered to have achieved the highest level of professional industry standards by our commitment to putting the needs and goals of our clients at the heart of all we do.
You may be looking to reduce how much Inheritance Tax your loved ones pay on your estate when you die.
Or perhaps you want to make sure that what you leave behind goes to the right people, at the right time, without raising issues for those who may be claiming benefits, vulnerable in some way, or subject to bankruptcy orders for example.
It could be that you are eager to protect your estate due to family complications, such as remarriages, divorces or financial issues amongst certain members.
Every individual and every family are different, and this is precisely why at PMW, we always fully tailor our advice and approach to suit individual needs and goals.
So, whatever your reasons for seeking the services of a specialist financial adviser for inheritance, you can rest assured that at PMW, we will commit ourselves to doing everything we can to ensure your wishes are met, using our extensive and comprehensive knowledge to put strategies in place that are designed to safeguard what is important to you, and your family.
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.
Financial advice around inheritance encompasses a range of tactics, which means you will need fully-rounded advice. The good news is that PMW is more than simply a financial advice company. We are a team of financial planners, tax advisers, estate planners, legal specialists and investment and portfolio administrators. The in-depth, combined knowledge we are able to provide means that you will have access to all the guidance you need to ensure the inheritance you leave behind is safeguarded and maximised.
From Inheritance Tax planning and will writing, to Lasting Powers of Attorney, setting up trusts and investment management, we seek to take care of every aspect of managing your inheritance, with a fully tailored approach.
Naturally you will want to pass on as much of your estate to your loved ones as possible, whilst ensuring that you can continue to live a comfortable life and pursue all your dreams.
We have successfully put in place a range of effective inheritance management strategies for our clients, with a view to:
If you are looking for financial advice on inheritance, please be assured that you will be in safe, helpful and very competent hands with Partridge Muir & Warren.
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.
Inheritance Tax (IHT) is a tax payable on the value of a person’s estate when they die. The estate includes property, possessions and cash. If the value of the estate is more than the current IHT threshold, also known as the nil rate band, and with exemptions factored in, then IHT will be charged at the prevailing rate.
A trust is a legal arrangement that makes it possible for you to place assets under the management of a trustee for the benefit of someone else. They are often used as an inheritance management strategy as they have the power to reduce the Inheritance Tax payable on an estate. Many people also make use of trusts to protect their beneficiaries, particularly those who are young, disabled or vulnerable.
At PMW, we have always been dedicated to working to a transparent and unbiased pricing structure across all of our services. With our inheritance management service, you will never find any hidden charges, and you will always be kept fully informed of the costs involved.
Once we have assessed your needs we will arrange an initial meeting at our offices in Esher, Surrey. We can also offer a virtual meeting if this is your preference. The meeting will be with one of our Chartered Financial Planners and will be at our expense (you will not be charged). 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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