“We have appreciated the warm and personal approach of PMW. No request has been too much trouble.”
Planning ahead or managing an estate after bereavement? Our experienced team provides trusted guidance with estate planning, probate management, and professional trustee services.
From estate planning and tax mitigation to probate and trust management, we bring everything together under one roof – with seamless coordination between our in-house financial, legal and tax specialists.
We understand the emotional weight of planning for the future or handling an estate. You’ll receive clear, compassionate advice, tailored to your circumstances and delivered with discretion.
Whether passing on wealth, appointing trustees or setting up a Lasting Power of Attorney, we help you plan ahead with confidence – protecting your legacy and those you care about.
Planning ahead gives your loved ones clarity and comfort. Managing an estate well ensures their legacy is honoured.
Whether you are thinking ahead with a will or trust, appointing an attorney to act on your behalf, or managing a loved one’s estate after death, we are here to support you – with sensitive guidance and practical, professional solutions.
Our Probate Management and Estate Planning services are delivered by a dedicated in-house team of legal, tax and financial experts, all based here at our HQ in Esher, Surrey and ready to support you, face-to-face.
We handle everything from probate administration to Lasting Powers of Attorney, Inheritance Tax planning, trust management and will writing – either as a one-off service, or as part of your wider wealth planning.
Whatever the situation, you can count on calm, impartial advice and thoughtful support that puts people first.
“Partridge Muir and Warren’s approach has always been a friendly, helpful and informative one. I am very happy to be part of the PMW family.”
Administering an estate after a loss can be a time-consuming and emotionally challenging responsibility. That is why our clients are often relieved to learn that expert help is at hand.
Whether you engage us to support you with certain aspects of the estate management process, such as applying for a Grant of Probate or dealing with HMRC on the tax aspects, or you appoint us as professional executors to take care of everything on your behalf, you can expect calm, organised, experienced support across all the practical, financial and legal tasks involved.
From securing assets to valuing and selling property, and from organising the funeral to managing tax returns and distributing the estate, we provide as much or as little help as you need.
Our probate and estate management services are delivered through PMW Trust, our in-house legal arm, licensed by the ICAEW to carry out non-contentious probate in England and Wales. Licensing reference: C006446085. Regulations: www.icaew.com/regulations.
Reducing the tax burden – protecting their future
Inheritance Tax planning is one of the most valuable steps you can take to protect the wealth you have built — and to ensure more of it reaches the people and causes that matter to you.
Our team takes time to understand your family structure, your goals, and your wishes, and then applies the most appropriate strategies — from gifting and trusts to residence allowance planning, pensions, property and charitable legacies.
Everything is tailored to your individual circumstances, and explained in a way that is clear, practical and free of jargon.
Putting your wishes in writing – with care, clarity and balance
A well-written will gives your loved ones clarity – and gives you peace of mind. Whether you are writing your first will or updating an existing one (something we recommend you do every five years or following a major life change), we will guide you through every step with clarity and care.
We take time to understand what matters most to you. If you are unsure how to divide your estate, or have no close family, we will help you explore meaningful options. We will also gently challenge any legacy-related decisions that might cause confusion or upset after you have gone – so you can make balanced, informed choices with confidence.
From appointing guardians to avoiding family disputes, our will writing service is a core element of our estate planning service – designed to help you think clearly, plan thoughtfully, and act with consideration and fairness.
Planning for every possibility – and protecting your wishes
It is not easy to imagine a time when you may be unable to make your own decisions. But preparing for that possibility now can protect you – and ease the burden for your loved ones later.
A Lasting Power of Attorney plays a key role in estate planning. It allows you to appoint someone you trust to make important financial, property and welfare-related decisions on your behalf, should you lose mental capacity through accident or illness. It is a vital safeguard, helping to prevent delays, disputes and distress at a time when calm, informed choices are most needed.
At PMW, we take time to explain your options and guide you through the process so that you – and your appointed attorneys – are fully aware of how it all works. We will ensure your wishes are accurately documented and legally valid – and can also act as your professional attorney (independently or alongside a trusted friend or family member) if that is your preference.
This gives your attorney the authority to manage your finances and property, such as paying bills, managing bank accounts or arranging a house sale. You can choose to give this power immediately after registration, or only if you lose capacity in future. Setting it up does not remove your right to make decisions while you are still able.
This allows your attorney to make decisions about your daily care, medical treatment and life-sustaining care – but only if you lose mental capacity. You can outline specific wishes in advance, helping to ensure that decisions made on your behalf reflect your personal beliefs, values and preferences.
Helping you plan, protect and honour what matters most
Trusts can be an effective way to manage, protect and pass on wealth — whether you are supporting a family member, creating a charitable legacy, or planning for the long term. Acting as a trustee comes with important legal and administrative responsibilities, which is why many people choose to appoint a professional trustee to share the load.
PMW Trust – our in-house legal arm – can act alongside a family member or independently to ensure the trust is managed efficiently, in line with its original purpose, and with an objective view of the beneficiaries’ needs.
With us, you have continuity, experience, and the reassurance of knowing decisions will be made with care and professional judgement.
We also offer expert guidance on setting up and managing trusts, from structuring and tax efficiency to lifetime gifting and succession planning.
Get in touch to learn more about our Professional Trust Management Services
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 complimentary consultation today and find out how our professional estate planning and probate services can help you prepare for the future and protect your loved ones — with clarity, sensitivity and care.
Our relationship-based financial planning services are designed to support you at every life stage.
Whether you are preparing for the future, navigating the probate process, or considering how best to protect your assets, we are here to provide clear answers and trusted support.
Here we cover some of the most common queries we receive. If you have a specific concern, or would like to talk through your situation, please get in touch or book a complimentary consultation.
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Probate Pricing Information
At PMW Trust we pride ourselves on providing a bespoke and personalised service to each and every client. Once we have had the opportunity to discuss your requirements in detail, we may indicate a fixed fee for the provision of specific services or an indicative range of fees for a particular assignment. Fees will always be communicated and agreed with you in advance of commencing work.
Our fees may depend not only upon the time spent on your affairs but also on the level of skill and responsibility and the importance and value of the advice that we provide, as well as the level of risk. As a result, fees for individual engagements will vary, however the scenarios below have been provided to give an indication of our likely fee ranges.
Obtaining grant of probate – simple, low value estate
Example:
£1,500 – £2,700 (excluding VAT)
Obtaining grant of probate – taxable estate
Example:
£3,000 – £6,000 (excluding VAT)
Full estate administration
In addition to the above scenarios:
£5,000 + (excluding VAT) depending on complexity of estate and work required.
Disbursements
There are a small number of additional charges that may apply, such as probate application fees and search costs. Relevant expected costs will be outlined in our engagement letter prior to the commencement of work.
As part of our probate accreditation, we are required to collect, report and publish diversity data about our employees.
Full details of this requirement can be found at: www.icaew.com
PMW Trust is dedicated to encouraging a supportive and inclusive culture amongst the whole workforce.
We support the principles of equal opportunities and recognise the benefits of a diverse workforce. The directors are committed to providing a working environment that is free from any form of discrimination and victimisation on any grounds.
Nobody is treated less favourably on the grounds of age, disability, gender/gender reassignment, pregnancy and maternity, race, religion or belief, sex, and sexual orientation in the provision of PMW Trust’s services.
Full details of our Equality & Diversity Policy can be obtained from the company by requesting this from our Director and Head of Legal Practice, Simon Lewis.
PMW Trust is a small firm and the directors do not want members of staff to feel they could be identified from the summarised results that we have collated. For this reason, only less sensitive data is disclosed below.
Of the directors and staff who responded to the survey, 20% are male and 80% are female and were aged between 25 and 64.
Of the members of staff who responded to the survey, all were considered not disabled as per the Equality Act, nor affected by any health issues.
Once we have assessed your needs, if appropriate, we will arrange an initial meeting. The meeting will be with our Solicitor. 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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