Probate and Estate Management - Partridge Muir & Warren Ltd (PMW)

Protecting you, your wealth and your family

 
 
 


Probate & Estate Management



At Partridge Muir & Warren, we understand that you want to protect yourself and do everything you can to ensure your loved ones are well looked after, whatever the future may hold. That is why we formed our sister company, PMW Trust. This company is dedicated to Probate and Estate Administration, Will writing & Estate Planning. Our purpose is to ensure that you are prepared for any eventuality and that you and your loved ones receive consistent, unbiased and professional advice when it is needed most.

With our comprehensive Private Client Management service you can trust PMW to protect you, your wealth and your family, no matter what the future may hold.

What is Probate?

Probate is the entire process of administering a deceased persons estate. This involves organising their money, assets and possessions and distributing them as inheritance (after paying any taxes and debts).

How we can help

Dealing with the death of a family member or friend is an emotional and complicated process. Even when PMW Trust is not named as an executor of an estate, we can assist with the administration tasks on behalf of the executors, working with them to relieve the pressures and stress of ensuring the responsibilities are carried out in line with the wishes of the deceased. We can also be names as an executor in your Will.

We can provide a bespoke service to meet your needs, ranging from simple tax advice to full support with organising the funeral, selling property and distributing the estate.

PMW Trust services

As a client of PMW Trust you can choose to benefit from all, or some, of the following services:

Dealing with the death of a family member or friend is an emotional and complicated process. Where PMW Trust is not named as an executor of an estate, we can assist with the administration tasks on behalf of the executors, working with them to relieve the pressures and stress of ensuring the responsibilities are carried out in line with the wishes of the deceased. We can provide a bespoke service to meet your needs, ranging from simple tax advice to full support with organising the funeral, selling property and distributing the estate.

PMW Trust is licenced by the Institute of Chartered Accountants in England and Wales to carry out the reserved legal service of non-contentious probate in England and Wales. Details of our probate accreditation can be viewed at www.icaew.com/probate under reference number C006446085. The probate regulations can be found at www.icaew.com/regulations

Let us help guide you through the pitfalls of probate and support you when you need it the most. Request a Call Back

Writing a will is incredibly important, especially if you have children or step-children. If you do not leave a will, the law will decide how your money and assets are distributed and this is a lengthy process, that may not be in line with your wishes.

Not only can we help you to gain the peace of mind of knowing your wishes will be carried out, but we can also give you advice and guidance on inheritance tax and probate law.

Our solicitor, Julie Rowe, has extensive experience of creating wills, Lasting Powers of Attorney, administering estates and advising on trusts. She is also a member of the Society of Trust & Estate Practitioners (STEP).

Find out how we can make sure your will is up to date and inline with your wishes.

Request a Call Back
It may be difficult to picture a time when you might not be capable of making your own decisions, and hopefully this will never happen. However, it is always important to make sure you are prepared for any eventuality and that is why it is recommended that you establish a Lasting Power of Attorney (LPA). When choosing a Lasting Power of Attorney you should appoint someone that you trust and who will make the right decisions in accordance with your needs and goals. PMW Trust can guide you through the set-up and registration of a Lasting Power of Attorney for financial decisions and ensure that your wishes are carried out without bias. Most importantly, we can be available to your family and friends to help support them during this difficult time and provide them with professional advice and guidance. Request a Call Back
The role of trustee can be both complex and time-consuming. Appointing PMW Trust as your professional legal trustee, alongside another trustee, gives you peace of mind that the day-to-day administration and legal responsibilities will be carried out efficiently and with an all-important dose of professional judgement. A corporate trustee promises continuity and ensures that there is always someone available to deal with the requirements of the trust, taking time to fully understand and carry out the wishes and expectations of the settlor. Most importantly, we are in the position of being able to take an unbiased and holistic view of the often intricate needs of the beneficiaries. Request a Call Back

Diversity

Diversity Monitoring
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
Diversity Statement

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.

Diversity Monitoring Report

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, 16% are male and 84% are female. All staff are aged between 35 and 54.

Of the 6 members of staff, all 6 were considered not disabled as per the Equality Act, nor affected by any health issues.

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