Professional Trustee Service
Professional Trustee Service
There are many reasons why appointing a professional trustee can be considered an astute decision. If you are considering setting up a trust to protect your assets, to ensure your loved ones are adequately provided for, or as a way to reduce Inheritance Tax so that your estate is passed on in the most efficient way possible, it really is well worth taking time to explore the advantages of using a professional trustee service.
Since 1969, Partridge Muir & Warren has been taking care of the financial and estate planning needs of individuals, business owners and families across Surrey.
As chartered financial planners, and with an in-house team of highly experienced and qualified legal, financial, investment and tax planning specialists on hand to address every aspect of your estate planning requirements, you can feel totally reassured when appointing PMW as our professional trustee.
Why appoint a professional trustee?
For anyone who does not have a clear understanding of the intricacies of trusts, the pressure can often be quite considerable. So much so that mistakes can be made when administering the trust, which can impact negatively on the interests of the beneficiaries.
By appointing a professional trustee, you will feel reassured that your trust is being administered by an expert with the relevant knowledge to ensure that the goals of the trust are met, and that all associated legal and tax related responsibilities are fulfilled so that costs and penalties do not factor.
For trustees who are also beneficiaries, it can be difficult to make unbiased decisions, which could in turn lead to disputes amongst fellow beneficiaries. A professional trustee acts from a position of impartiality. They take an objective view on the individual circumstances of the trust, ensuring that the interests of all beneficiaries are considered.
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Why choose PMW for professional trustee services in Surrey?
Acting as your professional trustee, or working alongside your own appointed trustee in an advisory capacity, we are able to ensure your beneficiaries’ inheritance is protected.
There is a great deal to consider when distributing assets under a trust. From the tax and financial status of the beneficiaries, to any personal circumstances such as debt or divorce; without professional knowledge across a range of legal, financial and tax matters, there is always the risk that the assets may not safely reach the intended recipient.
With members of our team Society of Trusts Estate Practitioners (STEP) qualified, you will benefit from the additional professional qualifications that demonstrate we have the appropriate expertise to carry out the role of trustee.
A professional trustee service, from an award-winning team
The team at Partridge Muir & Warren has been widely acknowledged for its quality of service with a string of awards.
The City of London Wealth Management Award, ours for two years running, recognises our client service promise. The title of Wealth Manager of the Year Southern England has also been awarded to our team courtesy of votes from our clients and the general public. In addition, we have been presented with the accolade of Best UK Independent Adviser by Advisory HQ has for the past four consecutive years.
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 duty to take account of the settlor’s wishes is one such responsibility, as is a duty to ensure fairness between beneficiaries and also to take account of tax considerations. This is precisely why it is widely recommended to appoint a professional trustee with the necessary expertise around tax planning and investment strategy.