• Get in touch
  • 01372 471550
  • mail@pmw.co.uk
Financial Advice in Esher, Surrey | Partridge Muir & Warren
Our App mail@pmw.co.uk 01372 471550
  • About
    • About
    • What Our Clients Say
    • Meet The Team
  • Services
    • Financial Advice
    • Probate and Estate Planning
    • Tax Service
  • News & Insights
  • Our Awards
  • Community
    • Elmbridge Philanthropy
    • In the Community
  • Contact
    • Contact Us
    • FAQs
  • Virtual Consultation
Financial Advice in Esher, Surrey | Partridge Muir & Warren
  • About
    • About
    • What Our Clients Say
    • Meet The Team
  • Services
    • Financial Advice
    • Probate and Estate Planning
    • Tax Service
  • News & Insights
  • Our Awards
  • Community
    • Elmbridge Philanthropy
    • In the Community
  • Contact
    • Contact Us
    • FAQs
  • Virtual Consultation

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.

Find out more

Complete the form and we will be in touch to discuss our services in more detail with you.




    Please call me to discuss my enquiry
    I would like to receive interesting articles from PMW relating to personal investment, tax and estate planning

    For information on how we use your data please read our Privacy Policy.

    pmw team

    Why appoint a professional trustee?

    Your financial wishes are important, so it stands to reason you will want to ensure they are fulfilled. The role of trustee can be both complex and time-consuming. There are numerous responsibilities, and an overriding duty of care to the beneficiaries.

    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.
    pmw team

    Watch our video to find out what we can do for you

    Why choose PMW for professional trustee services in Surrey?

    Here at PMW, we have all the legal, financial, tax and investment expertise you need right here in-house, but without losing the personal touch that makes all the difference when dealing with something as important as your personal finances, and when planning for the security of your loved ones’ future.

    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

    A professional trustee service provides peace of mind of continuity, knowing there is always an expert available to handle the requirements of the trust. As a company that has for over 50 years been dedicated to preserving the wealth of our clients, you can rely on us to take unlimited time to fully understand the wishes of the trust settlor, to deal with the unique requirements of the trust, and to ensure the often intricate needs of the beneficiaries are dealt with objectively.

    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.
    What our clients say
    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.

    Mr and Mrs Morriss

    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.

    Mr Andrew Mayer

    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.

    Mr Keane

    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.

    Dr and Mrs Hood

    You have looked after me extremely well over the years and have always been approachable, helpful and easy to talk to. Thank you.

    Mrs Watts

    Many thanks for your continued patience and understanding, which is much appreciated.

    Mrs Crump

    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.

    Anonymous

    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.

    Ms Faulkner

    Thank you for an incredibly informative and interesting morning. It certainly opened my eyes to the complicated world of IHT planning, trusts and pensions. I hope to use PMW in future.

    Mrs Ford

    Very informative seminar. I expect to use PMW for specific advice in the future. When particularly important decisions are to be taken I will be sure to contact PMW.

    Mr Wilkins

    Partridge Muir & Warren
    Aissela
    46 High Street
    Esher

    Opening Hours
    Monday – Friday
    9am – 5pm
    Frequently asked questions
    1
    Can you act as trustee alongside someone I appoint myself?
    1
    Yes. We can act as a professional trustee alongside you or another trustee to ensure impartiality and provide professional and expert advice when required.
    2
    What is a settlor?
    2
    A trust settlor is the person who creates the trust with a view to passing assets to the trustees. Trusts are also known as ‘settlements’ which is where the term ‘settlor’ comes from.
    3
    What is the difference between an executor and a trustee?
    3
    An executor is the person you appoint to deal with the administration of your estate on your passing. A trustee on the other hand is someone you appoint to administer any ongoing trusts that you have set up within your will. It is perfectly acceptable for the same person to carry out both roles.
    4
    Does a trustee have legal responsibilities?
    4
    Yes, trustees have very important responsibilities in common law and can be held personally liable for any losses arising from a breach of duties.

    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.
    5
    Can I appoint my beneficiaries as trustees?
    5
    There is nothing in law to stop you appointing beneficiaries as trustees, but do think twice. Disputes and conflicts of interest are not at all uncommon due to a lack of impartiality when making decisions, which is why it is always a wise idea to appoint a professional trustee who will act in an unbiased way and in the best interests of all the beneficiaries.

    Want to learn more about appointing PMW as your professional trustees?

    By appointing PMW as your professional trustee, you can rely on our experienced and dedicated team of professionals to ensure your trust is managed efficiently and in line with your wishes.

    BOOK YOUR NO-OBLIGATION COMPLIMENTARY CONSULTATION

    Submit your email address below to receive CEO insights

    Loading

    Partridge Muir & Warren Ltd

    Aissela, 46 High Street,
    Esher, Surrey, KT10 9QY
    mail@pmw.co.uk
    01372 471550

    Follow us online

    Follow us online
    Follow us online
    Follow us online
    Follow us online

    Areas we cover

    Claygate
    Cobham
    Esher
    Horsham
    Kingston
    Richmond
    Weybridge

    Other pages

    Meet the Team
    Statements and Risk Warnings
    Client Privacy Notice
    Privacy Policy for Our App
    Privacy Policy
    Our App
    Contact Us
    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
    Copyright © 2020 Partridge Muir & Warren Ltd. All Rights Reserved.
    • Virtual Consultation
    • Contact Us
    • Attend a seminar