“Excellent and very thorough – especially when detailing the more complicated elements.”
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.
Whether you are seeking ways to reduce the amount of Inheritance Tax payable on your estate when you die, to safeguard assets for younger family members until they reach a certain age, or to protect property from potential claims following a divorce within the family, a trust could well be the ideal solution for you.
For over 50 years, Partridge Muir & Warren has been providing expert financial and estate planning advice to families, individuals and business owners the length and breadth of Surrey, always with the core aim of preserving the wealth of our clients. Creating trusts Surrey wide is one of our core services.
As chartered financial planners, we are considered to have achieved the gold standard in our industry. This means that, as our client, you can enjoy complete reassurance of an exceptional level of service, combined with in-depth technical knowledge. We have our own in-house team of financial, legal, investment and tax planning specialists, at your service to ensure all of your needs and goals are met in the process of setting up trusts.
Whether it’s for those wishing to create trusts in Esher, Cobham, Weybridge, Claygate, Oxshott or surrounding areas, our Surrey trust set-up service includes all the tactical advice you need to make fully informed decisions about your estate, and the tailored guidance you need to ensure your loved ones are sufficiently taken care of in line with your wishes.
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.
At PMW, we have been setting up trusts Surrey wide for several decades.
A trust is a legal arrangement that allows you to place assets under the management of a trustee for the benefit of someone else. They are often used as an estate planning strategy as, providing they are carefully set up, they have the power to reduce the Inheritance Tax payable when someone dies. Many clients in Surrey also use trusts to protect their beneficiaries.
For example, if someone who is very young inherits an estate, a trust can be used to safeguard the assets until such times as they are mature enough to manage the inheritance. Some people also use trusts to protect assets being passed on to those who may be considered financially irresponsible, or at risk from creditors. They can also protect assets inherited by disabled beneficiaries who may risk losing their benefits, or to prevent claims on property by divorced in-laws.
Whatever is important to you is important to us too, and when it comes to setting up trusts for Surrey clients to protect what matters, you can expect nothing but the most personalised guidance.
When it comes to setting up trusts, Surrey-based Partridge Muir & Warren is one of the industry’s most respected specialists, recognised within the industry by a host of awards and repeat accolades.
The City of London Wealth Management Award was presented to us for two consecutive years, acknowledging our quality of service. We have also been named Wealth Manager of the Year Southern England following votes from our clients and the wider public, as well as being presented with the title of Best UK Independent Adviser by Advisory HQ for the past four years.
When it comes to setting up trusts, Surrey individuals and families know they can trust Partridge, Muir & Warren for a personalised service, and extensive technical knowledge.
Our Surrey trust creation service covers the following areas:
Trusts Esher
Trusts Cobham
Trusts Weybridge
Trusts Claygate
Trusts Oxshott
Our office is based in Esher, and we also set up trusts for clients in many of the surrounding areas.
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.
We are able to provide clients with advice on trusts Surrey wide, including Esher, Cobham, Weybridge, Claygate and Oxshott and all surrounding areas.
PMW has since 1969 become a highly respected and widely renowned name for trusts Surrey wide.
Because we have our own in-house team of expert legal and financial advisers, we are able to offer estate planning services in their entirety, including trusts. Surrey individuals and families alike appreciate how we take are of each and every one of their needs, and take unlimited time to get to know their individual circumstances It means the advice they receive is complete, and always focused on achieving the goals that are personally important to them.
There are many different types of trusts. As Surrey estate planning specialists, we are able to select the most appropriate trust to suit your individual circumstances and goals.
Discretionary trusts leave payment entirely at the discretion of the trustees. They are often used to put assets aside for a future need, such as a grandchild’s education. They are also used in situations where beneficiaries are not capable or responsible enough to manage money themselves.
Bare trusts give beneficiaries the right to demand all of the capital and income of the trust at any time, providing they are over 18 years of age. These are suitable for automatically directing assets to a beneficiary once they come of age.
Interest in possession trusts dictate that all trust income must be passed to the beneficiary as it arises. These can be used to pass income from, for example shares, to a widowed spouse, whilst preserving the shares themselves to pass on to the children.
Other types of trust include accumulation trusts, settlor interested trusts, disabled persons’ trusts, non-resident trusts and mixed trusts. Surrey clients can rest assured of the most in-depth technical knowledge across all types of trusts when dealing with Partridge, Muir & Warren.
There is nothing in law to stop you appointing beneficiaries as trustees, but we do recommend that you think twice.
Disputes and conflicts of interest are not uncommon due to a lack of impartiality when making decisions about distributing income under a trust. This is why it is always wise to appoint a professional trustee who will act in an unbiased way and in the best interests of all the beneficiaries.
For advice on any aspect of trusts, Esher-based PMW is on hand with the specialist expertise you need.
Yes, we can act as your professional trustee, or work alongside your own appointed trustee as advisers, helping to ensure protect your beneficiaries’ inheritance or your assets.
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.
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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