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Financial Advice in Esher, Surrey | Partridge Muir & Warren
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Financial Advice in Esher, Surrey | Partridge Muir & Warren
  • About
    • About
    • What Our Clients Say
    • Meet The Team
    • Join The Team
  • Services
    • Financial Advice
    • Wealth Management (WMS)
    • Investment Management (IMS)
    • One-Off Assignment (OOA)
    • Probate and Estate Planning (PMW Trust)
    • Tax Services (PMW Trust)
  • News & Insights
  • Our Awards
  • Community
    • Elmbridge Philanthropy
    • In the Community
  • Contact
    • Contact Us
    • FAQs
  • Complimentary Consultation

Setting up Trusts

Setting up Trusts in Surrey

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.

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    Trusts Surrey people can be assured will meet their individual needs

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

    Specialist advice on setting up trusts in Surrey, from an award-winning team

    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.

    What our clients say

    • 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 Mayer

    • 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

    • 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

    • “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”

      Mr and Mrs Boyd

    Trusts Surrey

    Surrey Trusts Services - Areas we Serve

    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.
    Trusts Surrey
    Partridge Muir & Warren
    Aissela
    46 High Street
    Esher
    Opening Hours
    Monday – Friday
    9am – 5pm

    Frequently asked questions about setting up trusts in Surrey

    1
    What areas does your Surrey trusts service cover?
    1
    We are able to provide clients with advice on trusts Surrey wide, including Esher, Cobham, Weybridge, Claygate and Oxshott and all surrounding areas.
    2
    Why should I choose PMW for trust services in Surrey?
    2
    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.
    3
    What are the different types of trust?
    3
    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.
    4
    Can my beneficiaries act as trustees?
    4
    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.
    5
    Can PMW act as trustee under a trust?
    5
    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.

    Looking to learn more about how our Surrey trusts service could benefit you and your family?

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    Partridge Muir & Warren Ltd

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

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    Services we offer

    Financial Advice
    Investment Management
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    Financial Planning
    Financial Planning for Individuals
    Financial Planning for Families
    Retirement Planning
    Managing Inheritance
    Probate and Estate
    Estate Planning
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    Inheritance Tax planning
    Setting up Trusts
    Lasting Powers of Attorney

    Areas we cover

    Surrey
    Chessington
    Claygate
    Cobham
    Ditton
    Esher
    Hampton
    Hersham
    Horsham
    Kingston
    Oxshott
    Richmond
    Shepperton
    Walton-on-Thames
    Weybridge
    Wisley
    Berkshire
    Hampshire

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    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
    PMW Legal Limited. Trading as PMW Trust. Registered in England. Company number 10199785. Licensed by the Institute of Chartered Accountants in England and Wales to carry out the reserved legal activity of non-contentious probate in England and Wales.
    Registered office: Aissela, 46 High Street, Esher, Surrey, KT10 9QY. Telephone calls may be recorded.
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