Protecting you, your wealth and your family
Trust & Estate Management Service
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 creating and managing trusts, administering estates and overseeing all aspects of related 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.
PMW Trust servicesAs a client of PMW Trust you can choose to benefit from all, or some, of the following services:
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.