Will Writing
Will Writing Surrey
Are you looking for a trusted service for writing wills? Surrey based? Partridge Muir & Warren offers a full range of specialist estate planning services, including will writing, lasting powers of attorney and Inheritance Tax planning advice.
Partridge Muir & Warren has been serving the people of Surrey with professional, fully independent financial advice and investment management services since 1969. As chartered financial planners, we have always been committed to providing an all-encompassing service to our valued clients.
With estate planning so high on the list of priorities for many, it was a natural progression for us to expand our specialist team to include our own in-house solicitor, enabling us to share a wealth of experience in all aspects of estate planning.
Whether it’s for those making their very first wills in Esher, Cobham, Weybridge, Claygate, Oxshott or surrounding areas, or those revising an existing will, our Surrey will writing service incorporates the strategic advice you need to make fully informed decisions about your estate, and the guidance you need to ensure your loved ones are adequately taken care of in line with your wishes.
More than just a Surrey will writing service
If you are looking to make a will in Surrey, you are set to find something truly unique at PMW, where we combine specialist legal expertise with in-depth financial planning knowhow. Whilst we do of course provide a standalone service for wills, Surrey clients fully appreciate the fact that we have the knowledge to advise them on all the issues associated with estate planning.
Our in-house team of wealth managers, tax advisers and investment and portfolio administrators work closely with our specialist estate planning solicitor, a member of the Society of Trust and Estate Planning Solicitors (STEP), to ensure the full needs of our clients are met.
Our in-house team of wealth managers, tax advisers and investment and portfolio administrators work closely with our specialist estate planning solicitor, a member of the Society of Trust and Estate Planning Solicitors (STEP), to ensure the full needs of our clients are met.
Watch our video to find out what we can do for you
A professional Surrey will writing service, from an award-winning team
When it comes to wills, Surrey people know how important it is to choose a service that is recommended, and recognised for its quality. It is one of the most vital legal documents you will ever sign after all. With PMW, you can rest assured you are dealing with a trusted team, one that has won a number of awards and accolades.
One such accolade is the City of London Wealth Management Award, won by PMW for two consecutive years in recognition of quality of service. We have also been awarded the title of Wealth Manager of the Year Southern England following votes from our valued clients and the general public. In addition, the title of Best UK Independent Adviser by Advisory HQ has been retained for the past four years.
One such accolade is the City of London Wealth Management Award, won by PMW for two consecutive years in recognition of quality of service. We have also been awarded the title of Wealth Manager of the Year Southern England following votes from our valued clients and the general public. In addition, the title of Best UK Independent Adviser by Advisory HQ has been retained for the past four years.
Surrey Will Writing Services - Areas we Serve
When it comes to wills, Surrey individuals and couples know they can trust Partridge, Muir & Warren for the ultimate in personal service and exceptional technical knowledge.
Our Surrey will writing service covers the following areas:
Wills Esher
Wills Cobham
Wills Weybridge
Wills Claygate
Wills Oxshott
Our office is based in Esher, and we also write wills for clients in many of the surrounding areas.
Our Surrey will writing service covers the following areas:
Wills Esher
Wills Cobham
Wills Weybridge
Wills Claygate
Wills Oxshott
Our office is based in Esher, and we also write wills for clients in many of the surrounding areas.
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What areas does your Surrey will writing service cover?
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We are able to help clients with wills Surrey wide, including Esher, Cobham, Weybridge, Claygate and Oxshott and all surrounding areas.
2
Why should I choose PMW to make my will in Surrey?
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PMW has over the years become a highly trusted and respected name for wills Surrey wide. But more than this, because we have our own in-house team of expert legal and financial advisers, we are able to offer the full spectrum of estate planning services, including wills. Surrey wide, clients appreciate how we cater for their full range of needs, and take unlimited time to get to know their personal and family situations. It means the advice received is fully-rounded, and always focused on the desired goals.
3
How often should I update my will?
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There are no set rules as to how often a will should be updated, however if things have changed in your life, then it is probably a good time to consider whether the contents of your will still reflect the current situation. It is also wise to think about updating your will following changes to inheritance tax laws.
Our simple guide to when to update your will is a useful read.
From ensuring that any investments you have in place are achieving healthy returns whilst keeping risk levels at a minimum, to putting strategies such as trusts in place to minimise the amount of Inheritance Tax payable by your beneficiaries, through to ensuring that the estate administration process is as straightforward as possible for your executors, we will ensure everything is covered for your complete reassurance. We also offer regular reviews from our office in Esher to ensure the route to your goals remains intact as things change.
Here is a summary of our Surrey estate planning services covering Esher, Cobham, Weybridge, Claygate, Oxshott and surrounding areas:
• Investment strategy and portfolio management
• Wealth management advice
• Inheritance tax planning
• Property preservation
• Lifetime gifting
• Will writing
• Trust set-up
• Professional trustee service
• Lasting Powers of Attorney
• Probate management
• Estate administration
Our simple guide to when to update your will is a useful read.
From ensuring that any investments you have in place are achieving healthy returns whilst keeping risk levels at a minimum, to putting strategies such as trusts in place to minimise the amount of Inheritance Tax payable by your beneficiaries, through to ensuring that the estate administration process is as straightforward as possible for your executors, we will ensure everything is covered for your complete reassurance. We also offer regular reviews from our office in Esher to ensure the route to your goals remains intact as things change.
Here is a summary of our Surrey estate planning services covering Esher, Cobham, Weybridge, Claygate, Oxshott and surrounding areas:
• Investment strategy and portfolio management
• Wealth management advice
• Inheritance tax planning
• Property preservation
• Lifetime gifting
• Will writing
• Trust set-up
• Professional trustee service
• Lasting Powers of Attorney
• Probate management
• Estate administration
4
What estate planning services other than will writing do you offer?
4
We offer a full range of estate planning and estate administration services which work in harmony with our Surrey will writing service. These include:
• Lasting Powers of Attorney
• Inheritance tax planning
• Trust creation
• Professional trustee service
• Property preservation strategies
• Lifetime gifting advice
• Probate management
• Estate administration
• Investment strategy and portfolio management
• Wealth management advice
• Lasting Powers of Attorney
• Inheritance tax planning
• Trust creation
• Professional trustee service
• Property preservation strategies
• Lifetime gifting advice
• Probate management
• Estate administration
• Investment strategy and portfolio management
• Wealth management advice
5
Why should I use a member of the Society of Trust and Estate Practitioners for will writing services?
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The Society of Trust and Estate Practitioners (STEP) is a global professional body made up of solicitors, financial advisers, accountants and other experts dedicated to helping families plan for their futures. By using a STEP member, you will enjoy reassurance of the highest standards and levels of competence, with members holding specialist qualifications in inheritance and succession planning.
To learn more about the benefits of using a STEP member for will writing services, you can visit their website.
To learn more about the benefits of using a STEP member for will writing services, you can visit their website.