Giving you and your family peace of mind

Will Writing Service in Esher

At Partridge Muir & Warren we understand that preparing for the future with the aim of protecting your wealth for your family, is important. That is why we offer a comprehensive and professional Will Writing service alongside our Wealth Management and Financial Planning services.

Having an up-to-date will reduces complications when distributing your estate and could help to reduce anxiety and stress for your loved ones during an already difficult time. Once you have a will in place, it can bring a massive sense of relief and reassurance, knowing that you have prepared for the future and officially set out your wishes.

With our expert Private Client Management service you can trust PMW to work with you to ensure your will is comprehensive and clear. Call us today to find out how we can help ensure you have the plans in place to assist your loved ones should they need it.

When should you update your Will?

Updating a Will is often one of those things that we know we have to do, but never quite get around to. If you haven’t reviewed your Will in the last five years, even if you haven’t undergone any significant life changes, you should check that it still reflects your wishes and that it hasn’t been affected by any changes in the law. In more recent years there have been a number of major changes to inheritance tax laws, which has resulted in the need for many people to review their Wills, even if their wishes have not changed. If you have undergone a significant life change, then you should also review your Will to ensure that it is still valid and that you have included all significant beneficiaries. Significant life events that might affect your Will include (but are not limited to):

If you get married
If you get divorced
If you have new children or grandchildren
If your executor is no longer suitable or dies

Ensuring your Will is up to date could save your beneficiaries time and money when settling your estate and reduce the likelihood of any family disputes.

Why choose PMW Trust to write your will?

With offices conveniently located in Esher, Surrey, we cover all surrounding areas, including Claygate, Cobham, Oxshott, Weybridge and Walton-on-Thames. Our in-house solicitor, Julie Rowe, is a member of the Society of Trust & Estate Practitioners (STEP) with extensive experience of creating Wills, Lasting Powers of Attorney, as well as administering estates and advising on trusts. She has the knowledge and expertise to guide you through the will writing process and would be happy to advise you in person or over the phone.

If you are an existing client of the PMW Wealth Management Service or Investment Service then there are also added benefits to using the same company to write your will(s). Many firms suggest talking to a financial planner before creating a will. With everything under one roof, we are able to provide relevant information required for your Will quickly and discuss any considerations you may have with our in-house solicitor and tax manager. We are also able to set up trusts and administer estates, so you can be sure that we will be on hand to assist you in any way we can, should you or your family need us.

Other PMW Trust services

As a client of PMW Trust you can choose to benefit from all, or some, of the following services:

Probate & Estate Administration
Lasting Power of Attorney
Professional Trustee

Dealing with the death of a family member or friend is an emotional and complicated process. Where PMW Trust is not named as an executor of an estate, we can assist with the administration tasks on behalf of the executors, working with them to relieve the pressures and stress of ensuring the responsibilities are carried out in line with the wishes of the deceased. We can provide a bespoke service to meet your needs, ranging from simple tax advice to full support with organising the funeral, selling property and distributing the estate.

PMW Trust is licenced by the Institute of Chartered Accountants in England and Wales to carry out the reserved legal service of non-contentious probate in England and Wales. Details of our probate accreditation can be viewed at www.icaew.com/probate under reference number C006446085. The probate regulations can be found at www.icaew.com/regulations

Let us help guide you through the pitfalls of probate and support you when you need it the most. Request a Call Back

It may be difficult to picture a time when you might not be capable of making your own decisions, and hopefully this will never happen. However, it is always important to make sure you are prepared for any eventuality and that is why it is recommended that you establish a Lasting Power of Attorney (LPA). When choosing a Lasting Power of Attorney you should appoint someone that you trust and who will make the right decisions in accordance with your needs and goals. PMW Trust can guide you through the set-up and registration of a Lasting Power of Attorney for financial decisions and ensure that your wishes are carried out without bias. Most importantly, we can be available to your family and friends to help support them during this difficult time and provide them with professional advice and guidance. Request a Call Back

The role of trustee can be both complex and time-consuming. Appointing PMW Trust as your professional legal trustee, alongside another trustee, gives you peace of mind that the day-to-day administration and legal responsibilities will be carried out efficiently and with an all-important dose of professional judgement. A corporate trustee promises continuity and ensures that there is always someone available to deal with the requirements of the trust, taking time to fully understand and carry out the wishes and expectations of the settlor. Most importantly, we are in the position of being able to take an unbiased and holistic view of the often intricate needs of the beneficiaries. Request a Call Back

Diversity

Diversity Monitoring

As part of our probate accreditation, we are required to collect, report and publish diversity data about our employees. Full details of this requirement can be found at: www.icaew.com

Diversity Statement

PMW Trust is dedicated to encouraging a supportive and inclusive culture amongst the whole workforce.

We support the principles of equal opportunities and recognise the benefits of a diverse workforce. The directors are committed to providing a working environment that is free from any form of discrimination and victimisation on any grounds.

Nobody is treated less favourably on the grounds of age, disability, gender/gender reassignment, pregnancy and maternity, race, religion or belief, sex, and sexual orientation in the provision of PMW Trust’s services.

Full details of our Equality & Diversity Policy can be obtained from the company by requesting this from our Director and Head of Legal Practice, Simon Lewis.

Diversity Monitoring Report

PMW Trust is a small firm and the directors do not want members of staff to feel they could be identified from the summarised results that we have collated. For this reason, only less sensitive data is disclosed below.

Of the directors and staff who responded to the survey, 16% are male and 84% are female. All staff are aged between 35 and 54.

Of the 6 members of staff, all 6 were considered not disabled as per the Equality Act, nor affected by any health issues.

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