Estate planning, wills and trusts

When your tax situation becomes complicated, what can you do to make sure your wealth passes on as you intend it to? Our approach is to bring together a group with the specialist expertise to achieve what’s best for you.

We believe that proper estate planning goes beyond simply allocating assets. And that it is most effective when you start early. As the later you leave it, the more limited your options will be.

That’s why we work with a number of specialists dedicated to making the complex simple across a wider range of needs so you can plan properly. This includes: 

  • Wills and living wills to help with tough and emotional decisions
  • Sufficient healthcare and income protection in case shortfalls occur
  • Powers of Attorney for both health and financial decisions
  • Provision in cases of divorce or any other family division
  • Protection from high legal fees or taxes for your surviving relatives

Our aim is to give you complete peace of mind while you prepare for a time when you’re no longer around. This also involves key considerations in estate planning that extend beyond individual assets and policies. For example, skipping a generation, spousal exemptions and the use of different kinds of trusts.

For more information

ABOUT US

Together, we make financial freedom simple.

As truly independent advisers, we don’t have in-house products we have to sell. And we don’t limit our advisers to specific financial solutions. Instead, we give them the freedom, knowledge and resources to recommend what’s best for each client so they can ensure the best possible outcomes.

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We have been very happy with the service we have received from PWM. We have always had clear and proactive advice in a timely manner. The staff are very friendly and helpful and respond to any points raised by us and are always available to talk through any issues which we may have”

Retired Partner, Magic Circle Law Firm

We have collaborated with Duncan and PWM for many years. Client feedback has always been exemplary, and we are always impressed by Duncan’s creative and collaborative approach. Duncan and PWM would always be our first choice of financial planner due to his extensive knowledge and PWM’s true independence.”

Alexandra Gordon
Managing Partner, Tassells LLP

We have built up such a strong relationship with you, based on mutual trust, professionalism, dedication and the strongest of product and market knowledge and you had never let us down. Your integrity, honesty, caring and positive approach served us well in the past and continues to do so today.”

Anonymous
Anonymous

Brett has advised me very soundly for 10 years. He’s comprehensively across the big stuff that can blow holes in financial wealth if not spotted. He also provides excellent continuing client focus and service. Delighted to be a client of his.”

Keith Bottomley

PWM have always shown great integrity in all my dealings with them.”

Head of UK & Global Credit

We wanted sustainable fossil-fuel free investments but it is difficult at present to pick something off the shelf. We were therefore pleased that with advice from Nathan at PWM, we have been able to implement a portfolio that maintains diversity and meets our objectives."”

Sustainable Investors, Surrey