PWM Estate Planning, Wills & Trusts

In partnership with tax and legal experts

We work with a number of specialists dedicated to making the complex simple in helping to ensure your lifetime’s accumulation of wealth passes on as you would intend.

We bring together and lead a panel of advisers brought together to achieve what is best for your own individual situation from the initial writing of wills and the setting up of the most appropriate structure and trusts.

Proper estate planning goes beyond allocating assets and involves:

• Wills and Living Wills to help with tough and emotional decisions.
• Sufficient healthcare and protection where shortfalls may occur.
• Powers of Attorney for both health and financial decisions.
• Provision in cases of divorce and other family division.
• Protecting your survivors from high legal fees and tax on money that has already been taxed.
• Peace of mind for you whilst alive.

Considerations include:

• generation skipping;
• spousal exemptions; and
• the use of trusts: Bare (and absolute), Discretionary, Loan and Discounted Gift.

Estate planning is most effective when it is started early as the later you leave it the more limited your options will be.

If you are interested in this service please call us on 020 7444 4030, email us or use our contact form.