As part of our Will drafting process, at PWP we carry out a fully confidential financial review for
every client at every consultation.
This allows us to look at your entire estate, i.e. how it is owned, and how it is likely to affect where and
how you leave it to beneficiaries.
Personal Estate Planning is a vital element in order that we see the full picture and can then advise
Our Associate Independent Financial Advisors (IFA's) have extensive knowledge and experience in
dealing with all relevant aspects of your personal financial portfolio and will advise you on the following
areas as and when it becomes necessary.
Inheritance Tax Planning (IHT)
Personal Pension Planning
People often assume incorrectly that
when they die, their estate or worldly
goods will go to their family.
Trusts are commonly used to protect
property after death, or to protect
money for a minor.
As part of our Will drafting process, at
PWP we carry out a fully confidential
The amount of work required in
administering an estate through
probate can be huge.
"I found the service to be extremely efficient, friendly and helpful. Good
advice given and nothing too much trouble. I have every confidence to
recommend their services without hesitation"
Hayling Island, Portsmouth
Company Registration Number England and Wales: 09213556
Professional Will Planning Limited
4 Buces Road, Taunton, Somerset, TA1 4NG
Call: 01823 338463 or 07826 542 574
2012 PROFESSIONAL WILL PLANNING LIMITED. All rights reserved.
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