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.
Regulation: Solicitors at fault as much as Estate Planners
SRA findings on probable regulation show solicitors as much at fault as estate planners in incorrect or
faulty will writing. Regulation: Planning in progress to find a way of keeping the best companies
providing a service
Helpline - Personal Alarms for the Elderly
PWP Training - STEP qualifications
STEP : The Society of Trust and Estate Practitioners www.step.org/ The Society of Trust and Estate
Practitioners (STEP) is the leading worldwide professional body for practitioners in the fields of trusts,
estates and related issues.
Coopers - PWP Associated advisors
PWP work alongside Cooper Associates Ltd Wealth Management team to provide sound professional
advice to our clients on all areas of Inheritance Tax and Financial Planning
Woman leaves £8m estate to neighbour!
A woman recently cut off her family and left £8.1 million to her neighbour. Demonstrates why writing a
Will is so important
Your Will could be useless or dangerous!
This link explains the importance of writing a Will and keeping it up to date to avoid 'intestacy' and
leaving your estate to the mercy of old and confusing laws on inheritance while leaving family and
friends with an almighty confused, complicated mess to sort out!
"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
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