Legal advice service for law firms & financial professionals
PWT Advice provides specialist legal advice on pensions, personal taxation, employee benefits and share schemes, and trusts. Our aim is to give you whatever support you need. We can work direct for clients, if you need us to, or we can provide our services to you.
PWT Advice Limited is authorised to give legal advice and is regulated by the Solicitors' Regulation Authority. Director Jo Summers is a qualified solicitor.
We can be as involved as you need us to be. We're happy reviewing your research, commenting on points you may wish to check or writing the advice for you to put on your headed paper. It's up to you whether you tell your clients that we even exist. Find out more about our services.
We can advise you on a wide range of issues from IHT and CGT to taxation of settlors and beneficiaries, from pension funding rules to QROPS and A-day rules, from income tax and PAYE to Enterprise Management Incentives. However, we don't want to waste your valuable time. If you're not sure whether we can help, you can email us or call us on 0845 833 9025. We're happy to have a look at your issues, to confirm if we can help, on a no-obligation basis.
Articles
The View From Down Under
Jo Summers reviews Australian case law on beneficiaries' rights to view trust documents.
Latest News
Tougher approach on poor record-keeping
Trustees and those responsible for administering workplace pensions will need to improve standards of record keeping. The Pensions Regulator published...
Hampton review concludes the Pensions Regulator has successfully embedded Better Regulation
The Better Regulation Executive (BRE) and National Audit Office (NAO) have today published the report of their independent review into the Pensions...