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AboutUs

Our advice:

We advise on personal taxation and employee benefits, probate, wills, charity and trusts. We give advice on all aspects of pensions, including international and QROPS.

Our people:

PWT Advice LLP has three highly-qualified partners, all of whom are well-known in their respective fields: view biographies. We’re supported by consultants who specialise in pensions law, probate and court of protection work.

Our aim:

We provide top quality advice in these specialist areas to firms, companies and businesses who need this type of high-level advice occasionally. You may not, however, want the expense of hiring full-time employees or consultants.

Our solution:

Consider us as your best-friend specialist adviser. We are on hand when needed, but cost you nothing the rest of the time. We won't count towards your overheads, but still allow you to give a full-service to your clients. And what's more, we don't compete with you, so there's no risk of us 'stealing' your clients.

We can also provide 'white-label' private client services, using your company/firm's name & logo on all documents sent out to your clients.

Regulatory:

The Law Society of England & Wales recognises us as a suitable body to provide legal services (SRA number 551173). You can find details of the Solicitors' Code of Conduct at the Solicitors Regulation Authority. If you are not satisfied with our handling of a complaint you can ask the Legal Ombudsman to consider the complaint. The Legal Ombudsman can be contacted at: http://www.legalombudsman.org.uk or enquiries@legalombudsman.org.uk. Our insurers are Travelers (Exchequer Court, 33 St Mary Axe, London EC3A 8AG) and our policy covers us worldwide (excluding claims brought in the US and Canada).

Awards:

STEP Private Client Awards 2010/11

We are very please to announce that PWT Advice has been shortlisted for the prestigious STEP Private Client Awards 2010/11.

» Find out more about the STEP awards

 
STEP Private Client Awards 2010/11

We are also very pleased to announce that PWT Advice won the Corporate Intl Magazine 2011 Global Award for "Will & Estates Law Firm of the Year in the UK”.

Legal 500:

Legal 500 United Kingdom 2011

PWT Advice has been recommended by The Legal 500 United Kingdom 2011 for: "Private Client (personal tax, trusts and probate), London", with Jo Summers being recommended in the editorial section for that practice area.

Articles

AON Pension Trustees Ltd v MCP Pension Trustees Limited [2010] EWCA Civ 377

This case is important on two levels. From a practical perspective, it is a stark reminder to all trustees of the importance of keeping accurate and up-to-date records of their beneficiaries. Equally the case shows how vital it can be to take out insurance on the winding-up of a trust.

From a technical perspective, the case is important because it confirms, for the first time, that the protection afforded by section 27 of the Trustee Act 1925 can be extended to trustees of pension schemes. However, trustees cannot rely on the s27 protection when they have already had ‘notice’ of a claim. The judgment examines what constitutes notice for these purposes.

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Latest News

FSD determination in Box Clever case

31/01/2012

The Pensions Regulator has today published the Determinations Panel's determination notice and reasons relating to its decision to issue Financial...

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Regulator sets scene for 2012 DB communications

17/01/2012

The Pensions Regulator today sets out in more detail its plans for communicating with the pensions sector on defined benefit (DB) issues in coming...

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