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Legal advice service for professionals & private clients

PWT Advice LLP provides specialist legal advice on pensions (offshore & UK), employee benefit structures, wealth planning & personal taxation, trusts (international & UK), wills & succession planning, probate & estate administration, powers of attorney & Court of Protection and charity law.


With immediate effect PWT Advice LLP are ‘between’ London offices and all correspondence should be addressed to: 36 The Mount, Fetcham, Surrey KT22 9EA

Don't just take our word for it, our awards are proof we're great at what we do.

The Legal 500 - The Clients Guide to Law FirmsPWT Advice LLP is authorised and regulated by the Solicitors' Regulation Authority (SRA No: 551173). Partners Jo Summers and Nicola Dudley are qualified solicitors.

PWT Advice is consistently recommended by clients for its 'pragmatic and clear approach' to complex tax planning and offshore structuring. Jo Summers is the key contact.
- The Legal 500

We provide expert advice to other professionals, including law firms, tax consultants, actuaries, accountants & insolvency practitioners.

Our services include:

Get in touch

We provide expert advice to private clients.

Our services include:


We can advise on a wide range of issues but we don't want to waste your valuable time. If you're not sure whether we can help, please email or call us on 0345 833 9025. We're happy to hear more about your requirements on a no-obligation basis.

How we charge

Because we're a small firm, we don't have massive overheads (no HR department, marketing guys, or IT boffins). We will discuss our fees with you when we have a better idea of what you need. We prefer to charge a fixed fee wherever possible so you know up-front what our costs will be.

PWT advice support the Solicitors Regulatory Authority (SRA) rules in a drive to improve transparency in legal services by assisting you to understand what you are actually paying for.

Probate Pricing

We offer three levels of support for our clients - a full estate administration service, a standard service, and an advice service. If you choose to instruct us, we will issue you with a Letter of Engagement which will lay out our range of costs that we believe we may incur when working with the estate. If unforeseen circumstances arise we will always attempt to agree on a further fixed fee with you before undertaking this work but if that is not possible, we will agree on an hourly rate. We will always inform you of any changes and afford you with any revision in our costs.


Understanding Inheritance Tax

Inheritance Tax (“IHT”) is a charge on the value of your estate when you die. Your “estate” will include not only everything you own in your sole name but also the value of your interest in any jointly owned assets, for example your home or joint bank accounts (even if the jointly owned assets will usually pass to the other joint owners on your death rather than in accordance with your Will).

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Latest News

COVID-19 Update

At PWT Advice LLP we are closely monitoring the global impact of the current COVID-19 pandemic and following the advice of the Government. The health and welfare of our staff team, clients, and their families is our number one priority.

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