skip to content

About Us

Our advice:

We provide 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.

Our people:

PWT Advice LLP has two highly-qualified partners, both 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 directly to private clients and to other professionals, including law firms, tax consultants, actuaries, accountants & insolvency practitioners, who need this type of high-level advice occasionally but don't want the expense of hiring full-time employees or consultants.

In relation to our professional services, 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.


We are registered in England & Wales (No.OC358662) and authorised and regulated by The Solicitors Regulation Authority (SRA number 551173). You can find details of the Solicitors' Code of Conduct on the Solicitors Regulation Authority website. If you are not satisfied with our handling of a complaint you can ask the Legal Ombudsman to consider the complaint. Contact details for the Legal Ombudsman are:

Telephone: 0300 555 0333
From overseas: +44 121 245 3050
Postal address: PO Box 6806, Wolverhampton WV1 9WJ.

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) to a limit of £3m.

Legal 500:

Legal 500 United Kingdom 2017

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

About Us


What constitutes benefit?

In the case of Chapman vs Chapman [1954] the court found that it had no inherent jurisdiction to approve a variation of trusts for minor, unborn or unascertained beneficiaries just on the ground that the variation was for their benefit. The position was changed by the Variation of Trusts Act 1958 (the 1958 Act).

Read more

Latest News