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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.

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:

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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.


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

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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