Estate Planning

At PW Harvey we offer expert assistance in creating wills and estate plans that are tailored to your needs. Ensuring that your assets are distributed in accordance with your wishes, while also minimising taxes and other fees that may be incurred.

Estate planning is the process of arranging and preparing for the management and distribution of an individual’s assets after their death.

Last Will & Testament

PW Harvey & Co offers a dedicated service to help you create a will that reflects your wishes. A well-structured will minimises potential conflicts among your loved ones and provides the peace of mind that your assets will be distributed as you intend, ensuring the well-being of those you care about.

Estate Administration

Administering the estate of a loved one can be a daunting and emotionally charged task, encompassing intricate legal, financial, and procedural challenges. Our Estate Administration team is dedicated to easing this burden for your family by overseeing the entire process from beginning to end.

Testamentary Trusts

At PW Harvey, we assist in establishing testamentary trusts, which are activated upon an individual’s passing when there is a beneficiary, often a minor, incapable of managing the assets. Our dedicated team ensures that trustees are appointed to diligently manage the finances in line with the deceased’s wishes and the best interests of the beneficiaries.

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Contact Our Specialist

Other Services

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Offshore Investments

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Risk Protection

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Retirement Planning

Tailor-made investment recommendations based on understanding your family's requirements and goals.

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Draft your free will with us

A will is one of the most important documents you can have. At PW Harvey & Co, free wills come standard. Let us assist with your will and provide you with peace of mind. Complete the below form and we will contact you to sign the required documents.

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