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Estate planning is the process of arranging and preparing for the management and distribution of an individual’s assets after their death.
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.
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.
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.
Personalised, objective financial planning through trusted relationships and individual advice.
Strategic risk management to ensure certainty in life's unexpected events.
Tailor-made investment recommendations based on understanding your family's requirements and goals.
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We we will be sure to review your submission and get back to you as soon as possible! Feel free to contact us with any other questions or queries.
We appreciate the time you have taken to fill in and submit your online will! We will be sure to review and make contact with you as soon as possible!
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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