Warrener Stewart can assist with inheritance tax planning designed to mitigate potential inheritance tax liabilities on your estate or business. 

None of us like to think about dying.  The legislation regarding passing on your Estate to your chosen beneficiaries requires forward planning; the earlier you make these arrangements, the greater your chance of taking full advantage of any the tax opportunities available.

At Warrener Stewart we can help you to plan ahead and ensure adequate provision for your nearest and dearest. We have a detailed knowledge of the tax regime and can help plan the transfer of your Estate so that you make adequate provision for yourself and your spouse in your later years.

Our estate planning service covers:

  • Will planning.
  • Exemptions and lower tax rates on lifetime transfers.
  • Optimising transfers between spouses.
  • Business property and agricultural property reliefs.

Contact us to discuss the options available to you.

Key members of the team

Case Study

KFH

For more than 20 years, Warrener Stewart has been providing business advice and auditing services to independent London estate agent KFH who has over 60 offices across London including Wimbledon, Chelsea and Battersea. Warrener Stewart was perfectly placed to assist KFH with the transition from one payroll system to another.

Client's view

“ Warrener Stewart has an extremely broad spectrum of skills; they really understand the business and can be trusted to come up with credible solutions. Their breadth of knowledge is outstanding given the size of the company; it is easily on a par with some of the larger practices. ”

Read the case study

Latest Personal Tax News

 

Autumn Budget, 26 November 2025

27 November 2025 • HMRC

Following the Chancellor's autumn Budget, we have summarised the main tax proposals and their impact, and also included reminders of some matters announced in previous Budgets only now coming into force.

Read more >

 

Autumn Statement – 22nd November 2023

23 November 2023 • HMRC

The Autumn budget was announced yesterday afternoon and Jeremy Hunt started his speech by claiming he was bringing forward 110 growth measures to back British business.

Read more >

 

Spring Statement – 26 March 2025

27 March 2025 • Battersea, Chelsea, Chiswick, Fulham, Hammersmith, HMRC, Kensington, Knightsbridge, Mayfair, Putney, Wandsworth, Warrener Stewart London, Wimbledon

Here is a summary of the key points from yesterday's budget, along with details of the previously announced changes that will take effect from April 2025.

Read more >

Find out more

To find out more about our IHT, Trusts & Estates services complete and submit the form
 

Or alternatively call us or email us:

London: 020 7731 6163
Edinburgh: 0131 287 8299
info@warrenerstewart.com 

“ Attention to detail, breathtaking practicality, demonstrable value and practical implementation has been a Warrener Stewart USP that we've enjoyed and now couldn't live without. ”
James Beagrie – Meon Valley Travel Group