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.

Case Study

The Montessori Community School in Fulham

The Montessori Community School in Fulham is a well-established and extremely popular school providing childcare and education for children between 3 months and 5 years. In 2015 the school was left in the lurch by its previous accountant.

Client's view

“ I find them professional and efficient, and they provide a very good service. My accountant Alex knows our business and operation very well and we have developed a really good working relationship. ”

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 

“ We loved Warrener Stewart’s dynamic approach and really felt that they wanted to be part of our future. ”
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