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

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

 

Temporary Repatriation Facility: What you need to know

7 July 2026 • Battersea, Chelsea, Chiswick, Fulham, Hammersmith, HMRC, International Tax, Kensington, Knightsbridge, Mayfair, Personal Tax, Putney, South West London, Wandsworth, Warrener Stewart, Warrener Stewart Edinburgh, Warrener Stewart London, Wimbledon

On 6 April 2025, changes to the UK’s residency rules came into force, reshaping how internationally mobile individuals are taxed when arriving in – or leaving – the UK. Among these changes is a measure that has attracted attention: the Temporary Repatriation Facility (TRF).

Read more >

 

Making Tax Digital: Major changes ahead for landlords and the self-employed

10 March 2026 • Battersea, Chelsea, Chiswick, Fulham, Hammersmith, HMRC, Kensington, Knightsbridge, Mayfair, Personal Tax, Putney, South West London, Wandsworth, Warrener Stewart, Warrener Stewart Edinburgh, Warrener Stewart London, Wimbledon

With the government’s Making Tax Digital (MTD) scheme about to launch in earnest, we’ve outlined the key changes, potential implications, and practical steps to ensure a smooth transition.

Read more >

 

Spring Statement, 3 March 2026

3 March 2026 • Battersea, Chelsea, Chiswick, Fulham, Hammersmith, HMRC, Kensington, Knightsbridge, Mayfair, Personal Tax, Putney, South West London, Wandsworth, Warrener Stewart, Warrener Stewart Edinburgh, Warrener Stewart London, Wimbledon

As expected, the Chancellor’s Spring Statement did not introduce any major tax or spending measures, focusing instead on the broader economic outlook. We summarise the main points, and what to expect in the year ahead.

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 

“ For the past 20 years Warrener Stewart has consistently given good advice... going above and beyond their remit. ”
Theo Brehony – Gardener Schools Group