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

Orlebar Brown

Developing a fashion business from scratch to compete against multinational brands takes enormous tenacity. This growing iconic men’s fashion brand owes much of its growth to Warrener Stewart’s business advice helping them to expand both here and overseas.

Client's view

“ The development of the business would not have been possible were it not for Warrener Stewart, they helped us negotiate through a lot of ‘red tape’ and to strike a balance between growing too quickly and ensuring that we continued to flourish. ”

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 

“ 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