Wills and Probate

9th September 2020

Where There’s a Will There’s a Way

This article shines a light on the importance of having a will and keeping it up to date in a ‘socially-distanced’ world. We have experienced a significant increase in requests for wills to be reviewed and redrafted as now more than ever, people seek the peace of mind in knowing that their will is up to date. As you may…

22nd May 2019

The Inheritance Tax Bite

Simon Lewis, CEO at Partridge Muir & Warren, provides an overview on a tax that to many is becoming one they would prefer to nullify as much as possible. One thing I have noticed over recent years is that a lot more people are becoming concerned about the impact of inheritance tax (IHT) on family wealth. It is not surprising…

11th April 2017

An Unjust Bounty

Simon Lewis, CEO at Partridge Muir & Warren sheds light on a new ‘stealth tax’ targeted primarily at the wealthy when they die. Government must have realised that with the anticipated post-Brexit reduction in the number of live people (potential tax payers) entering the country, it will need to make sure that it collects more tax from the dead ones…

1st May 2014

Death and Duty

I understand that this edition of Essence includes an interview with Robert De Niro and I therefore thought it appropriate to choose a title for this article that would be fitting of a film he might star in. Reminded of the Godfather movies I realise that one of the advantages of organised crime is that unofficially held assets are unlikely…

1st May 2010

Family Planning

On the face of it things look pretty grim for the financial wellbeing of our children and grandchildren. By the time they retire the state pension will probably provide limited security and final salary pension schemes will be just a fond memory. Also, the huge debts which have been built up by profligate governments, banks and individuals will need to…