Inheritance Tax Planning
Inheritance Tax Planning
With Inheritance Tax having the potential to significantly reduce the size of the estate you pass on, it really is so important to plan ahead and make good use of the strategies that are available to help reduce the impact on your loved ones’ inheritance.
Since 1969, Partridge Muir & Warren has been looking after the financial and estate planning needs of individuals, families and business owners Surrey wide. Inheritance Tax planning is one of our core areas of expertise, and we have helped many clients make a difference in terms of maximising what they are able to leave to those who matter to them.
As we are chartered financial planners, our clients know they can rely on our high level of expertise and gold standard service. Our in-house team of dedicated financial, legal, investment and tax planning specialists are ready to take care of each and every aspect of your Inheritance Tax and estate planning needs, and we look forward to taking the time to provide the advice you need. Because here at PMW, preserving the wealth of our clients has always been our core goal.
Your personalised Inheritance Tax planning strategy
We fully appreciate how important it is to you to ensure your family is properly looked after, and you will find us as resolute as you are to achieve your goals. From creating trusts to lifetime gifting; from residence allowance management to property ownership and from charitable legacies to pension strategy, our IHT planners know just how to make use of the various tools available.
If you are keen for your loved ones to enjoy a larger proportion of your estate after you’ve gone, then we are here to make sure that happens.
Watch our video to find out what we can do for you
Professional Inheritance Tax planning advice, from an award-winning team
The City of London Wealth Management Award for example, presented to us for two consecutive years, acknowledges the quality of service we extend to our clients. In addition, we have been named Wealth Manager of the Year Southern England following votes from our clients and the wider public. We have also been presented with the title of Best UK Independent Adviser by Advisory HQ for the past four years.
Partridge Muir and Warren’s approach has always been a friendly, helpful and informative one. l am very happy to be part of the PMW family.
One of PMW’s underlying strengths is that every client is treated as an individual and the company ensures that it offers a specialised service tailored to the client’s needs and not one based on a ‘one size fits all’ approach. I have used PMW for over 35 years and therefore observed, at close hand, the increasing sophistication of their analytical investment approach which has resulted in wise and appropriate choices of suitable investment products, and I have been very pleased with the returns obtained. Indeed, I have recommended them to friends which, of course, is the ultimate test of a client’s satisfaction.
I have been with PMW for seven years and they have always been very professional, easy to work with and courteous. Most importantly, they cover every aspect of our financial necessities and have achieved our investment goals and objectives. They are exactly what retired investors need. Very professional but in a most pleasant way. Our meetings are always very enjoyable and I look forward to them.
I first met Simon Lewis at a pre-retirement seminar run by my employer in mid ‘90s. It was my first experience of wealth management and at that time had little surplus wealth to invest, but I signed up. I retired after a career which included long periods on contract working outside UK, and so I have neither a full state pension, nor a maximum employer’s pension. Management of our savings is thus of great importance, as regular withdrawals provide a top up to our income. Over the years we have learnt more about PMW and Simon, who is now CEO, and have come to trust their investment philosophy. It is completely tailored to our requirements, as a result of in depth and regular discussion with us. PMW have what I regard as an intensive doubting style. They do not take potential investment funds at face value, but dig under the surface to determine whether the fund is sound, before investing. They also ensure that the fund continues to perform. Not only are we able to withdraw a regular income from our savings and achieve an agreed, and satisfactory, capital appreciation, but we have also called on our funds from time to time to buy a larger item such as a new car, and the funds have been released and available quickly. We have no hesitation in recommending PMW to you. Our funds are managed prudently and professionally and we have confidence that they will manage your funds in the same way.
You have looked after me extremely well over the years and have always been approachable, helpful and easy to talk to. Thank you.
Many thanks for your continued patience and understanding, which is much appreciated.
We can’t thank you enough for this. I know your presence alone has been of great comfort to my mother; your expertise is clearly huge and so useful to us at this difficult time.
Your help and guidance was most invaluable and very much appreciated in this respect, as it was all way beyond my understanding of these matters. You have been extremely patient and understanding throughout the whole procedure. I cannot thank you enough for all that you have done for me – you were wonderful.
“We can rely on PMW’s guidance and knowledge with the various markets. Whilst I take a bird’s-eye view of what is going on in markets, it is reassuring that we know that PMW can deliver an in-depth view – that over time has proved to be successful”
“After 40 years of advice we feel that our finances are sound and being very effectively managed. We are regularly updated and meet every six months when we have a very comprehensive meeting reviewing the past and planning for the future. We are confident that future generations will be provided with their astute advice.”