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Financial Advice in Esher, Surrey | Partridge Muir & Warren
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Financial Advice in Esher, Surrey | Partridge Muir & Warren
  • About
    • About
    • What Our Clients Say
    • Meet The Team
    • Join The Team
  • Services
    • Financial Advice
    • Wealth Management (WMS)
    • Investment Management (IMS)
    • One-Off Assignment (OOA)
    • Probate and Estate Planning (PMW Trust)
    • Tax Services (PMW Trust)
  • News & Insights
  • Our Awards
  • Community
    • Elmbridge Philanthropy
    • In the Community
  • Contact
    • Contact Us
    • FAQs
  • Complimentary Consultation

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.

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    Your personalised Inheritance Tax planning strategy

    Inheritance Tax planning is a very important aspect of estate planning. Consulting with a specialist tax planning expert who knows which strategies can be applied to reduce the Inheritance Tax payable on your estate, you will find that they take unlimited time to thoroughly understand your ultimate wishes for your family, and your individual situation.

    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.
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    Watch our video to find out what we can do for you

    Professional Inheritance Tax planning advice, from an award-winning team

    In terms of Inheritance Tax planning, Surrey-based PMW has been widely recognised for its expertise within the financial planning sector, with a string of awards and repeat accolades to prove it.

    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.

    What our clients say

    • 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.

      Mr Mayer

    • 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.

      Mr and Mrs Morriss

    • 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.

      Mr Keane

    • 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.

      Dr and Mrs Hood

    • You have looked after me extremely well over the years and have always been approachable, helpful and easy to talk to. Thank you.

      Mrs Watts

    • Many thanks for your continued patience and understanding, which is much appreciated.

      Mrs Crump

    • 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.

      Anonymous

    • 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.

      Ms Faulkner

    • “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”

      Mr and Mrs Boyd

    Partridge Muir & Warren
    Aissela
    46 High Street
    Esher
    Opening Hours
    Monday – Friday
    9am – 5pm

    Frequently asked questions

    1
    What is Inheritance Tax?
    1
    Inheritance Tax (IHT) is a tax payable on the value of a person’s estate when they die. If the value of the estate exceeds the current applicable IHT threshold, also known as the nil rate band, and with exemptions factored in, then IHT will be charged at the prevailing rate.
    2
    Is it possible to reduce the amount of Inheritance Tax payable?
    2
    There are various strategies we can use to reduce the amount of Inheritance Tax your beneficiaries pay. Every situation is different, and because tax legislation is constantly evolving, the advice with which we provide you will be wholly bespoke. We may for example suggest creating trusts, lifetime gifting, making use of the residence allowance, changing the way property is owned or leaving a charitable legacy. These are just some examples of IHT planning strategies.
    3
    How is Inheritance Tax paid?
    3
    On your passing, it will be down to your executors to calculate the IHT liability and ensure anything due is paid. The liability will usually need to be paid within six months of the date of death. If it is not, then HMRC will usually apply interest.
    4
    How much does your Inheritance Tax planning advice cost?
    4
    At PMW, we have always been committed to providing a transparent and unbiased pricing structure across our complete range of services. With our Inheritance Tax planning advice therefore, you will never find any hidden charges, and you will always be kept fully aware of the costs involved.

    For the expert guidance on Inheritance Tax planning Surrey people have found reassurance in for decades, talk to Partridge Muir & Warren.

    Time to learn how our trusted Inheritance Tax planning solutions could reassure you and your family?

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    Partridge Muir & Warren Ltd

    Aissela, 46 High Street,
    Esher, Surrey, KT10 9QY
    mail@pmw.co.uk
    01372 471550

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    Services we offer

    Financial Advice
    Investment Management
    Portfolio Management
    Wealth Management
    Financial Planning
    Financial Planning for Individuals
    Financial Planning for Families
    Retirement Planning
    Managing Inheritance
    Probate and Estate
    Estate Planning
    Estate Administration
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    Professional Trustee Service
    Will Writing
    Tax Services
    Inheritance Tax planning
    Setting up Trusts
    Lasting Powers of Attorney

    Areas we cover

    Surrey
    Chessington
    Claygate
    Cobham
    Ditton
    Esher
    Hampton
    Hersham
    Horsham
    Kingston
    Oxshott
    Richmond
    Shepperton
    Walton-on-Thames
    Weybridge
    Wisley
    Berkshire
    Hampshire

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    Partridge Muir & Warren Ltd is authorised and regulated by the Financial Conduct Authority.
    Registered in England and Wales, company registration number 952508. Registered office, Aissela, 46 High Street, Esher, Surrey, KT10 9QY.
    The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves.
    To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk
    PMW Legal Limited. Trading as PMW Trust. Registered in England. Company number 10199785. Licensed by the Institute of Chartered Accountants in England and Wales to carry out the reserved legal activity of non-contentious probate in England and Wales.
    Registered office: Aissela, 46 High Street, Esher, Surrey, KT10 9QY. Telephone calls may be recorded.
    Copyright © 2022 Partridge Muir & Warren Ltd. All Rights Reserved.
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