TWM in the press

David Lunn, Partner in Private Client at TWM Solicitors, comments in PA Adviser on Kemi Badenoch’s proposed rollback of inheritance tax (IHT) rises, suggesting that she could go further in reforming IHT to deliver more meaningful benefits for families and estates.

Duncan Mitchell-Innes, Partner and Deputy Head of Private Client at TWM Solicitors, explains in Money Marketing, IFA Magazine, Money Week, ePrivateClient, The Mail on Sunday and GB News that holding life insurance in specific types of trust can exempt it from IHT, making it a powerful estate-planning tool.

Laura Walkley, Partner and Head of Private Client at TWM Solicitors, is featured in Money Marketing, IFA Magazine and Law360 on how the total value of gifts left to UK charities via Wills has jumped sharply, with the rise being driven in part by estate planning strategies aimed at mitigating the impact of Inheritance Tax.

Featured in Money Marketing, David Lunn, Managing Associate in the Private Client team at TWM Solicitors reveals that UK individuals paid more than double the amount of inheritance tax on gifts last year than ten years ago. Many of these tax bills could have been avoided through more effective estate planning.

David Lunn, Managing Associate in Private Client at TWM Solicitors, was quoted in The Telegraph, IFA Magazine and Today’s Wills & Probate, highlighting how so-called deathbed marriages have increased in recent years, with couples wanting to secure tax benefits when one partner falls seriously ill.

David Powell, Partner and Corporate and Commercial specialist at TWM Solicitors, featured in The Times, Restaurant Online, The Caterer and Catering Today, noting that the sharp rise in restaurant group takeovers reflects renewed confidence in the sector.