Our insights

David Lunn is featured in IFA Magazine and PA Adviser, commenting on the £315m paid in Inheritance Tax on gifts in the latest available HMRC figures, up from £302m the previous year. David highlights the importance of careful lifetime gifting and early estate planning to help families avoid unexpected tax liabilities and make the most of available reliefs and exemptions.

Stuart Downey is quoted in the Financial Times on the record 11,910 complaints about alleged financial misconduct by attorneys acting under Lasting Powers of Attorney. He is also featured in WealthBriefing, Today's Wills & Probate, Professional Adviser and the Sunday Express on the growing concerns around abuse and misuse of LPAs.

Julian Sampson is featured in The Intermediary, Mortgage Soup, Introducer Today, Mortgage Introducer, IFA Magazine, The Negotiator, Financial Reporter and Property Investor News, discussing the rise in low-deposit mortgage lending. Analysis by TWM found that the value of new mortgages with deposits below 10% increased by 38% in the year to June 2026, reaching £24.7bn.

Duncan Mitchell-Innes is featured in IFA Magazine, Money Marketing, Financial Planning Today and Daily Express discussing HMRC’s suspected £392m of underpaid Inheritance Tax. Duncan highlights the risks for executors and the importance of accurate valuations and advice when completing IHT returns.

Laura Walkley is featured in the Financial Times discussing the growing importance of Inheritance Tax planning. Laura explains why homeowners should be aware of key thresholds and the value of taking advice early to understand the options available for reducing a future Inheritance Tax liability.

Gillian Dunlea is featured in The Telegraph, Financial Planning Today, the Mirror and This is Money, discussing the growing use of charitable giving as part of Inheritance Tax (IHT) planning. Commenting on the sharp increase in IHT relief claimed through charitable donations, Gillian explains that the Government's planned changes to IHT have heightened concerns about the level of tax payable on estates, prompting more individuals to consider ways of reducing potential liabilities.