Steve Lant
Tax Partner

t: +44 (0)191 243 6069
e: stephenlant@unw.co.uk
Fred Robson
Tax Senior Manager

t: +44 (0)191 243 6230
e: fredrobson@unw.co.uk
MEET THE TEAM

Trusts and Estate Planning

Whenever the words estate planning come to mind, a person inevitably thinks of speaking to their lawyer. The planning is designed to reduce their Inheritance Tax bill and so the word ‘Tax’ should focus their mind on speaking to their tax adviser as well.

UNW trust specialists have over 55 years of combined experience dealing with UK and Offshore trusts, involving the creation and application of them to the settlor and beneficiaries’ tax affairs, as well as the tax consequences for the trustees. We work closely with lawyers to ensure that the correct structure is implemented with, of course, the interests of the settlor and beneficiaries firmly protected.

The various reliefs from Inheritance Tax such as Agricultural Property and Business Property Relief should not be ignored when considering passing assets down to the next generation and we can advise on the most efficient use of these in estate planning together with other not so well known reliefs.

The Chancellor of the Exchequer has announced that this year's Autumn Budget will take place on Wednesday 6th November. More info on what that means here: unw.co.uk/news/autumn-bu…

Building an effective Trustees' Report is important, as it lets charities highlight their public benefit and vision. However, according to @ChtyCommission, only 70% of charities are meeting the basic requirements. Read how to create an effective report: unw.co.uk/news/build-eff…

LATEST NEWS

Autumn Budget 2019 to be delivered on 6th November

The Chancellor of the Exchequer, Sajid Javid, has announced that he plans to hold the Autumn Budget on Wednesday 6th

How to Build an Effective Trustees’ Report

A trustees’ report provides an opportunity for charities to highlight, celebrate, and advertise not only their achievements and public benefit,

HMRC Employer Bulletin: Brexit Edition

In September 2019’s edition of the Employment Tax Bulletin, HMRC has focused on a variety of information that intends to support employers in preparing for Brexit. We have summarised the key information.

UNW's new starters after recruitment drive UNW strikes gold again

Newcastle-based chartered accountancy and business advisory firm UNW has recently achieved Investors in People (IIP) Gold status for the third