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.
There's still time to register to attend @CWoodLegal's upcoming breakfast seminar on Tuesday 10th March 2020, at which UNW employment taxes partner @LeeMuter will share his insight into the key principles of IR35 and 'off-payroll' working. Register here: collingwoodlegal.com/news/2020/02/i… pic.twitter.com/U4ITaisBNH
Our first Charity Bulletin of 2020 features an update on gift aid and claiming tax relief, as well as an interview with @PMCallaghan, who discusses his work as chair of @SunderlandMAC and as former chair and current Trustee at @LiveTheatre. View it here: unw.co.uk/wp-content/upl… pic.twitter.com/bqCxNLemVX
Paul Callaghan is co-founder and the Chair of The Leighton Group, the North East-based set of software, technology, communication and
The Charity Commission has recently announced updated guidance for charity trustees on when to report incidents involving the charity’s partners
We are delighted to share with you our latest Charity Group Bulletin, available for download via the following link. Click
UNW’s latest update on topics of financial interest to all dentists, which includes the results of the NASDAL goodwill survey