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.

Chancellor Philip Hammond delivered the Autumn #Budget2017 yesterday, announcing more money for housing and limited… twitter.com/i/web/status/9…

How to create a great hire team- great response from @Peter1Neal “Use me!” #newcastlescaleupsummit

LATEST NEWS

Autumn Budget 2017 Summary

More money for housing and limited giveaways in some other key areas, but downgrades to growth forecasts meant limited room

Meet the team Meet the team: UNW Strategic Talent

Peter Neal, Laura Dean and Dave Bowman (L-R) A little over two and a half years ago, UNW launched its Strategic

Myco Foods NPIF invests £250k in Tees Valley food manufacturer

Darlington based food manufacturer Myco Foods Ltd plans rapid growth after securing £250,000 worth of funding from NPIF – FW

Interest Rate Rise Interest Rate rise – How could it affect you?

Following The Bank of England’s announcement that interest rates were going to rise for the first time since 2007, UNW’s