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.

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

LATEST NEWS

Charity Client Focus: Paul Callaghan – Chair of Sunderland MAC Trust, Trustee and Past Chair of Live Theatre, Co-Founder and Chair of The Leighton Group

Paul Callaghan is co-founder and the Chair of The Leighton Group, the North East-based set of software, technology, communication and

Charity Commission releases new guidance on Serious Incident Reports (SIRs)

The Charity Commission has recently announced updated guidance for charity trustees on when to report incidents involving the charity’s partners

UNW Charity Group Bulletin February 2020

We are delighted to share with you our latest Charity Group Bulletin, available for download via the following link. Click

UNW Dental Bulletin – February 2020

UNW’s latest update on topics of financial interest to all dentists, which includes the results of the NASDAL goodwill survey