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.

Troo to disrupt market with energy bench-marking platform after investment boost @EntirelyFinance ow.ly/ZON430mB6yA pic.twitter.com/dfHkWdro3N

UNW recently helped @Troocost source and secure a six-figure investment from @Mercia_Fund . Read what CEO Andrew Richardson had to say about the service our corporate finance team provided below: pic.twitter.com/IHdy1VmHcC

LATEST NEWS

Troo Troo to disrupt market with energy benchmarking platform after investment boost

Chartered accountancy and business advisory firm UNW has helped a business energy benchmarking specialist source and secure a six-figure investment

Autumn Budget 2018 Summary

With Brexit uncertainties clouding the forecast horizon, Chancellor Philip Hammond made the most of upgraded forecasts of tax receipts from

Boiler Plan Boiler Plan UK’s growth plans heating up after multi-million-pound investment

Chartered accountancy and business advisory firm UNW has helped Boiler Plan UK to source and secure £2.1m of Venture Capital and

Making Tax Digital Making Tax Digital for VAT: Changes to be aware of

Many of you will now be aware of the impending introduction in April 2019 of Making Tax Digital for VAT