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.

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