unw Personal Tax

Which are relevant to me as an individual?

At unw we pride ourselves on providing tailored, practical methods of reducing your personal tax bills, whether these are your annual ones, or those one-off bills associated with the sale of a major asset, receipt of a windfall or death.

Our team's broad range of skills allows us to advise over all areas of personal tax, for example:

  • Sale of family business: we consider capital gains tax planning for all generations of the family.
  • Creation of family trusts to safeguard wealth passing to next generations.
  • Emigration and its effect on assets.
  • Returning to the UK after years abroad.
  • Buying property abroad
  • Rental properties
  • Protecting assets and retaining control using pension arrangements.

Personal tax planning often needs to be dovetailed with personal investment advice. We are happy to liaise with your financial advisers (or we can introduce ones if you don't already have one) to ensure you receive "joined up" advice.

If you would like to talk to one of our specialists about how we might assist you, contact Simon Richards on 0191 243 6002 or simonrichards@unw.co.uk

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