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.

LATEST NEWS

UNW's Corporate Finance team hold event UNW brings together ambitious North East retailers at Crafter’s Companion

UNW’s Corporate Finance team and Crafter’s Companion, a leading manufacturer and supplier of crafting products, hosted a business forum at Aycliffe Business Park.

Advisory Fuel Rates for June 2019 announced by HMRC

HM Revenue and Customs (HMRC) has published the latest advisory fuel rates, to apply from 1 June 2019. The new

Social care sector Social care sector and the Minimum Wage

There has been great uncertainty regarding payment to carers of the National Minimum Wage and the National Living Wage in the social care sector recently.

Lee Muter, Rebecca Kemp, Chris Muckle UNW celebrates most successful Employment Taxes event yet

UNW reminded guests that for all their Employment Taxes needs, they’ve got a friend in Lee, as they hosted their