Private Wealth Podcast – Détails, épisodes et analyse

What if the latest tax reforms could change the way you plan for your family's future? Join us as we unravel the implications of Rachel Reeves' recent Budget announcements, where we tackle the significant reforms to inheritance tax, especially the tightened restrictions on Business Property Relief (BPR) and Agricultural Property Relief (APR). With Leonora Stevens and Mike Hodges lending their expertise, we uncover how these changes might usher in hefty tax liabilities, and why farmers and agricultural landowners may need to rethink their financial strategies. 
 
Leonora and Mike also provide insights on how pension changes could reshape your strategy and what the capital gains tax rate hike and changes to Business Asset Disposal Relief (BADR) means for your business’ financial roadmap. Tune in for practical advice and foresight into how these Budget shifts could affect your estate and tax planning strategies.

Selling a business is a major decision that requires careful planning, as it could involve significant financial implications for the seller.

In this episode, Leonora and Mike are joined by Jenny Serridge, a director in our corporate finance team, and Adam Kay, a partner in our transactions tax department. If you're thinking about selling your business, the team provide insights on the entire sale process from both the corporate perspective and the personal tax side, including:

• The importance of pre-sale planning and understanding your valuation at an early stage in the transaction timeline,
• How we can help navigate the complexities of available tax reliefs, such as Business Asset Disposal Relief (BADR) or Investors' Relief, and 
• Practical points to keep in mind – including why fancy dress is never off the table, even when it comes to finalising a deal.

 Please note: this episode was recorded prior to the October Budget, which is due to be announced on 30 October. Please bear this in mind when listening to the episode after this date.

In this podcast, we examine how grandparents can help to fund school fees and note the relevant tax implications. In particular, we explore inheritance tax and what qualifies as a potentially exempt transfer (PET), while also looking at the use of trusts and main things to  consider. We additionally highlight some general top tips.

Leonora Stevens, Mike Hodges and Jason Lane discuss the tax matters when going through a divorce. 

This includes: the type of divorce, the tax year of separation and transferring assets, and other practical considerations.

In our latest podcast, Leonora Stevens, Mike Hodges and Alexandra Britton-Davis discuss the tax matters for those thinking of returning to the UK. 

They highlight: 

• The importance of considering the date of return;
• What to do if you find yourself in a period of cross-over in respect of dual residency; and 
• Clarify the temporary non-resident rules for returning non-doms.

We provide guidance and tips on planning for the new financial year from 6 April. There has been a lot of economic turbulence and multiple tax announcements over the last six months, so we provide clarity of the changes from 6 April, and what you can do before these come into place. 

In this episode, Leonora Stevens, Mike Hodges and Alexandra Britton-Davis discuss the tax matters that should be taken into account if you are thinking of moving outside of the UK before the end of the tax year, including practical guidance on losing UK residency status.

In this Private Wealth Podcast, Leonora Stevens, Mike Hodges and Simon Love discuss in greater depth some key tax implications of cryptoassets, including: remuneration from an employer in cryptocurrency, the taxation of non-fungible tokens (NFTs) and losses from cryptoasset investment.

 In our first podcast on cryptoassets, we focus on the fundamentals, including: what they are, the different types of assets/currencies in the market, how they work and why people may invest in them.

In our latest Private Wealth Podcast, Leonora Stevens and Mike Hodges discuss how individuals and families can utilise trusts to pass assets to the next generation.