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Hosted by Saffery · 🇺🇸 US · EN-GB · 28 episodes
Established thought leaders with verified media credentials.
We explore the changing world of private wealth – from family offices and succession planning to philanthropy and the changing personal tax landscape.
Saffery hosts Private Wealth Podcast, a business show with 28 episodes published.
You can book the flight and start the new role, but the same misconception occurs time and time again: “I’ve left the UK, so my UK tax position ends.” The reality is more nuanced, technical, more rules-driven, and far mo
The most generous giving can also be the most strategic, but only if you understand the UK tax rules behind it. Leonora Stevens and Mike Hodges, private wealth partners, discuss philanthropy from a private client perspec
Family investment companies (FICs), trusts and offshore bonds are three of the most common structures used in UK tax and wealth planning — but what do they actually mean for you and your family? In this episode, we break
Your garage, loft or side table might be hiding a surprisingly tax-efficient asset. We sit down to unpack which personal possessions you can sell or give away in the UK without any tax implications. If you have assets su
There are a number of significant tax changes occurring in 2026, and to help you stay ahead, we breakdown the key dates and deadlines you need to be aware of, including the appropriate actions you should be taking before
In this episode, Leonora Stevens and Mike Hodges look at what really happens when HMRC opens an enquiry into your personal tax return. They discuss: - What HMRC compliance checks actually involve - Why enquiries are trig
With a mountain of speculation prior to this year’s Budget, there was considerable concern about potential forthcoming tax changes. However, it could be said that the announcements made on 26 November were not as monumen
Tax season can feel daunting – even for the most organised of taxpayers. While many returns are simple, certain sections quickly become complex, and small mistakes can lead to stress or even penalties. In our latest podc
In our latest episode, we explore the increasingly relevant topic of passing on property – whether it’s your main home, a share of it, or a second property – and the tax implications that come with it. Our hosts Leonora
Thinking of retiring abroad? The latest changes to the UK’s non-dom rules might be surprisingly good news for your financial planning. In this eye-opening discussion, our expert panel breaks down how the shift from domic
The world of trusts often feels complex, but at its core it's about safeguarding assets for others. Whether you're considering setting up a trust, have been asked to serve as a trustee, or are evaluating your current arr
A seismic shift is looming for pensions - from April 2027, pensions will fall into a person’s chargeable estate for inheritance tax (IHT) purposes. This means any pension pots could be subject to 40% IHT. For many years
Employee Ownership Trusts (EOTs) offer business owners a compelling exit strategy where they can transfer controlling interest in their company without paying any capital gains tax (CGT). Join Leonora Stevens and Mike Ho
The inheritance tax landscape for family businesses and agricultural landowners is undergoing its most significant transformation in decades. Following the Autumn Budget 2024 announcements regarding changes to Agricultur
Have you recently acquired a significant amount of money? Sudden wealth can be quite overwhelming. So how can you protect and manage your assets efficiently? Join Leonora Stevens and Mike Hodges as they talk with legal e
With major changes on the horizon for non-domiciled individuals, understanding the new tax landscape is essential. This episode dives deep into the upcoming tax reforms, exploring how these changes (effective from April
Family-owned businesses face unique complexities, such as issues related to business structure, family dynamics, and shared ownership. Following Rachel Reeves’ Budget, these businesses now face additional challenges in n
With the festive season of goodwill upon us, gift-giving may be higher on the agenda. But do you know how much tax you might owe on your generous gestures? In this episode, Leonora and Mike explore the tax considerations
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 inhe
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
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Private Wealth Podcast is hosted by Saffery. The show is categorised under business (investing) and has published 28 episodes.
Private Wealth Podcast has published 28 episodes.
Private Wealth Podcast regularly covers business, investing. It sits in the business category, with a investing focus.
Private Wealth Podcast is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
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Episodes of Private Wealth Podcast average 20 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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