Private Wealth Podcast

<p>In this episode, Leonora Stevens and Mike Hodges look at what really happens when HMRC opens an enquiry into your personal tax return. <br/><br/>They discuss:<br/>- What HMRC compliance checks actually involve<br/>...

<p>With a mountain of speculation prior to this year’s Budget, there was considerable concern about potential forthcoming tax changes. </p><p>However, it could be said that the announcements made on 26 November were not...

<p>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.</p><p>In our...

<p>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.<br/><br/>Our...

<p>Thinking of retiring abroad? The latest changes to the UK’s non-dom rules might be surprisingly good news for your financial planning.</p><p>In this eye-opening discussion, our expert panel breaks down how the shift...

<p>The world of trusts often feels complex, but at its core it's about safeguarding assets for others.<br/><br/>Whether you're considering setting up a trust, have been asked to serve as a trustee, or are evaluating...

<p>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%...

<p>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).</p><p>Join Leonora Stevens...

<p>The inheritance tax landscape for family businesses and agricultural landowners is undergoing its most significant transformation in decades. </p><p>Following the Autumn Budget 2024 announcements regarding changes to...

<p>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...

<p>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...

<p>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...

<p>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?</p><p>In this episode, Leonora and Mike explore the tax...

<p>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...

<p>Selling a business is a major decision that requires careful planning, as it could involve significant financial implications for the seller.</p><p>In this episode, Leonora and Mike are joined by Jenny Serridge, a...