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 more sensitive to small details like day counts, family ties and filing obligations. Leonora Stevens and […]
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 perspective, focusing on how to give with clarity, avoid common traps, and build a plan that fits your wider wealth […]
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 down how each structure works in practice, how they differ on control, tax, reporting and long-term […]
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 such as art, collectables or classic cars, the difference between a clean gain and an unexpected tax […]
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 6 April 2026. Our podcast episode explores: Dividend tax increases: Rates rise for basic and higher-rate […]
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 triggered – What is the difference between aspect and full reviews – Understand what your rights and responsibilities look […]
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 monumental as feared. Nonetheless, there was still plenty to dissect so join us in our latest podcast episode where we uncover […]
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 podcast episode, Leonora Stevens and Mike Hodges explore the trickier parts of a self‑assessment tax return and share practical […]
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. Leonora Stevens and Mike Hodges discuss: – Why more families are considering property gifts – How rising house […]
