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 expert Claire Harris, a Partner at Withers, and James Peterson, Managing Director at Rothschild & Co about the essential […]
With major changes on the horizon for non-domiciled individuals, understanding the new tax landscape is essential. This episode delves into the upcoming tax reforms, exploring how these changes (effective from April 2025), will reshape the tax landscape for non-doms. Hosts Leonora Stevens and Mike Hodges are joined by Alex Britton-Davis, partner at Saffery and a […]
Family-owned businesses face unique complexities, such as issues related to business structure, family dynamics, and shared ownership. Following the 2024 Autumn Budget, these businesses now face additional challenges in navigating the changes to inheritance tax (IHT) and Business Property Relief (BPR). In this episode, Leonora and Mike analyse the specific implications of the Budget changes […]
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 of gifting, whether it’s cash or assets. They break down the complex rules of capital gains […]
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 […]
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 Transaction Services Team, and Adam Kay, a partner in our transactions tax department. If you’re thinking about selling your […]
The summer months mark peak wedding season, yet amid the festivities, there are important tax considerations to keep in mind. In this episode, Leonora Stevens and Mike Hodges delve into the key tax points associated with weddings and civil partnerships, including: Gifting rules and how they apply to wedding gifts, The tax implications for individuals […]
Are you thinking about incorporating your residential property portfolio? Due to high tax rates on rental profits and fewer benefits, such as the deductibility of financial costs, the answer may be yes. Plus, with the recent reduction in CGT on residential properties from 28% to 24% (effective 6 April 2024), there may be even more […]
Succession planning is a hot topic for many of our clients. In this episode, Leonora and Mike are joined by Peter Harker, a fellow partner in our Land and Rural Practice Group, to discuss the importance of succession planning. In addition to outlining the practical matters to consider when passing on wealth and assets to […]
