A family office is a formal arrangement that involves a high-net-worth family being supported with a range of services, including legal, tax, accounting and concierge support. Whether or not you need a family office depends entirely on your financial, investment, and personal needs. In this episode, Leonora and Mike are joined by Alexandra Britton-Davis, a […]
In this episode, we cover the tax implications and practical considerations involved when purchasing large properties and landed estates. Leonora and Mike are joined by Elizabeth Hartless, a fellow partner at Saffery. As well as outlining top tax tips with respect to property renovations, other key areas discussed include: Funding and structuring, Stamp Duty Land […]
In this episode we examine the tax and practical aspects to consider when thinking about your retirement. Retirement planning is not just a matter of saving; it’s about strategising for financial freedom and ensuring your wealth outlasts you. Leonora and Mike also discuss the importance of having a plan in place to ensure you are […]
In this episode, Leonora Stevens and Mike Hodges approach the sensitive topic of death and tax planning, sharing their top tips to give you peace of mind and to help make the planning process as seamless as possible. In particular, Leonora and Mike discuss: The importance of having an up-to-date will in place, Inheritance tax […]
In this episode Leonora Stevens and Mike Hodges revisit Family Investment Companies (FICs) and are delighted to be joined by Guy Broadfield, a Senior Associate at Burges Salmon who has a focus on tax and trusts. This area is a hot topic and with markets and sectors moving at such rapid pace we delve into […]
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 the main things to consider. We additionally highlight some general top tips. […]
In this podcast, Leonora Stevens and Mike Hodges discuss the relevant tax matters and considerations when going through a divorce. This includes looking at the type of divorce, and how the tax year of separation can impact the transferring of assets such as properties and investment portfolios. We also examine common tax complexities to look out […]
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 The temporary non-resident rules […]
Leonora Stevens and Mike Hodges discuss how to plan appropriately for the new tax 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. […]
