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 […]
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 […]
