Death & Taxes - and everything in between!

Dec 06 2024 26 ep. 23 mins
Death & Taxes - and everything in between! Podcast artwork

In this podcast series we discuss the latest developments and issues facing private clients and their advisers.

  Business  Government
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S4 Ep5: Autumn Budget 2024: Navigating the challenges for entrepreneurs and family businesses

Dec 06 2024 29 mins  
In our fifth, and final episode of season 4, Guy Broadfield is joined by corporate and M&A partner Dominic Davis and director Julie Book to discuss the impact of the Budget on entrepreneurs and family businesses, highlighting what actions business owners should be taking and when.

S4 Ep4: Autumn Budget 2024: Implications for non-doms and international individuals

Nov 29 2024 27 mins  
In our fourth episode, Edward Hayes is joined by Emma Heelis-Adams to discuss the implications of the budget for non-doms and international individuals, offering up some practical advice on steps individuals can take and the timeline for these.

S4 Ep3: Autumn Budget 2024: Considerations and options for landowners

Nov 22 2024 30 mins  
In our third episode Tim Williams and Tom Hewitt discuss the impact of the Budget on landowners, giving a quick overview of the key changes to APR and BPR, anti-forestalling rules and changes to CGT, whilst setting out what options are available for landowners looking to reduce their exposure and the caveats to be aware of.

S4 Ep2: Autumn Budget 2024: Key Takeaways for Trustees and Trust Companies

Nov 15 2024 20 mins  
In our second episode Tim Williams and Catherine de Maid break down the Autumn Budget 2024 and its impact on trustees and trust companies, looking at key changes to the non-dom regime, and the impact of the proposed changes to APR and BPR, while offering some insight into what they have been hearing and seeing since the Budget.

S4 Ep1: Autumn Budget 2024: Our Reaction and Commentary

Nov 08 2024 24 mins  
In our first episode Edward Hayes, Tim Williams, and John Barnett provide their thoughts and commentary on the Budget 2024, looking at key changes to CGT, IHT, BPR and APR and the non-dom reforms whilst flagging some particularly interesting aspects of the new rules which may have been missed.

S3 Ep7: UK immigration law: options and considerations for HNW clients

Jun 18 2024 26 mins  
In this episode of Death and Taxes (and everything in between), Edward Hayes and Myra Leung discuss the immigration options available to high-net-worth individuals looking to come to the UK. From indefinite leave to remain, citizenship and visa routes to helpful tips for navigating the application process, they summarise the key points and give practical advice for those considerin

S3 Ep6: Natural Capital and what it means in the world of Private Wealth

Jun 04 2024 28 mins  
In this episode Tim Williams is joined by Kevin Kennedy and Ross Simpson to discuss what Natural Capital is, the impact it is having and what landowners should consider when engaging with these sorts of projects. They provide an expert breakdown of the key terms and influencing factors including biodiversity net gain, carbon credit trading, environmental land management schemes, an

S3 Ep5: Non-dom proposals: where are we now and where might we end up?

May 14 2024 25 mins  
In this episode, Guy Broadfield, Edward Hayes and Helen MacLeod discuss the overhaul of the non-dom regime. They summarise what the proposed changes for individuals and trusts are, the differences between the Conservative and Labour positions and what clients should be doing now in response. From the impact on protected trusts and excluded property trusts to the transition rules, t

S3 Ep4: Inheritance tax: what is it? Part two – a deep dive into reliefs

Mar 26 2024 21 mins  
In this episode, Tim Williams, Guy Broadfield and Sarah Carlyon discuss some of the main inheritance tax reliefs. They look in particular at business relief and agricultural property relief, the relevant conditions to be met and how those rules impact estate and succession planning for individuals and families, especially business owners and landowners.

S3 Ep3: The Budget 2024: A new world for non-doms

Mar 08 2024 21 mins  
In this Spring Budget special episode,Tim Williams, Edward Hayes and John Barnett discuss the aspects of the budget most relevant to the private wealth industry and high-net-worth individuals. They look in particular at the impact of the non-dom changes, how competitive they look when compared to other jurisdictions and what, if anything, non-doms should be doing now in response.