Private Wealth Podcast

With major changes on the horizon for non-domiciled individuals, understanding the new tax landscape is essential. This episode dives deep 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 leading expert

Family-owned businesses face unique complexities, such as issues related to business structure, family dynamics, and shared ownership. Following Rachel Reeves’ 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 Budg

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 tax (CGT) and inheritance tax (IHT), to help you understand your pote

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 and Mike Hodges le

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 corporate finance team, and Adam Kay, a partner in our transactions tax department. If you're thinking about selling your business, the team provide insights on

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 getting married, and •T

Could incorporating your residential property portfolio save you thousands in taxes? Join us for an eye-opening discussion as Leonora Stephens from Bristol and Mike Hodges from Manchester delve into the ins and outs of property incorporation. We tackle why high tax rates on rental profits and capital gains often push property owners toward this strategy and uncover the nuanced bene

Join us as we uncover the issues families are facing when looking to the future and ensuring the legacy of their family estate. With insights from Leonora Stevens, Mike Hodges, and special guest Peter Harker, we'll move beyond the typical tax talk and delve into the practicalities of succession planning. Discover strategies to manage farmland, residential properties, and natural ca

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 fellow partner at Saffery

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 Tax (SDLT),VAT cons