Summing Up - The official podcast from Lovewell Blake Chartered Accountants and Financial Planners!

Lovewell Blake
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Join Lovewell Blake Partner James Shipp as, each episode, he will be joined by a business leader, expert or specialist to break down the latest trends, insights and key developments in the world of finance, business and beyond. Whether you're a financial professional or just starting out in business, our expert insights and practical advice will help you navigate the complexities of the financial landscape. Tune in to hear us sum up the latest trends and essential knowledge to keep you ahead of the curve.  

  1. Sep 28

    Inheritance tax gifting rules: what you can give away and when

    Inheritance tax used to be a concern for the wealthy. Frozen allowances and a run of rule changes mean it now reaches ordinary families, farmers and business owners, and from April 2027 unused pensions come into scope too. In this episode of Summing Up, James Shipp is joined by our tax director Michael Morter to explain the inheritance tax gifting rules and what has changed. We cover: The three big changes since the October 2024 budget and when each takes effect. The three types of lifetime gift: exempt transfers, immediately chargeable transfers and potentially exempt transfers. How the seven year clock works in practice, and why taper relief only helps once you have given away more than your nil rate band. The two mistakes that catch people out: capital gains tax on gifts of anything other than cash, and keeping a benefit in something you have given away. What farmers and business owners can still do after the April 2026 changes to agricultural and business property relief. Why unused pensions being added to the estate can taper away the residence nil rate band and increase the tax on other assets. Who can safely leave inheritance tax alone, who needs advice, and the one message to take away on gifting. This is the first of a short series with Michael. Follow Summing Up for the next episodes on pensions and trusts. Full episode and every other episode: https://www.lovewell-blake.co.uk/podcasts Hosted by James Shipp. Guest: Michael Morter, Tax Director, Lovewell Blake. #InheritanceTax #EstatePlanning #Pensions

    Inheritance tax gifting rules: what you can give away and when

  2. Aug 31

    Companies House changes 2028: Will small companies have to publish profit and loss accounts?

    From 2028, small companies will be required to file profit and loss accounts online with Companies House for the first time. But will those accounts be made public? In this episode, we break down the upcoming Companies House reforms, explain the new filing requirements for small businesses, and explore the confusion surrounding the apparent concession that may allow companies to withhold profit and loss information from public view. Essential listening for company directors, accountants and business owners preparing for the UK's biggest corporate reporting changes. #CompaniesHouse #SmallBusinessUK #Accountancy #CompaniesHouseReform #SmallCompanies #CompanyAccounts #Podcast #AccountancyPodcast #LB1858

    Companies House changes 2028: Will small companies have to publish profit and loss accounts?

  3. Aug 17

    Why good bookkeeping matters: The foundation of business success

    Accurate bookkeeping is more than just recording transactions. It's the foundation of informed business decisions, healthy cash flow, and long-term growth. In this episode, we explore the importance of financial record keeping, how bookkeeping supports business performance, and the key financial information every business owner should understand. Whether you're a start-up, small business owner, or finance professional, you'll discover practical tips to improve your financial management and keep your records organised and compliant. #Bookkeeping #BusinessFinance #Accounting #FinancialRecords #CashflowManagement #FinancialManagement #TaxPreparation #FinancePodcast #Podcast #BusinessSuccess #ProfitAndLoss

    Why good bookkeeping matters: The foundation of business success

  4. Aug 3

    Inheritance Tax changes 2026:Tax planning for Farmers, Family Farms and Business Owners

    Are you prepared for the inheritance tax changes that took effect from April 2026? This episode focuses on the new rules affecting family farms and privately owned businesses. We explain what has changed, who could be impacted, and the practical planning strategies available to help families preserve their assets and create a smooth succession plan for the next generation. #InheritanceTax #BusinessOwners #WealthPlanning #FarmingUK #UKFarming #AgriculturalPropertyRelief #InheritanceTax2026 #FamilyFarmTax #FamilyFarm #SuccessionPlanning #LB1858

    Inheritance Tax changes 2026:Tax planning for Farmers, Family Farms and Business Owners

  5. Jul 20

    Payroll under pressure: Why more businesses are choosing to outsource

    Payroll is becoming increasingly complex for UK businesses. With evolving HMRC regulations, growing compliance obligations, and the pressure to ensure employees are paid accurately and on time, managing payroll in-house can be both challenging and time-consuming. In this episode, we explore the biggest payroll challenges facing employers today, the impact of ongoing HMRC changes, and why many businesses are turning to payroll outsourcing to reduce risk, improve efficiency, and stay compliant. Tune in to discover how outsourced payroll services can help your business navigate regulatory change with confidence. #PayrollOutsourcing #PayrollServices #HMRC #PayrollCompliance #BusinessSupport #SME #OutsourcedPayroll #ukbusinesses  #HR #Finance #BusinessGrowth #TaxCompliance #PayrollManagement #LB1858

    Payroll under pressure: Why more businesses are choosing to outsource

  6. Jul 6

    Retirement Planning Made Simple: Pensions, Tax & Making Your Money Last

    Join James Shipp and financial adviser Jon Matchett as they discuss the key aspects of retirement planning, from workplace pensions and retirement income options to tax-efficient withdrawals and state pension considerations. They explore how to make the most of your savings, manage investment risk as retirement approaches, and avoid common pitfalls, while also touching on inheritance tax and the role of ISAs and other investments in a well-rounded retirement strategy. #podcast #financialplanning #retirement #retirementplanning #finance #pension

    Retirement Planning Made Simple: Pensions, Tax & Making Your Money Last

  7. Jun 22

    How to structure Business, Director and Shareholder Protection polices effectively

    James is re-joined by Will Gaines, Consultant at Lovewell Blake Financial Planning, to discuss smart use of protection policies. With good planning, life cover,  critical illness and sickness policies can be structured tax efficiently within businesses. Many business owners fail to plan for these life events and it can be relatively simple to put proactive measures in place.  #Podcast #FinancialPlanning #LB1858 #Directors #Shareholders #FinancialPlanningPodcast #CriticalIllness

    How to structure Business, Director and Shareholder Protection polices effectively

  8. Jun 8

    Football Finance 2 - PSR becomes SCR

    Dom Smith rejoins James to explain the changes to the financial rules affecting English football clubs where Squad Cost Ratio requirements are replacing Profit and Sustainability Rules this summer. These financial requirements and penalties for non-compliance are complex and Dom breaks down all the key aspects as only an accountant can! #FootballPodcast #FootballFinance #Football #Accountant #EnglishFootball #Finance #Podcast #FinancePodcast #LB1858

    Football Finance 2 - PSR becomes SCR
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Join Lovewell Blake Partner James Shipp as, each episode, he will be joined by a business leader, expert or specialist to break down the latest trends, insights and key developments in the world of finance, business and beyond. Whether you're a financial professional or just starting out in business, our expert insights and practical advice will help you navigate the complexities of the financial landscape. Tune in to hear us sum up the latest trends and essential knowledge to keep you ahead of the curve.  

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