Private Wealth Podcast

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Private Wealth Podcast

In-depth discussions on private wealth matters from Saffery LLP.

10/12/2024

A gift isn’t just for Christmas

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 potential tax liabilities so that you can gift with confidence.

17 phút
12/11/2024

Tax planning after the Autumn Budget: What’s changed?

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 lending their expertise, we uncover how these changes might usher in hefty tax liabilities, and why farmers and agr...

23 phút
12/09/2024

Is it time to sell your business?

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 entire sale process from both the corporate perspective and the personal tax side, including:The importance o...

21 phút
30/07/2024

Tax tips for weddings and civil partnerships

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•The various tax benefits of tying the knot.

16 phút
27/06/2024

Incorporating residential property

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 benefits like lower corporation tax rates and flexible income distribution. Listen as we break down essential reliefs...

16 phút
06/06/2024

Succession planning

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 capital projects effectively while preparing heirs to take the reins. This episode is essential listening for anyon...

18 phút
30/04/2024

Do you need a family office?

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.As well as outlining how they’d interact with a family office as external advisers, they answer key questions, in...

16 phút
21/03/2024

Buying large properties and landed estates

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 considerations,The impact on your inheritance tax (IHT) position,Employment taxes if taking on any employees, and N...

26 phút

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In-depth discussions on private wealth matters from Saffery LLP.

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Saffery
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