Season three of “Death & Taxes – and everything in between!” is back.
Look out for our fortnightly Private Wealth podcasts throughout 2024 from Guy Broadfield, Edwards Hayes and Tim Williams, with a focus on the tax policy choices in play ahead of the general election and their practical implications for clients. Don’t forget to subscribe to stay up to date with our latest episodes on the usual podcast platforms such as Google Podcasts, Deezer and Spotify.
Season Three
1. Residence & Domicile – what, why and how? In episode one Helen MacLeod joins Edward Hayes and Tim Williams to discuss the concepts of residence and domicile. They summarise the meaning of each term, why they are so important in UK law and how they are tested. This is the perfect introduction for someone looking to get a basic understanding of these key concepts and will give you all the context you need to follow future discussions about how they might change under a Labour government. To access a version with subtitles, please click here or to view a transcript, click here.
2. Inheritance tax: what is it? Part one – the basics and jargon. In episode two of the new season, Sarah Carlyon joins Tim Williams and Guy Broadfield to discuss inheritance tax. They explore the basic principles and unravel the meaning of some of the tricky IHT jargon. This is a great introduction and reminder of the key inheritance tax concepts and will provide a solid foundation before we take a deep dive into some of the trickier reliefs in the next episode. To access a version with subtitles, please click here or to view a transcript, click here.
3. The Budget 2024: A new world for non-doms. 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. To access a version with subtitles, please click here or to view a transcript, click here.
Timestamps
1:24 - High level overview of the non-dom changes
2:33 - High level overview of other important measures for clients announced in the budget
5:28 - Non-dom changes in detail
4. Inheritance tax: what is it? Part two – a deep dive into reliefs. 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.
The Autumn Statement 2023
The Autumn Statement 2023 – Much Ado About Nothing for private clients? (to access a version with subtitles, please click here or to view a transcript, please click here)
Season Two
Death and Taxes returned for a second season in January 2022, discussing a range of issues facing private clients and their advisers. Each podcast featured interviews with specialists across the Burges Salmon Private Wealth team, focusing on topical issues facing the sector.
1. Cross-border probates (to access a version with subtitles, please click here or to view a transcript, please click here)
2. How divorce and disputes impact succession plans in family business – Part 1 (to access a version with subtitles, please click here or to view a transcript, please click here)
3. How divorce and disputes impact succession plans in family business – Part 2 (to access a version with subtitles, please click here or to view a transcript, please click here)
4. How to make a difference: philanthropy for private clients (to access a version with subtitles, please click here or to view a transcript, please click here)
5. How to make partnerships work for your business (to access a version with subtitles, please click here or to view a transcript, please click here)
6. Scaling a business: what founders and investors need to know (to access a version with subtitles, please click here or to view a transcript, please click here)
Season One
You can still listen to our podcasts from Season One, which can be downloaded here. The episodes available are:
1. Trust disputes: 'The worst of times' – issues for trustees to consider in a recession (To access a version with subtitles, please click here).
2. Family: what you need to know about divorce (To access a version with subtitles, please click here).
3. Capital Gains Tax: what are the proposed reforms and will they happen? (To access a version with subtitles, please click here).
4. Buying second homes - new taxes and old structures (To access a version with subtitles, please click here).
5. Selling your business: how to make a successful exit (To access a version with subtitles, please click here).
6. Budget 2021: the rest is yet to come (To access a version with subtitles, please click here).
7. Strategic land: key considerations for landowners (To access a version with subtitles, please click here).
To learn more about our private client expertise, please visit our webpage.