In this podcast series we discuss the latest developments and issues facing private clients and their advisers.
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S3 Ep7: UK immigration law: options and considerations for HNW clients
26:05
26:05
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26:05
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 pra…
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S3 Ep6: Natural Capital and what it means in the world of Private Wealth
28:46
28:46
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28:46
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, environ…
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S3 Ep5: Non-dom proposals: where are we now and where might we end up?
25:23
25:23
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25:23
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…
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S3 Ep4: Inheritance tax: what is it? Part two – a deep dive into reliefs
21:47
21:47
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21:47
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 landow…
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S3 Ep3: The Budget 2024: A new world for non-doms
21:08
21:08
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21:08
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 …
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S3 Ep2: Inheritance tax: what is it? Part one – the basics and jargon
24:18
24:18
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24:18
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 int…
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S3 Ep1: Residence & Domicile – what, why and how?
19:15
19:15
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19:15
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 co…
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The Autumn Statement 2023 – Much Ado About Nothing for private clients?
18:09
18:09
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18:09
The Death and Taxes podcast is back. In this special episode of “Death and Taxes” John Barnett, partner in the Private Client team at Burges Salmon, joins Guy Broadfield and Edward Hayes to discuss the 2023 Autumn Statement. They discuss the key announcements and the implications for high-net-worth individuals, including the limited nature of the m…
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S2 Ep6: Scaling a business: what founders and investors need to know
29:05
29:05
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29:05
In the final episode of Season Two, Edward Hayes and Guy Broadfield are joined by Alex Lloyd, a director in the firm’s Corporate Finance team, to discuss the points founders and investors should consider when scaling high-growth businesses.โดย Burges Salmon Private Client team
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S2 Ep5: How to make partnerships work for your business
20:23
20:23
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20:23
In this episode, Guy Broadfield and Tim Williams are joined by dispute resolution lawyers, Sian Edmunds and Maddie Dunn to talk about partnerships and how private clients can make the most of this flexible, tried and tested business structure.โดย Burges Salmon Private Client team
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S2 Ep4: How to make a difference: philanthropy for private clients
17:20
17:20
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17:20
In this episode, philanthropy lawyer Alyssa Haggarty joins Tim Williams and Guy Broadfield to discuss the options for private clients looking to achieve their charitable aims and what to consider when setting out on their philanthropic journey, from working with existing charities to setting up their own charitable structures.…
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S2 Ep3: How divorce and disputes impact succession plans in family business – Part 2
19:03
19:03
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19:03
In this episode, the second part of our two part family business special, Guy Broadfield is joined by Caroline Emslie, a senior associate in the disputes team, to discuss the impact disputes can have on a family business.โดย Burges Salmon Private Client team
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S2 Ep2: How divorce and disputes impact succession plans in family business – Part 1
19:38
19:38
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19:38
In this two part family business special, Guy Broadfield is joined by Director Richard Handel to discuss the impact divorce can have on family businesses. Part 2 of the family business special will be released next week and focus on how disputes between family members can impact succession planning. Our family business special has been recorded in …
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S2 Ep1: Cross-border probates
19:25
19:25
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19:25
In this episode Tim Williams and Edward Hayes are join by Rachel Pinn, Head of Probate at Burges Salmon, to discuss cross-border estates, what they are, how to deal with them and the steps that can be taken during lifetime to make things simpler on death.โดย Burges Salmon Private Client team
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S1 Ep7: Strategic land: key considerations for landowners
18:42
18:42
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18:42
In our final episode of the series, Tim Williams and Guy Broadfield from our Tax & Trusts team are joined by real estate partner Ross Simpson to discuss issues for landowners to consider when selling land for development.โดย Burges Salmon Private Client team
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S1 Ep6: Budget 2021: the rest is yet to come
23:21
23:21
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23:21
In this special edition, Guy Broadfield and Helen MacLeod are joined by John Barnett, head of the Private Client team, to discuss the 2021 Budget and how it affects private clients. They look at the key tax announcements, including the impact on family investment companies, and consider the longer term consequences for government tax policy.…
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S1 Ep5: Selling your business: how to make a successful exit
30:13
30:13
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30:13
In this episode, Guy Broadfield and Edward Hayes from our Tax & Trusts team are joined by corporate finance partner Dominic Davis and senior associate Julie Book. They discuss the legal and tax issues for entrepreneurs and family business owners to consider when planning a successful sale of their business.…
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S1 Ep4: Buying second homes - new taxes and old structures
20:14
20:14
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20:14
In this episode, Guy Broadfield and Ed Hayes from our Tax and Trusts team are joined by their colleague Scarlett Underwood to discuss second homes in the UK and how they are taxed. Key issues covered include the upcoming changes to stamp duty land tax for non-UK resident purchasers, how to structure ownership and what to expect in terms of taxation…
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S1 Ep3: Capital Gains Tax: what are the proposed reforms and will they happen?
25:44
25:44
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25:44
In this episode, Guy Broadfield, Tim Williams and Helen McLeod from our Tax & Trusts team discuss the proposed reforms to Capital Gains Tax and consider the potential consequences for clients and advisers.โดย Burges Salmon Private Client team
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S1 Ep2: What you need to know about divorce
18:00
18:00
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18:00
In this week's podcast*, Guy Broadfield and Tim Williams from our Tax & Trusts team are joined by family law specialists Richard Handel and Hannah Petherick to outline how the divorce process works and the related financial and family considerations. * This episode was recorded in December 2020 so references to the likely introduction date for no-f…
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S1 Ep1: 'The worst of times' – issues for trustees to consider in a recession
20:57
20:57
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20:57
In this episode, Tim Williams and Ed Hayes from our Tax and Trusts team are joined by disputes specialists Caroline Emslie and Sara Charteris-Black to discuss key issues for trustees to consider in difficult economic times when investment performance is under pressure. Please look out for future podcasts which will cover topics such as divorce, cap…
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