Private Wealth Podcast

Private Wealth Podcast

By SafferyBusinessInvesting
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Private Wealth Podcast episodes

  • Returning to the UK - the tax implications

    In our latest podcast, Leonora Stevens, Mike Hodges and Alexandra Britton-Davis discuss the tax matters for those thinking of returning to the UK. 

    They highlight: 

    • The importance of considering the date of return;
    • What to do if you find yourself in a period of cross-over in respect of dual residency; and 
    • Clarify the temporary non-resident rules for returning non-doms.

    For more Private Wealth podcasts, head to: www.saffery.com/insights/podcasts/

    Saffery official website

    • Visit saffery.com

    Follow Saffery online

    • LinkedIn: https://www.linkedin.com/company/saffery
    • Instagram: https://www.instagram.com/saffery_uk/

    Email: [email protected]

    17 min
  • End of year tax planning

    We provide guidance and tips on planning for the new financial year from 6 April. There has been a lot of economic turbulence and multiple tax announcements over the last six months, so we provide clarity of the changes from 6 April, and what you can do before these come into place. 

    For more Private Wealth podcasts, head to: www.saffery.com/insights/podcasts/

    Saffery official website

    • Visit saffery.com

    Follow Saffery online

    • LinkedIn: https://www.linkedin.com/company/saffery
    • Instagram: https://www.instagram.com/saffery_uk/

    Email: [email protected]

    16 min
  • Tax considerations when moving overseas

    In this episode, Leonora Stevens, Mike Hodges and Alexandra Britton-Davis discuss the tax matters that should be taken into account if you are thinking of moving outside of the UK before the end of the tax year, including practical guidance on losing UK residency status.

    For more Private Wealth podcasts, head to: www.saffery.com/insights/podcasts/

    Saffery official website

    • Visit saffery.com

    Follow Saffery online

    • LinkedIn: https://www.linkedin.com/company/saffery
    • Instagram: https://www.instagram.com/saffery_uk/

    Email: [email protected]

    18 min
  • Cryptoassets and tax

    In this Private Wealth Podcast, Leonora Stevens, Mike Hodges and Simon Love discuss in greater depth some key tax implications of cryptoassets, including: remuneration from an employer in cryptocurrency, the taxation of non-fungible tokens (NFTs) and losses from cryptoasset investment.

    For more Private Wealth podcasts, head to: www.saffery.com/insights/podcasts/

    Saffery official website

    • Visit saffery.com

    Follow Saffery online

    • LinkedIn: https://www.linkedin.com/company/saffery
    • Instagram: https://www.instagram.com/saffery_uk/

    Email: [email protected]

    20 min
  • The fundamentals of cryptoassets

     In our first podcast on cryptoassets, we focus on the fundamentals, including: what they are, the different types of assets/currencies in the market, how they work and why people may invest in them.

    For more Private Wealth podcasts, head to: www.saffery.com/insights/podcasts/

    Saffery official website

    • Visit saffery.com

    Follow Saffery online

    • LinkedIn: https://www.linkedin.com/company/saffery
    • Instagram: https://www.instagram.com/saffery_uk/

    Email: [email protected]

    17 min
  • Trusts | How can they be utilised to pass assets to the next generation

    In our latest Private Wealth Podcast, Leonora Stevens and Mike Hodges discuss how individuals and families can utilise trusts to pass assets to the next generation.

    For more Private Wealth podcasts, head to: www.saffery.com/insights/podcasts/

    Saffery official website

    • Visit saffery.com

    Follow Saffery online

    • LinkedIn: https://www.linkedin.com/company/saffery
    • Instagram: https://www.instagram.com/saffery_uk/

    Email: [email protected]

    12 min
  • Gifting assets | The tax considerations

    In this episode, Leonora Stevens and Mike Hodges discuss the various tax implications when gifting assets (excluding property) such as cash and chattels.

    For more Private Wealth podcasts, head to: www.saffery.com/insights/podcasts/

    Saffery official website

    • Visit saffery.com

    Follow Saffery online

    • LinkedIn: https://www.linkedin.com/company/saffery
    • Instagram: https://www.instagram.com/saffery_uk/

    Email: [email protected]

    13 min
  • Gifting property | The tax implications to consider

    In this episode, Leonora Stevens and Mike Hodges discuss the various tax implications when gifting property.

    For more Private Wealth podcasts, head to: www.saffery.com/insights/podcasts/

    Saffery official website

    • Visit saffery.com

    Follow Saffery online

    • LinkedIn: https://www.linkedin.com/company/saffery
    • Instagram: https://www.instagram.com/saffery_uk/

    Email: [email protected]

    15 min
  • Year-end tax planning | Key actions to take before the end of the tax year

    We discuss what actions individuals can take prior to the end of the tax year to maximise the use of relevant reliefs and allowances. 

    For more Private Wealth podcasts, head to: www.saffery.com/insights/podcasts/

    Saffery official website

    • Visit saffery.com

    Follow Saffery online

    • LinkedIn: https://www.linkedin.com/company/saffery
    • Instagram: https://www.instagram.com/saffery_uk/

    Email: [email protected]

    11 min
  • Scottish residency | The potential issues for taxpayers

    Leonora Stevens and Margi Campbell discuss some of the complications of being a Scottish-resident taxpayer, and how the pandemic may have impacted residency status.

    For more Private Wealth podcasts, head to: www.saffery.com/insights/podcasts/

    Saffery official website

    • Visit saffery.com

    Follow Saffery online

    • LinkedIn: https://www.linkedin.com/company/saffery
    • Instagram: https://www.instagram.com/saffery_uk/

    Email: [email protected]

    18 min

About Private Wealth Podcast

From the publisher's feed

We explore the changing world of private wealth – from family offices and succession planning to philanthropy and the changing personal tax landscape.

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