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

From April 2027 all Benefits in Kind provided by employers to their Directors or staff will be taxed very differently. James is joined by payroll specialist Jordan Guymer to consider the upcoming changes to the way Benefits are reported and what employers need to do ahead of time to be fully compliant by April 2027.

#BIK #Payroll #BenefitsInKind #Reporting #Accountancy #Podcast #LB1858 

Mel Page joins James to discuss her role in dealing with urgent HR matters and talks about how SME’s can prepare themselves for these business threats. Mel also talks through how SME’s should best structure their HR affairs and her top tips so businesses are protected from claims and potential financial exposure is kept to a minimum. 

#HumanResources #HR #HRPodcast #Podcast #BusinessPodcast #LB1858 

James is joined by Lovewell Blake Managing Partner and International Tax expert Kevin Bunting to talk about the UK as a destination for operations. What regulatory and taxation factors need to be considered when starting up or operating in the UK. Kevin runs through his top tips for global companies utilising the UK as a business environment.

#International #InternationalBusiness #Global #Tax #InternationalTax #InternationalTaxation #Podcast #BusinessPodcast #InternationalPodcast #TaxExpert #LB1858 

In this episode, James is re-joined by financial planning specialist Jon Matchett. Together Jon and James talk through key Inheritance Tax planning strategies from both a tax and financial planning perspective. This collaborative discussion opens up a broad range of action points for anyone concerned by leaving their estate with a large tax bill. 

#Tax #IHT #InheritanceTax #Inheritance #TaxPodcast #FinancialPlanning #Podcast #BusinessPodcast #LB1858 

James is joined by Financial Planning specialist Will Gaines to discuss the world of workplace pensions including the key things to consider if you are an employer or employee plus the growing market of provider switches who are after better value and performance for their staff pension provisions. 

#Podcast #FinancePodcast #BusinessPodcast #WorkplacePensions #Pensions #Pension #AutoEnrolment #PensionAdvice #PensionDiscussion #LB1858 

Cloud Accounting specialist Nathan Bowden joins James to talk over his recommendations for choosing the best cloud accounting provider and how to optimise your set up effectively. From small businesses being impacted by new MTD requirements to established organisations looking for an upgrade, Nathan covers his do’s and don’ts and provides handy tips to make everything run smoothly.

#CloudAccounting #Podcast #Digital #MTD #MakingTaxDigital #Tax #Accountancy #LB1858

Upcoming changes to UK Accounting Standards could have a big impact on the accounts of companies who lease assets. Sam Grimmer joins James to discuss how and when the updates are being introduced and the major impact these changes will have on business accounts and financial reporting. 

#FinancialReporting #Audit #Accounting #Accountant #Podcast #LB1858 

The things all international businesses need to consider when setting up and operating in the UK. James is joined by Lovewell Blake Senior Partner Simon Watson to talk through the compliance obligations and strategic planning opportunities when forming and operating companies in the UK.

#InternationalBusiness #BusinessInTheUK #Business #CompanyFormationUK #LB1858 

Time to Talk Day is all about braving the big conversations around mental health. In this episode of Summing Up, Nathan Bowden joins James Shipp to explore mental health, men’s wellbeing, and the responsibilities employers carry in supporting their teams.

#MentalHealth #TimeToTalk #Conversation #Wellbeing #MensMentalHealth #Podcast #OpenConversations #LB1858

Richard Keeler joins James to continue discussions around Dentists and business structures. This time they cover the purchase of a dental practice, the key considerations, what to look for in a target practice and when the fit might not be right.

#Dental #Dentist #DentalAccountant #Accountant #Tax #DentalSpecialist #Purchase #DentalPractice #Podcast #LB1858