The IBSA Club Podcasts

Embark on a financial odyssey with the sage guidance of Dmitry Zapol, International Tax Advisor of IFS Consultants, as we unravel the intricacies of cross-border tax planning for US to UK movers. You're promised a treasure trove of strategies, from crafting clean capital to leveraging the non-dom rules. Dmitry's expertise shines as he dissects the optimal moments to arrange your tax affairs, the peculiarities of the UK's tax residency, and how foreign trusts are interpreted under British tax law. This session arms you with the knowledge to manage trust incomes and circumvent excessive taxation, ensuring that your transatlantic transition is as smooth as silk and financially sound.

Prepare to steer through the labyrinth of UK tax residency with precision, especially pertinent for those plotting to sell their enterprise and set sail for British shores. Our discourse navigates the momentous impact of tax years misalignment, the day count system, and the vital evidence required to confirm non-residency, shielding you from the prying eyes of tax authorities. Within this chapter, you'll gain insights into how to reside in the UK without falling into the tax resident net, and the intricacies of extending your permissible days. With Dmitry as our compass, we chart a course that helps you maintain your financial course without inadvertently inviting a tax tempest.

This podcast explores a fictitious case study centred around an entrepreneur’s ambition to develop a task management software company.  Click here to read the case study in full.

Dmitry will be examining this in greater detail at our upcoming conference in May.  Click here for full details of the conference and to book your ticket. 

Get ready to tackle the complexities of US tax law as you step off American soil! In this captivating episode, Roy Saunders join forces with tax maestro Adam Smith from Evelyn Partners to navigate the treacherous terrain of capital gains, trust income, and the dreaded PFIC rules. Whether you're a green card holder on the brink of departure or a US citizen eyeing a life abroad, we're unpacking a treasure trove of insights on the fiscal hurdles that could trip you up. From the sunny stretches of California to the broader federal landscape, our discussion is your trusted companion for a smooth financial transition.

As we steer through the murky waters of the 'exit tax' and dissect the peculiar 'step up in basis,' you'll discover just how the US tax net can ensnare your global movements. With anecdotes from my own odyssey and a keen look at foreign trusts and share options, this episode is brimming with the knowledge you need to safeguard your assets against unforeseen tax traps. And if that's not enough, Adam and Roy tease the upcoming IBSA annual conference where we'll further unravel the mysteries of foreign tax credits and more. Click here for full details of the conference and to book your ticket.  Don't miss out on the crucial strategies that could keep your financial ship sailing smoothly on international tides.

This podcast explores a fictitious case study centred around an entrepreneur’s ambition to develop a task management software company.  Click here to read the case study in full.

Join Roy Saunders (IFS), Philip Baker KC (UK Tax Barrister), Derren Joseph (US Tax Advisor), David Cooney and Rupert Morris (Partners at Walkers) on Thursday 25 January 2024 at Walkers, London EC3M 7AF in the last of our four morning workshops  on ‘Tax aspects of Offshore Trusts’ where we will be providing international tax and trust advice in respect of a fictitious case study centred around an entrepreneur’s ambition to develop a task management software company.

Embark on a riveting exploration of financial tightropes and corporate survival tactics with our esteemed guest, Vernon Dennis of Howard Kennedy. Together, we unravel the intricate tests that signal a company's financial health—the cash flow and balance sheet tests—as we share the story of Niklas and his venture, T-App UK Ltd . Through this episode, you're guaranteed to gain invaluable insights into the crucial moments when a director must pivot their focus to creditor interests, and the decisive actions that could rescue or sink a business like the Tasch task management software.

Navigating the murky waters of potential insolvency, we discuss the lifelines available, from Company Voluntary Arrangements to administration and even liquidation. Vernon imparts wisdom on the delicate art of valuing a distressed business and the transparency required to maintain integrity throughout these complex processes. Learn the nuances of pre-pack administrations, the strategic benefits of restructuring plans, and how to handle the sale of assets with the utmost fairness to all parties involved. This episode is an essential listen for leaders and entrepreneurs seeking to understand the responsibilities and options during the most challenging times of corporate restructuring and insolvency.

This podcast explores a fictitious case study centred around an entrepreneur’s ambition to develop a task management software company.  Click here to read the case study in full.

Vernon will be examining this in greater detail at our upcoming conference in May.  Click here for full details of the conference and to book your ticket. 

Unlock the secrets to defending your creative genius on the global stage with Roy Saunders, the visionary behind IBSA, and Catherine Jewell of Beck Greener. Our riveting exchange lays bare the essentials of international IP rights, from the intricacies of territorial laws to the bold strategies for securing your intellectual property as an entrepreneur with global aspirations. We traverse the legal labyrinths in multiple jurisdictions, facing head-on the challenges of asserting ownership and enforcement. This episode is a treasure trove of insight for those looking to fortify their IP arsenal in the competitive arena of cross-border business.

As we scrutinize the high-stakes case of T-App UK Ltd, on the verge of liquidation, and their partnership with a Ukrainian company, Catherine Jewell's expertise shines, demystifying contractual complexities around IP ownership and rights transfer. Discover the pivotal differences between commissioned work and joint development ventures, and grasp the full implications for your IP rights in such collaborations. Our discussion is an essential guide for entrepreneurs and advisors alike, who seek to navigate the IP minefield with confidence and emerge victorious in protecting their most valuable assets.

This podcast explores a fictitious case study centred around an entrepreneur’s ambition to develop a task management software company.  Click here to read the case study in full.

Catherine will be examining this in greater detail at our upcoming conference in May.  Click here for full details of the conference and to book your ticket. 

Embark on an enlightening journey through the transformed terrain of UK immigration with the astute guidance of immigration expert Liliya Scott. Our conversation peels back the layers of complexity for EU nationals seeking to navigate the post-Brexit landscape, offering a beacon of understanding in the otherwise murky waters of work permissions and visa categories. Entrepreneurs and their families, in particular, will find the insights on the Global Talent visa and its potential for paving a new life in the UK invaluable. Liliya also sheds light on the delicate intricacies involved in relocating a family, ensuring that every listener leaves equipped with knowledge to make informed decisions about their transatlantic leap.

Liliya's expertise doesn't stop at entrepreneurial aspirations; we also dissect the landscape for high-net-worth individuals, delving into the Innovator visa and what the end of certain visa categories means for future UK investments. With an eye to current global events, we offer special insights for Ukrainian nationals seeking refuge and the path to indefinite leave to remain in the UK. Whether you're a skilled worker aiming to bring your talents to British shores, or an individual planning your long-term residency, this episode is a treasure-trove of expertise, made even richer by the anticipation of more riveting discussions at the upcoming May conference. Join us for a session that promises not only to inform but to transform your understanding of the UK immigration process.

This podcast explores a fictitious case study centred around an entrepreneur’s ambition to develop a task management software company.  Click here to read the case study in full.

These issues will be examined in greater detail at our upcoming conference in May.  Click here for full details of the conference and to book your ticket.