Episodes

  • S3 Ep7: UK immigration law: options and considerations for HNW clients

    S3 Ep7: UK immigration law: options and considerations for HNW clients
    Jun 18 2024
    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 practical advice for those considering a move.
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    26 mins
  • S3 Ep6: Natural Capital and what it means in the world of Private Wealth

    S3 Ep6: Natural Capital and what it means in the world of Private Wealth
    Jun 4 2024
    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, environmental land management schemes, and nutrient neutrality whilst also assessing the immediate and future impact that natural capital projects will have on both landowners and tenants.
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    29 mins
  • S3 Ep5: Non-dom proposals: where are we now and where might we end up?

    S3 Ep5: Non-dom proposals: where are we now and where might we end up?
    May 14 2024
    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 trusts to the transition rules, this podcast covers everything you need to know about the proposals and when they might actually come into force. At the time of recording there are rumours that Labour may be making further announcements in the near future so please look out for a special update once we hear more!
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    25 mins
  • S3 Ep4: Inheritance tax: what is it? Part two – a deep dive into reliefs

    S3 Ep4: Inheritance tax: what is it? Part two – a deep dive into reliefs
    Mar 26 2024
    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.
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    22 mins
  • S3 Ep3: The Budget 2024: A new world for non-doms

    S3 Ep3: The Budget 2024: A new world for non-doms
    Mar 8 2024
    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.
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    21 mins
  • S3 Ep2: Inheritance tax: what is it? Part one – the basics and jargon 

    S3 Ep2: Inheritance tax: what is it? Part one – the basics and jargon 
    Feb 20 2024
    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.
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    24 mins
  • S3 Ep1: Residence & Domicile – what, why and how?

    S3 Ep1: Residence & Domicile – what, why and how?
    Feb 8 2024
    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.
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    19 mins
  • The Autumn Statement 2023 – Much Ado About Nothing for private clients?

    The Autumn Statement 2023 – Much Ado About Nothing for private clients?
    Nov 24 2023
    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 measures which were announced and what the absence of other major changes might mean going into 2024. 

    Please look out for more Death and Taxes podcasts from Guy Broadfield, Edward Hayes and Tim Williams throughout 2024 where they will focus on the tax policy choices in play ahead of the general election and their practical implications for clients, from the proposals to abolish the non-dom regime to any fundamental changes to inheritance tax. Don’t forget to subscribe to stay up to date with our latest episodes. 
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    18 mins