Death & Taxes - and everything in between!

In our fifth, and final episode of season 4, Guy Broadfield is joined by corporate and M&A partner Dominic Davis and director Julie Book to discuss the impact of the Budget on entrepreneurs and family businesses, highlighting what actions business owners should be taking and when.

In our fourth episode, Edward Hayes is joined by Emma Heelis-Adams to discuss the implications of the budget for non-doms and international individuals, offering up some practical advice on steps individuals can take and the timeline for these.

In our third episode Tim Williams and Tom Hewitt discuss the impact of the Budget on landowners, giving a quick overview of the key changes to APR and BPR, anti-forestalling rules and changes to CGT, whilst setting out what options are available for landowners looking to reduce their exposure and the caveats to be aware of.

In our second episode Tim Williams and Catherine de Maid break down the Autumn Budget 2024 and its impact on trustees and trust companies, looking at key changes to the non-dom regime, and the impact of the proposed changes to APR and BPR, while offering some insight into what they have been hearing and seeing since the Budget.

In our first episode Edward Hayes, Tim Williams, and John Barnett provide their thoughts and commentary on the Budget 2024, looking at key changes to CGT, IHT, BPR and APR and the non-dom reforms whilst flagging some particularly interesting aspects of the new rules which may have been missed.

In this episode of Death and Taxes (and everything in between), Edward Hayes (https://www.burges-salmon.com/our-people/Edward-Hayes) and Myra Leung (https://www.burges-salmon.com/our-people/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 ...

In this episode Tim Williams (https://www.burges-salmon.com/our-people/Tim-Williams) is joined by Kevin Kennedy (https://www.burges-salmon.com/our-people/Kevin-Kennedy) and Ross Simpson (https://www.burges-salmon.com/our-people/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...

In this episode, Guy Broadfield (https://www.burges-salmon.com/our-people/Guy-Broadfield) , Edward Hayes (https://www.burges-salmon.com/our-people/edward-hayes) and Helen MacLeod (https://www.burges-salmon.com/our-people/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...

In this episode, Tim Williams (https://info.burges-salmon.com/collect/click.aspx?u=WnNDS3pPQzlHaGNScGNqMjZNRi9rdG1UMytzY2RaMEFtUUwxSjhmS3ZGME1jU1dHUFNjaWZXM3Vla2RiWk0zMDRVby9nNVFtUWdwbmF6WTZLUmVMNFdGUFFpdmtVTnZpanFseTVRR3ptakE2MmJXREVwOGNQdz09&ch=5290dc48d224689d76b0b8fdad6fed874e6b8832) , Guy Broadfield (https://info.burges-salmon.com/collect/click.aspx?u=WnNDS3pPQzlHaGNScGNqMjZNRi9rdG1UMytzY2...

In this Spring Budget special episode,Tim Williams (https://www.burges-salmon.com/our-people/Tim-Williams) , Edward Hayes (https://www.burges-salmon.com/our-people/Edward-Hayes) and John Barnett (https://www.burges-salmon.com/our-people/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 impa...

In episode two of the new season, Sarah Carlyon (https://www.burges-salmon.com/our-people/Sarah-Carlyon) joins Tim Williams (https://www.burges-salmon.com/our-people/Tim-Williams) and Guy Broadfield (https://www.burges-salmon.com/our-people/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 intr...

In episode one Helen MacLeod (https://www.burges-salmon.com/our-people/Helen-MacLeod) joins Edward Hayes (https://www.burges-salmon.com/our-people/Edward-Hayes) and Tim Williams (https://www.burges-salmon.com/our-people/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 th...

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.

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.

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.

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.  

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.

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 partnership with the Institute for Family Busin...

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.

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.

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. 

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.

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 on purchase and disposal.

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.

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-fault divorce are to 2021

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, capital gains tax, cross-border estates, famil...