Shows
Private Wealth PodcastHow the new non-dom rules could impact your retirement plansThinking of retiring abroad? The latest changes to the UK's non-dom rules might be surprisingly good news for your financial planning. In this eye-opening discussion, our expert panel breaks down how the shift from domicile to residence-based taxation creates new opportunities for those considering an international retirement.Tax partner Alex Britton-Davis joins hosts Leonora Stevens and Mike Hodges to explain the revolutionary change in how inheritance tax will apply to British nationals retiring overseas. Gone are the vague, complicated domicile rules, replaced by a straightforward "long-term residence" test. The practical impact? After being non-UK resident for more...2025-07-2815 min
The Essential Tax PodcastCross-Border US-UK and 2025 Significant United Kingdom Tax Changes with Alexandra Britton-DavisThe Essential Tax Podcast with Mishkin Santa, Episode 18
In this episode of The Essential Tax Podcast, Mishkin Santa speaks with Alexandra Britton-Davis, partner at Saffery. Alex advises high-net-worth individuals, trustees, and family offices on their UK tax affairs, estate and succession planning. In particular, she focuses on advising UK-resident non-domiciled individuals and clients with multi-jurisdictional personal or business interests.
Tune in for these key takeaways:
New UK non-dom tax rules, including the FIG regime, which replaces the remittance basis, providing significant changes for new and existing UK residents
The FIG regime...2024-12-201h 01
Private Wealth PodcastDo you need a family office?A family office is a formal arrangement that involves a high-net-worth family being supported with a range of services, including legal, tax, accounting and concierge support. Whether or not you need a family office depends entirely on your financial, investment, and personal needs.In this episode, Leonora and Mike are joined by Alexandra Britton-Davis, a fellow partner at Saffery.As well as outlining how they’d interact with a family office as external advisers, they answer key questions, including:What is a family office and what services do they provide?Do you need a fa...2024-04-3016 minPrivate Wealth PodcastReturning to the UK - the tax implicationsIn 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/saf...2023-03-2116 minPrivate Wealth PodcastTax considerations when moving overseasIn 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: info@saffery.com 2023-01-1217 min