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Brownlee Wealth Management

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EveryonecantriEveryonecantriSpecial Guest Malcolm Brown MBE, Performance Coach for Alistair and Jonny Brownlee | Episode 9We are so excited to be joined by Malcolm Brown MBE as the previous coach for Jonny and Alistair Brownlee. We talk about how it all began, the journey and much more! You do not want to this episode!Our Athlete of the week is Lance! We speak to him and find out how he finds Brownlee Fitness but also his journey in running!Got questions for us? please email to grace@brownleefitness.com or head over to socials and fill out our question form. 2025-07-281h 01EveryonecantriEveryonecantriBrownlee Fitness Philosophy & Jonny SupertriNew Season, New Name – We’re now Everyonecantri!We’re kicking off the season with a super relaxed vibe, chatting all things training, lifestyle, and answering your questions along the way.We’re also introducing a new segment: Athlete of the Week – and to kick things off, it’s none other than our very own Jonny Brownlee!We’d love to hear your thoughts, so don’t forget to share, tag us, and get involved!2025-04-1025 minThe Local PourThe Local PourEpisode 11 - Stories from PCB: Brownlee vs. CameronThings get a little wild when special guest Cameron joins the pour! Brownlee shares stories from his recent trip to Panama City Beach—only to have Cameron one-up him with a disaster story from his own PCB adventure. There’s plenty of back-and-forth banter, a bit of roasting (mostly aimed at Brownlee), and of course, the usual laughs and good vibes. Crack open a cold one and settle in—this episode’s got beach beef, bromance, and a bit of chaos.2025-04-0744 minFPO&G: Financial Planning for Oil & Gas ProfessionalsFPO&G: Financial Planning for Oil & Gas ProfessionalsCelebrating 100 Episodes! - Ep. 100In this episode, we celebrate 100 episodes by telling Brownlee Wealth Management's origin story, reflecting on our progress, and mapping out our plans for the future. For more information and show notes visit: https://www.bwmplanning.com/post/100Connect With Us:Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_cLinkedin - https://www.linkedin.com/company/brownlee-wealth-management/Disclosure: This information is for informational purposes only. Nothing discussed during this video should be interpreted as tax, legal, or investment advice. If you have questions pertaining to your specific situation...2025-04-0430 minThe Local PourThe Local PourEpisode 9 - March Madness Beer Bracket & Brownlee’s Big TripThis week on The Local Pour, we’re making history—our first video episode is here! We dive into Brownlee’s upcoming trip, but the real showdown is our March Madness Beer Bracket. Sixteen beers go head-to-head in a battle of taste, and only one can be crowned the champ. Grab a drink and join us for the madness!2025-03-2457 minThe LB Business BroadcastThe LB Business BroadcastLB Talking Points - Principles of Capital Gains Tax (CGT)Understanding Capital Gains Tax with Tom Foster🎙️ In this episode of Understanding Capital Gains Tax, Tom Foster, Tax Director at Lewis Brownlee, breaks down the key principles of Capital Gains Tax (CGT) in a clear and practical way. Whether you’re a business owner, investor, or simply someone looking to get a handle on your tax obligations, this episode will provide valuable insights to help you navigate the complexities of CGT.Tom explains:What CGT is and how it’s calculatedDeductions you can apply to reduce your liabilityExemptions and tax rates you need to k...2024-11-0405 minThe LB Business BroadcastThe LB Business BroadcastLB Talking Points - Streamlining Accounting in BusinessesStreamlining Your Business Accounting🎙️ In this episode of Streamlining Your Business Accounting, our Client Relationship Manager Jess shares practical tips on how to simplify and optimise your accounting processes. Whether you’re a small business owner or managing a growing company, we can walk you through easy-to-implement strategies to save time and reduce stress.From leveraging the power of cloud accounting tools like Xero to considering the benefits of outsourcing certain accounting tasks, this episode provides a clear roadmap to make your accounting more efficient and effective.What you’ll learn:2024-10-2802 minThe LB Business BroadcastThe LB Business BroadcastLB Talking Points - Spotlighting Xero Cloud Accounting SoftwareSpotlighting Xero Cloud Accountancy with Jayne Tressler🎙️ In this episode of Spotlighting Xero Cloud Accountancy, we’re joined by Associate Director Jayne Tressler to explore the powerful capabilities of Xero, the cloud-based accounting software that’s transforming how businesses manage their finances.Jayne breaks down what Xero is, how it can be a game-changer for businesses of all sizes, and dives into the basics of its app stacking features. From streamlining everyday tasks to improving financial oversight, learn how Xero’s ecosystem can help you optimise your business operations.What you’ll lear...2024-10-2102 minFPO&G: Financial Planning for Oil & Gas ProfessionalsFPO&G: Financial Planning for Oil & Gas ProfessionalsThe Case Against Private Equity: What Investors Need to Know About Risks, Rewards, and Realities - Ep. 88For more information and show notes visit: https://www.bwmplanning.com/post/88In this episode of Financial Planning for Oil and Gas Professionals, hosts Justin Brownlee and Jared Machen dive into the case against private equity. Private equity investments can be an enticing option for investors seeking higher returns, but they come with a distinct set of risks, fees, and liquidity challenges that warrant careful consideration. Here are some key points to keep in mind when evaluating private equity as part of your investment strategy:Unique RisksPrivate equity often involves investing in...2024-10-1830 minThe LB Business BroadcastThe LB Business BroadcastLB Talking Points - Top Tips for SMEs🎙️ Are you launching a new business or looking to sharpen your strategy? Join us on this episode of Top Tips for SMEs, where Daren Laidlaw, Head of Business Growth Services at Lewis Brownlee, sits down with Andrea Todorov, Head of Whiteley, to share practical insights every small business owner needs.Discover how to define your Unique Selling Proposition (USP), build brand awareness, create a robust business plan, and master budgeting and forecasting to secure sustainable growth. Whether you’re just starting out or navigating the next phase of your business journey, these expert tips are designed to help yo...2024-10-1406 minThe LB Business BroadcastThe LB Business BroadcastLB Talking Points - Business Property Relief with Melanie Welsh & Lewis PridgeonIn this episode, Lewis Brownlee's Associate Director Melanie Welsh (née Phillips) and Tax Compliance Manager Lewis Pridgeon explore the complexities of Business Property Relief (BPR), a vital tax relief for the farming and agricultural sectors.With recent changes in subsidies, tenancies, and upcoming consultations in 2024 around Inheritance Tax (IHT) and Capital Gains Tax (CGT), it's more important than ever to ensure your tax planning is up to date. Our experts dive into how BPR can reduce the value of business assets, such as property, machinery, and u...2024-10-0903 minThe LB Business BroadcastThe LB Business BroadcastLB Talking Points - Agricultural Property ReliefIn this episode, Melanie Welsh (née Phillips), Head of Lewis Brownlee's Midhurst and Associate Director, and Lewis Pridgeon, Tax Manager, provide an in-depth look at Agricultural Property Relief (APR). They discuss the importance of APR, how it benefits landowners and farmers, and the latest updates on qualifying assets. Whether you're involved in agriculture or managing rural estates, this episode is essential listening for understanding the complexities and opportunities surrounding APR.Thank you for tuning in to the Lewis Brownlee Podcast! If you enjoyed this episode, make s...2024-10-0705 minThe LB Business BroadcastThe LB Business BroadcastLB Talking Points - Tax and the AI RevolutionIn this episode, Andrea Todorov, Head of Whiteley, and Shaun Dodson, Tax Manager, dive deep into the evolution of tax legislation and practices, especially with the rise of Artificial Intelligence (AI). Join Andrea and Shaun as they explore how AI is transforming tax compliance, automation in tax planning, and the future of the profession. Whether you're a business owner, accountant, or just curious about the impact of technology on tax, this insightful conversation offers a glimpse into the future of taxation.Thank you for tuning in to the L...2024-10-0205 minThe LB Business BroadcastThe LB Business BroadcastLB Talking Points - Understanding the Profit & Loss in Management Accounts with Daren LaidlawJoin Daren Laidlaw, Lewis Brownlee's Head of Business Growth Services, as he dives into the essentials of Profit and Loss in Management Accounts. In this episode, Daren demystifies the components of P&L statements and explores how understanding this financial tool can empower business leaders to make informed decisions, drive growth, and manage financial health. Whether you're a seasoned business owner or new to management accounts, this podcast will provide valuable insights and practical advice to help you stay on top of your financials.Thank you for tuning in to the Lewis...2024-10-0103 minEveryonecantriEveryonecantriAlistair BrownleeWill catches up with Alistair Brownlee 2024-06-1034 minFPO&G: Financial Planning for Oil & Gas ProfessionalsFPO&G: Financial Planning for Oil & Gas ProfessionalsMeet Cari Lingle: The Newest BWM Team Member - Ep. 75For more information and show notes visit: https://bwmplanning.com/post/75This episode of FPOG features a Meet the Team segment with Cari Lingle, the newest member of Brownlee Wealth Management. Cari shares:Her background in financial analysis and educationHer transition to financial planningAnd her alignment with the firm's valuesShe brings a wealth of experience in financial analysis and education, and she's now transitioning into financial planning after completing her CFP education and passing the exam.Cari connected with Justin through their kids' school and found that her interests...2024-04-2632 minEveryonecantriEveryonecantriCatch up with Jonny BrownleeWill catches up with Jonny Brownlee 2024-01-2237 minEveryonecantriEveryonecantriPreparation in Training Plans with Adam DartDon't miss out on the opportunity to join us for an exciting new episode of the Brownlee Fitness Podcast! In this episode, we had the pleasure of chatting with Adam Dart, a remarkable member of the Brownlee Fitness Squad who recently earned the prestigious title of Duathlon World Champion. During our conversation, Adam shares invaluable details about his meticulous preparation and training strategies leading up to the race. Moreover, he offers brilliant insights into the thrilling experience of competing in the championship itself. Adam's down-to-earth and modest nature shines...2023-05-1242 minFPO&G: Financial Planning for Oil & Gas ProfessionalsFPO&G: Financial Planning for Oil & Gas ProfessionalsCelebrating 50 Episodes! Firm Update and What's AheadTo celebrate 50 podcast episodes, Justin and Jared provide an update on FPOG and Brownlee Wealth Management. They talk about what they've learned, the history of the firm, and what's on the horizon.For more information and show notes visit: https://bwmplanning.com/episode50Connect With Us:Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_cLinkedin - https://www.linkedin.com/company/brownlee-wealth-management/Disclosure: This information is for informational purposes only. Nothing discussed during this video should be interpreted as tax, legal, or investment advice. If you have...2023-05-0528 minFPO&G: Financial Planning for Oil & Gas ProfessionalsFPO&G: Financial Planning for Oil & Gas Professionals2022 Year End ReviewIn this episode, we discuss the market's performance for 2022. We discuss the biggest surprises, why we're bullish, and what the data looks like over a longer time period.For more information and show notes visit: https://bwmplanning.com/episode41Connect With Us:Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_cLinkedin - https://www.linkedin.com/company/brownlee-wealth-management/Disclosure: This information is for informational purposes only. Nothing discussed during this video should be interpreted as tax, legal, or investment advice. If you have questions pertaining to your...2022-12-3044 minFPO&G: Financial Planning for Oil & Gas ProfessionalsFPO&G: Financial Planning for Oil & Gas Professionals"I'm in my 50's and my employer is taking away benefits..."What should you do if you are in your 50s and your employer starts taking away benefits? In this episode, we discuss when you should leave, how to consider the trade-offs, and how post-employment consulting fits in. We also discuss the importance of avoiding tax penalties and thinking through planning opportunities if you decide to retire sooner than expected.For more information and show notes visit: https://bwmplanning.com/episode40Connect With Us:Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_cLinkedin - https://www.linkedin.com/company/brownlee-wealth-management/2022-12-1630 minFPO&G: Financial Planning for Oil & Gas ProfessionalsFPO&G: Financial Planning for Oil & Gas ProfessionalsYear-End Planning OpportunitiesIn this episode, we talk about what important financial planning strategies you should consider prior to year-end. We also discuss the importance of working with your CPA to ensure the plans executed are actually reflected on your tax return.For more information and show notes visit: https://bwmplanning.com/episode39Connect With Us:Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_cLinkedin - https://www.linkedin.com/company/brownlee-wealth-management/Disclosure: This information is for informational purposes only. Nothing discussed during this video should be interpreted as tax...2022-12-0229 minFPO&G: Financial Planning for Oil & Gas ProfessionalsFPO&G: Financial Planning for Oil & Gas ProfessionalsWhat Happens to Your Financial Plan When You're Gone?In this episode, we talk about what happens to your financial plan when you're gone. How do I ensure my financial plan continues and that my surviving spouse is taken care of? How do I set my family up for success?For more information and show notes visit: https://bwmplanning.com/episode38Connect With Us:Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_cLinkedin - https://www.linkedin.com/company/brownlee-wealth-management/Disclosure: This information is for informational purposes only. Nothing discussed during this video should be interpreted...2022-11-1836 minFPO&G: Financial Planning for Oil & Gas ProfessionalsFPO&G: Financial Planning for Oil & Gas ProfessionalsWhy Do Most Wealth Management Clients Overpay?In this episode, we talk about wealth management fees. Why is the average person overpaying? Why does the average person not even know what they're paying? (hint: Wall Street made it this way) We end the episode outlining the various options and costs available to investors.For more information and show notes visit: https://bwmplanning.com/episode37Connect With Us:Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_cLinkedin - https://www.linkedin.com/company/brownlee-wealth-management/Disclosure: This information is for informational purposes only. Nothing discussed during...2022-11-0431 minFPO&G: Financial Planning for Oil & Gas ProfessionalsFPO&G: Financial Planning for Oil & Gas ProfessionalsESG Investing with Rusty GilbertIn this episode, we talk to Rusty Gilbert about everything ESG investing. How much of a difference is it making vs. just being a new industry buzzword? How do you account for the variety of definitions domestically and internationally? Has ESG contributed to the energy instability we're seeing globally? How could it be improved?For more information and show notes visit: https://bwmplanning.com/episode36Connect With Us:Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_cLinkedin - https://www.linkedin.com/company/brownlee-wealth-management/Disclosure: This information...2022-10-2137 minFPO&G: Financial Planning for Oil & Gas ProfessionalsFPO&G: Financial Planning for Oil & Gas ProfessionalsMeet the Team: Nathan SteeleMeet our new associate financial planner, Nathan Steele. In this episode, we talk to Nathan to learn more about his background and career transition from natural gas scheduling to wealth management. For more information and show notes visit: https://bwmplanning.com/episode35Connect With Us:Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_cLinkedin - https://www.linkedin.com/company/brownlee-wealth-management/Disclosure: This information is for informational purposes only. Nothing discussed during this video should be interpreted as tax, legal, or investment advice. If you have questions...2022-10-0723 minFPO&G: Financial Planning for Oil & Gas ProfessionalsFPO&G: Financial Planning for Oil & Gas ProfessionalsThe Case For/Against Dave Ramsey with Blaine KillionIn the episode, we sit down with Blaine Killion to talk about all things Dave Ramsey. What do we think of his advice? Do we agree or disagree with his biggest ideas? Is it still applicable today? For more information and show notes visit: https://bwmplanning.com/episode34Connect With Us:Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_cLinkedin - https://www.linkedin.com/company/brownlee-wealth-management/Disclosure: This information is for informational purposes only. Nothing discussed during this video should be interpreted as tax, legal, or...2022-09-2332 minThe Wellness HubThe Wellness HubWhat does a pelvic health physical therapy evaluation look like?In this episode, Dr. Emily Brownlee, PT, DPT, CPPC discusses who may benefit from a pelvic health physical therapy evaluation and what it entails. Join us to hear about why this may improve those stubborn symptoms that nothing else has alleviated!2022-09-2252 minFPO&G: Financial Planning for Oil & Gas ProfessionalsFPO&G: Financial Planning for Oil & Gas ProfessionalsDIY InvestingWhat do we think about Do-It-Yourself Investing? In this episode, we discuss when DIY investing could make sense and the key ingredients to doing it successfully.For more information and show notes visit: https://bwmplanning.com/episode33Connect With Us:Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_cLinkedin - https://www.linkedin.com/company/brownlee-wealth-management/Disclosure: This information is for informational purposes only. Nothing discussed during this video should be interpreted as tax, legal, or investment advice. If you have questions pertaining to your specific situation...2022-09-0923 minFPO&G: Financial Planning for Oil & Gas ProfessionalsFPO&G: Financial Planning for Oil & Gas ProfessionalsInvesting and PoliticsAre investment returns impacted by who is in control in Washington? This podcast looks at the historical data on how presidents, congress, and election years affect the stock market.For more information and show notes visit: https://bwmplanning.com/episode32Connect With Us:Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_cLinkedin - https://www.linkedin.com/company/brownlee-wealth-management/Disclosure: This information is for informational purposes only. Nothing discussed during this video should be interpreted as tax, legal, or investment advice. If you have questions pertaining to...2022-08-2624 minThe Wellness HubThe Wellness HubCatching up with Dr. Emily Brownlee, PT, DPT, CPPCJoin us this week to catch up with Emily after having her first son! We discuss her journey of motherhood - the challenges and the blessings.2022-08-221h 20FPO&G: Financial Planning for Oil & Gas ProfessionalsFPO&G: Financial Planning for Oil & Gas ProfessionalsWhy Are High Income Millennials Broke?In this episode, we break down a Bloomberg article talking about people making at least $250K/yr. and living paycheck to paycheck. We also talk about when living paycheck to paycheck is a good thing, the inflation of lifestyle, and the private equitization of everything. For more information and show notes visit: https://bwmplanning.com/episode31Connect With Us:Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_cLinkedin - https://www.linkedin.com/company/brownlee-wealth-management/Disclosure: This information is for informational purposes only. Nothing discussed during this...2022-08-1251 minFPO&G: Financial Planning for Oil & Gas ProfessionalsFPO&G: Financial Planning for Oil & Gas ProfessionalsShort Term Rentals as an InvestmentIn this episode, Justin talks about short-term rentals as an investment opportunity. Real estate has made lots of millionaires, but how do short-term rentals compare to other types of real estate? What risks should you be aware of? Is real estate really a passive investment?For more information and show notes visit: https://bwmplanning.com/episode30Connect With Us:Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_cLinkedin - https://www.linkedin.com/company/brownlee-wealth-management/Disclosure: This information is for informational purposes only. Nothing discussed during this...2022-07-2916 minFPO&G: Financial Planning for Oil & Gas ProfessionalsFPO&G: Financial Planning for Oil & Gas ProfessionalsWhy Oil & Gas Makes Better InvestorsIn this episode, we unpack our theory on why we think that Oil and Gas professionals are above-average investors. The cyclicality of the profession and an understanding of a business's value and risks contextualize market volatility and confirm the importance of a long-term approach.For more information and show notes visit: https://bwmplanning.com/episode29Connect With Us:Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_cLinkedin - https://www.linkedin.com/company/brownlee-wealth-management/Disclosure: This information is for informational purposes only. Nothing discussed during this video...2022-07-1527 minFPO&G: Financial Planning for Oil & Gas ProfessionalsFPO&G: Financial Planning for Oil & Gas ProfessionalsThe Benefits of a Bear MarketIn this episode, we talk about bear markets. How often do they happen? Should you change your portfolio? Are there financial planning strategies that make MORE sense to execute during a bear market?For more information and show notes visit: https://bwmplanning.com/episode28Connect With Us:Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_cLinkedin - https://www.linkedin.com/company/brownlee-wealth-management/Disclosure: This information is for informational purposes only. Nothing discussed during this video should be interpreted as tax, legal, or investment advice. If you...2022-07-0121 minThe Wellness HubThe Wellness HubDr. Emily Brownlee - Mama Bear Fitness & Physical TherapyJoin us this week to meet Dr. Emily Brownlee and learn about pelvic floor physical therapy and pre/post-natal fitness coaching!2022-06-2057 minFPO&G: Financial Planning for Oil & Gas ProfessionalsFPO&G: Financial Planning for Oil & Gas ProfessionalsGenerational Financial Planning Part 2In this episode, we talk about how to make financial planning multi-generational. Is legacy planning more than an estate plan? What are things I can do in my life today to incorporate legacy planning into my plan? For more information and show notes visit: https://bwmplanning.com/episode27Connect With Us:Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_cLinkedin - https://www.linkedin.com/company/brownlee-wealth-management/Disclosure: This information is for informational purposes only. Nothing discussed during this video should be interpreted as tax, legal, or...2022-06-1733 minFPO&G: Financial Planning for Oil & Gas ProfessionalsFPO&G: Financial Planning for Oil & Gas ProfessionalsRoundtable with Will Sims & David McKellipsHow are Oil & Gas professionals thinking about the industry, risk management, retirement, and financial planning? In this episode, we sit down with Will Sims of Kosmos Energy and David McKellips of Williams to learn more about how this generation of oil and gas professionals are thinking about their professional and financial futures.For more information and show notes visit: https://bwmplanning.com/episode26Connect With Us:Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_cLinkedin - https://www.linkedin.com/company/brownlee-wealth-management/Disclosure: This information is for...2022-06-0340 minFPO&G: Financial Planning for Oil & Gas ProfessionalsFPO&G: Financial Planning for Oil & Gas ProfessionalsThe Case Against Dividend InvestingIn this episode, we talk about the case against dividend-focused investing. Why is it focusing on the wrong thing? Why dividends don't protect you in the long term? Why are dividends suboptimal from a tax perspective? For more information and show notes visit: https://bwmplanning.com/episode25Connect With Us:Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_cLinkedin - https://www.linkedin.com/company/brownlee-wealth-management/Disclosure: This information is for informational purposes only. Nothing discussed during this video should be interpreted as tax, legal, or investment...2022-05-2028 minFPO&G: Financial Planning for Oil & Gas ProfessionalsFPO&G: Financial Planning for Oil & Gas ProfessionalsRecreating a Paycheck in RetirementIn this episode, we talk about how to recreate a paycheck in retirement. How do you build a thoughtful strategy for decumulating an investment portfolio? Which account should I take assets from? What about estimated taxes?For more information and show notes visit: https://bwmplanning.com/episode24Connect With Us:Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_cLinkedin - https://www.linkedin.com/company/brownlee-wealth-management/Disclosure: This information is for informational purposes only. Nothing discussed during this video should be interpreted as tax, legal, or investment...2022-05-0628 minFPO&G: Financial Planning for Oil & Gas ProfessionalsFPO&G: Financial Planning for Oil & Gas ProfessionalsGenerational Financial PlanningIn this episode, we talk about how to make financial planning multi-generational. Is legacy planning for everyone? What is wealth? Why is "spending your last dollar on your last day" a terrible idea? How does generational financial planning change how you think about your time horizon?For more information and show notes visit: https://bwmplanning.com/episode23Connect With Us:Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_cLinkedin - https://www.linkedin.com/company/brownlee-wealth-management/Disclosure: This information is for informational purposes only. Nothing discussed during...2022-04-2233 minFPO&G: Financial Planning for Oil & Gas ProfessionalsFPO&G: Financial Planning for Oil & Gas ProfessionalsDeferred CompensationIn this episode we talk all about deferred compensation. How does deferred comp work and how does it fit into my financial plan? What planning opportunities are available? What common mistakes do people make with these plans?For more information and show notes visit: https://bwmplanning.com/episode22Connect With Us:Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_cLinkedin - https://www.linkedin.com/company/brownlee-wealth-management/Disclosure: This information is for informational purposes only. Nothing discussed during this video should be interpreted as tax, legal, or...2022-04-0837 minConnecting The DotsConnecting The DotsSpecial Announcement: salvationHi this is Joseph Brownlee and I just have a special request I like to ask my faithful listeners to do ok it will be explained on this show so please tune in when you get the chance its very important ok I love you all.2022-03-2705 minFPO&G: Financial Planning for Oil & Gas ProfessionalsFPO&G: Financial Planning for Oil & Gas ProfessionalsCharitable GivingIn this episode, we talk about the charitable giving and how it fits into a financial plan and a rich life. How does it impact taxes? How can you optimize charitable giving? When and what should you be giving?For more information and show notes visit: https://bwmplanning.com/episode21Connect With Us:Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_cLinkedin - https://www.linkedin.com/company/brownlee-wealth-management/Disclosure: This information is for informational purposes only. Nothing discussed during this video should be...2022-03-2527 minFPO&G: Financial Planning for Oil & Gas ProfessionalsFPO&G: Financial Planning for Oil & Gas ProfessionalsFinancial Planning Trends for Oil & GasIn this episode we talk about oil & gas compensation, the great migration of oil & gas talent to tech, and what it means for oil & gas going forward.For more information and show notes visit: https://bwmplanning.com/episode20Connect With Us:Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_cLinkedin - https://www.linkedin.com/company/brownlee-wealth-management/Disclosure: This information is for informational purposes only. Nothing discussed during this video should be interpreted as tax, legal, or investment advice. If you have questions pertaining to your specific...2022-03-1127 minFPO&G: Financial Planning for Oil & Gas ProfessionalsFPO&G: Financial Planning for Oil & Gas ProfessionalsMeet the Team: Jared MachenWhat do Elon Musk, USC football, and Honduras have in common? They’re all part of Jared’s unique story that eventually lead him to join Brownlee Wealth Management. For more information and show notes visit: https://bwmplanning.com/episode19Connect With Us:Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_cLinkedin - https://www.linkedin.com/company/brownlee-wealth-management/Disclosure: This information is for informational purposes only. Nothing discussed during this video should be interpreted as tax, legal, or investment advice. If you have questions pertaining to your...2022-02-2535 minBody of Christ Real TalkBody of Christ Real TalkEpisode 122 - Sunday's Special AnnouncementHi everyone this is Joseph Brownlee,God bless you all and may God's grace and peace keep you.i have a special bulletin I want to elert my listeners about so you may have heard about this or you have not but anyhow I want to report to you on whats really going on in Canada with this stand-off of the truckers against the Canadian government and police so stay tuned.because this can and will effect us going forward in someway,whether you are paying any attention or not.Become a supporter of this podcast: https://www...2022-02-2021 minFPO&G: Financial Planning for Oil & Gas ProfessionalsFPO&G: Financial Planning for Oil & Gas ProfessionalsETFs vs Mutual FundsIn this episode we compare and contrast ETFs and Mutual Funds. Is one better than the other? Is the ETF hype warranted? Which what are the benefits and tax consequences of each?For more information and show notes visit: https://bwmplanning.com/episode18Connect With Us:Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_cLinkedin - https://www.linkedin.com/company/brownlee-wealth-management/Disclosure: This information is for informational purposes only. Nothing discussed during this video should be interpreted as tax, legal, or investment advice. If you have...2022-02-1132 minFPO&G: Financial Planning for Oil & Gas ProfessionalsFPO&G: Financial Planning for Oil & Gas ProfessionalsMeet the Team: Justin BrownleeWhat do Kansas, cancer, and campus ministry have in common? They’re all part of Justin’s unique story that eventually lead him to found Brownlee Wealth Management. In this episode, we learn more about him and how our firm came to beFor more information and show notes visit: https://bwmplanning.com/episode17Connect With Us:Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_cLinkedin - https://www.linkedin.com/company/brownlee-wealth-management/Disclosure: This information is for informational purposes only. Nothing discussed during this video should be i...2022-01-2844 minFPO&G: Financial Planning for Oil & Gas ProfessionalsFPO&G: Financial Planning for Oil & Gas ProfessionalsLightning Pod: I Bonds, Emergency Funds, and Disability InsuranceIn this episode, we’re trying something new and doing a lightning pod where we cover several different topics in bite-sized chunks. In this episode, we talk about what we think about I bonds, how much should be in an emergency fund, and why disability insurance is so underrated and importantFor more information and show notes visit: https://bwmplanning.com/episode16Connect With Us:Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_cLinkedin - https://www.linkedin.com/company/brownlee-wealth-management/Disclosure: This information is for informational pu...2022-01-1435 minFPO&G: Financial Planning for Oil & Gas ProfessionalsFPO&G: Financial Planning for Oil & Gas ProfessionalsThe Case Against Roth Conversions?While we're big proponents of Roth conversions, we wanted to review a white paper that outlined the case AGAINST Roth conversions to learn, challenge our thinking, and see where we agree/disagree. Tune it to hear what we think of the paper and wether or not it changes how we think abut Roth conversions.For more information and show notes visit: https://bwmplanning.com/episode15Connect With Us:Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_cLinkedin - https://www.linkedin.com/company/brownlee-wealth-management/Disclosure: This information...2021-12-2447 minFPO&G: Financial Planning for Oil & Gas ProfessionalsFPO&G: Financial Planning for Oil & Gas ProfessionalsConcentrated Stock PositionsIn this episode we talk about managing concentrated stock positions. How much of a single companies stock is too much? How does Restricted Stock Units and equity compensation impact my approach? What are some tactical strategies for trimming a position once it's grown beyond your target amount?For more information and show notes visit: https://bwmplanning.com/episode14Connect With Us:Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_cLinkedin - https://www.linkedin.com/company/brownlee-wealth-management/Disclosure: This information is for informational purposes only. Nothing discussed...2021-12-1050 minFPO&G: Financial Planning for Oil & Gas ProfessionalsFPO&G: Financial Planning for Oil & Gas ProfessionalsLife InsuranceIn this episode we talk about the in-and-outs of life insurance for Oil & Gas professionals. What are you solving for? How much coverage do you need? What type of life insurance should I consider? How do I know when I am self insured?For more information and show notes visit: https://bwmplanning.com/episode13Connect With Us:Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_cLinkedin - https://www.linkedin.com/company/brownlee-wealth-management/Disclosure: This information is for informational purposes only. Nothing discussed during this video should...2021-11-2646 minFPO&G: Financial Planning for Oil & Gas ProfessionalsFPO&G: Financial Planning for Oil & Gas ProfessionalsMistakes to Avoid When Hiring an AdvisorIn this episode we discuss the most common mistakes we see people make when hiring an advisor. We discuss why hiring an advisor who answers your questions isn't enough, the multiple advisor diversification fallacy, how to determine who the hero of the relationship is, and delineating cost from value.For more information and show notes visit: https://bwmplanning.com/episode12Connect With Us:Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_cLinkedin - https://www.linkedin.com/company/brownlee-wealth-management/Disclosure: This information is for...2021-11-1236 minFPO&G: Financial Planning for Oil & Gas ProfessionalsFPO&G: Financial Planning for Oil & Gas ProfessionalsLiving Off of Your Investments: Strategies to Maximize Retirement IncomeHow do you use investment assets to produce the income needed for retirement? How much money do you need to be financially free? How much can you take from retirement portfolio every year? In this episode we dive into all the intricacies of using your investment portfolio for retirement living.For more information and show notes visit: https://bwmplanning.com/episode11Connect With Us:Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_cLinkedin - https://www.linkedin.com/company/brownlee-wealth-management/Disclosure: This information is for informational purposes...2021-10-291h 03FPO&G: Financial Planning for Oil & Gas ProfessionalsFPO&G: Financial Planning for Oil & Gas ProfessionalsMarket TimingIn this episode we discuss what timing the market is and why it's nearly impossible to do. We cover everything from historical market returns, behavioral finance, to current valuations. This episode illustrates the importance of remaining invested and "time diversified".For more information and show notes visit: https://bwmplanning.com/episode10Connect With Us:Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_cLinkedin - https://www.linkedin.com/company/brownlee-wealth-management/Disclosure: This information is for informational purposes only. Nothing discussed during...2021-10-1529 minFPO&G: Financial Planning for Oil & Gas ProfessionalsFPO&G: Financial Planning for Oil & Gas ProfessionalsNew Tax Proposal: American Families PlanANOTHER new piece of tax legislation has been proposed. While nothing is set in stone, it's really important to see what tax changes may be on the horizon. Changes to capital gains rates, income taxes rates, and the potential death of the backdoor Roth IRA are all on the table. Learn more about what is in legislators crosshairs and what you can do to begin planning for potential tax changes.For more information and show notes visit: https://bwmplanning.com/episode9Connect With Us:Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py...2021-10-0131 minFPO&G: Financial Planning for Oil & Gas ProfessionalsFPO&G: Financial Planning for Oil & Gas ProfessionalsAlternative InvestmentsWhere do cryptocurrency, hedge funds, private equity, real estate, and other alternative investments fit into an investment portfolio? In this episode, we have a discussion on how alternative investments can be incorporated into an investment strategy.For more information and show notes visit: https://bwmplanning.com/episode8Connect With Us:Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_cLinkedin - https://www.linkedin.com/company/brownlee-wealth-management/Disclosure: This information is for informational purposes only. Nothing discussed during this video should be interpreted as tax, legal, or investment...2021-09-1741 minImpactful Experiences with Sierra Tai-BrownleeImpactful Experiences with Sierra Tai-BrownleeHow This Podcast Started, Cycling, and Careers & Passions with Lauren BrownleeLauren Brownlee, avid cycler (who recently completed the 2,700 Tour Divide bikepacking race), van life resident, and traveler, discusses her impactful experience working in optical engineering. Lauren dives into her time at a large defense company, obtaining her Master’s Degree to further her career, and why she decided to leave this company. Throughout the podcast Lauren shares her thoughts on work and passions, future goals, and life advice. Tune in to hear about Lauren’s selfie ritual, pursuing what makes you happy, and thinking about what matters. Check out the Impactful Experiences merch! https://www.redb...2021-09-1319 minFPO&G: Financial Planning for Oil & Gas ProfessionalsFPO&G: Financial Planning for Oil & Gas ProfessionalsCollege Funding & PlanningIn this episode, we have a discussion on planning for and funding college expenses. College is a disproportionally large expense and often a highly emotional decision. So, having firm convictions around paying for college is critical to financial success. Learn more about what we think about the value of college, the vehicles used to fund college (like 529's), and some planning strategies.For more information and show notes visit: https://bwmplanning.com/episode7Connect With Us:Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_cLinkedin - https://www.linkedin...2021-09-0329 minFPO&G: Financial Planning for Oil & Gas ProfessionalsFPO&G: Financial Planning for Oil & Gas ProfessionalsRetiring Early from O&GInspired by our conversation last episode with Alan Killion, we have a freeform discussion for Retiring Early from the Oil and Gas Industry. How much earlier can you retire if you plan to consult or work part-time?  When do you have the assets to retire? What planning considerations are there in your final years of employment and first years of retirement? Learn more about the various ways we are seeing people retire early and what what we are helping them think through.For more information and show notes visit: https://bwmplanning.com/episode62021-08-2029 minFPO&G: Financial Planning for Oil & Gas ProfessionalsFPO&G: Financial Planning for Oil & Gas ProfessionalsLife after O&G (featuring Alan Killion)In this episode of FPOG we visit with Alan Killion to discuss his career in oil and gas, as well as, what's next for his career as a consultant. This podcast is a must listen for anyone in O&G nearing retirement or contemplating an encore career in consulting. For more information and show notes visit: https://bwmplanning.com/episode5Connect With Us:Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_cLinkedin - https://www.linkedin.com/company/brownlee-wealth-management/Disclosure: This information is for informational purposes only...2021-08-0636 minFPO&G: Financial Planning for Oil & Gas ProfessionalsFPO&G: Financial Planning for Oil & Gas ProfessionalsOur Investment ManifestoWhile investment decisions are personal, there should be some core convictions that remain true regardless of how aggressive or conservative you are as an investor. In this episode, we talk about our investment manifesto, the guiding principles that inform how we invest.For more information and show notes visit: https://bwmplanning.com/episode4Connect With Us:Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_cLinkedin - https://www.linkedin.com/company/brownlee-wealth-management/Disclosure: This information is for informational purposes only. Nothing discussed during this video should be...2021-07-2350 minFPO&G: Financial Planning for Oil & Gas ProfessionalsFPO&G: Financial Planning for Oil & Gas ProfessionalsInvestment Fees and PrecautionsMany types of investment fees slowly eat away at your retirement accounts! Do you know what kinds of fees an advisor charges or how much you're paying? Today, we talk through the different advisor fee types, why it matters, and how to discern when the value provided outweighs the fee paid. For more information and show notes visit: https://bwmplanning.com/episode3Connect With Us:Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_cLinkedin - https://www.linkedin.com/company/brownlee-wealth-management/Disclosure: This information is for informational p...2021-07-0936 minFPO&G: Financial Planning for Oil & Gas ProfessionalsFPO&G: Financial Planning for Oil & Gas ProfessionalsNet Unrealized Appreciation (NUA)NUA decisions sit at an intersection of a big opportunity, huge possible consequences, and conflicting information. When considering what to do with company stock in you 401K plan, make sure to contact a professional to weigh options. In this episode, we go over the when, what, and how of NUAs.For more information and show notes visit: https://bwmplanning.com/episode2Learn More & Subscribe: BrownleeWealthManagement.comConnect With Us:Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_cLinkedin - https://www.linkedin.com/company/brownlee-wealth-management/2021-07-0930 minThe Backroom of PoliticsThe Backroom of PoliticsWelcome to The Backroom of PoliticsThe Backroom of Politics is an insight into the discussions that lead to policy-making in New Zealand, hosted by Hon Gerry Brownlee MP. 2021-07-0800 minThe LB Business BroadcastThe LB Business BroadcastLB Talking Points - Making Tax Digital for LandlordsIn this LB Talking Points video, our Client Relationship Manager Amber Naughton and Tax Adviser Steven Cameron, discuss Making Tax Digital for Landlords, and how the rules will affect their current accounting practices plus the benefits this could have for their property business. Self-employed businesses and landlords with annual business or property income above £10,000 will need to follow the rules for MTD for Income Tax from their next accounting period starting on or after 6 April 2023.MTD is a key part of the Government’s plan to move to a fully digitalised tax system, with HMRC hav...2021-07-0214 minFPO&G: Financial Planning for Oil & Gas ProfessionalsFPO&G: Financial Planning for Oil & Gas ProfessionalsWhy O&G Financial Planning is UniqueFinancial Planning for Oil and Gas Professionals is unique in several distinct ways. What opportunities, intricacies, and considerations make financial planning for Oil and Gas Professionals so unique? Between, concentrated stock positions, potential NUA opportunities, change of control packages, there's a lot to unpack. For more information and show notes visit: https://bwmplanning.com/episode1Connect With Us:Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_cLinkedin - https://www.linkedin.com/company/brownlee-wealth-management/Disclosure: This information is for informational purposes only. Nothing discussed during this video...2021-06-2526 minFPO&G: Financial Planning for Oil & Gas ProfessionalsFPO&G: Financial Planning for Oil & Gas ProfessionalsWelcome to Financial Planning for Oil & Gas ProfessionalsProviding financial planning strategies for Oil & Gas professionals. Justin and Jared talk through ideas to optimize investments, lower future taxes, and grow your wealth, if you work at or retire from a large oil or gas company. Justin Brownlee and Jared Machen are CERTIFIED FINANCIAL PLANNER™ professionals with Brownlee Wealth Management, a fee-only firm that is dedicated to those in the Oil & Gas profession. Learn more and subscribe today at brownleewealthmanagement.com2021-06-1401 minThe LB Business BroadcastThe LB Business BroadcastLB Talking Points - Making Tax Digital & Digital LinksIn this LB Talking Points video, our VAT Compliance Manager Yvonne Collings and Cloud Accounting Specialist Andy Kemp, discuss the Digital Links aspect of Making Tax Digital, and how moving to a cloud accounting system could benefit your business. Making Tax Digital (MTD) was brought in back in April 2019 for VAT registered businesses with a turnover above the VAT registration threshold (currently £85,000). All VAT-registered businesses trading at or above the VAT registration threshold have been required to keep digital records and submit their VAT returns via software that can directly link to HMRC.For periods s...2021-06-0317 minThe LB Business BroadcastThe LB Business BroadcastLB Talking Points - Employee Benefits and forms P11D & P11D(b)Jayne Tressler (Business Services Group Manager) and Lewis Pridgeon (Tax Compliance Manager) are discussing some of the key aspects of employee benefits.A benefit-in-kind is any benefit that an employee or director receives from their company which is not included in the individual’s payslip. Sometimes people refer to these as ‘perks’ or ‘fringe benefits’ and contrary to popular belief, these are not all ‘tax-free freebies’, sadly.The main objective of these forms are to prevent employees receiving remuneration for services provided and avoiding employment taxes. It covers expenses and benefits provided to employees, anything of value provi...2021-06-0212 minThe LB Business BroadcastThe LB Business BroadcastLB Talking Points - Help To Grow Your Business SchemeOur Managing Director Sarah Alexander discusses the new Help to Grow programme from the government. The programme is now open for registrations and will launch in June, with the aim of helping small and medium sized businesses across the UK learn new skills, reach new customers and improve profits. • The Help to Grow Management scheme offers small businesses a 12 week programme delivered by leading business schools across the UK, accredited by the Small Business Charter.• The Help to Grow Digital Scheme will enable small businesses to get free impartial advice on how technology can...2021-05-2109 minThe LB Business BroadcastThe LB Business BroadcastLB Talking Points - Making Tax Digital for Self-AssessmentHere our MD Sarah Alexander and Head of our Midhurst office Melanie Phillips provide an overview of the upcoming changes to self-assessment, namely Making Tax Digital for self-assessment which will apply from 6 April 2023. The changes mean that you will need to keep digital records of all your business income and expenses when it comes from self employment and propertyMaking Tax Digital is a key part of the Government’s plans to make it easier for individuals and business to get their tax right and keep on top of their financial affairs.  It is a fun...2021-05-1819 minThe LB Business BroadcastThe LB Business BroadcastLB Talking Points - Shareholder AgreementsIn our latest video, our MD Sarah Alexander focuses on the subject of Shareholders Agreements!A shareholders’ agreement is entered into between all or some of the shareholders in a company. It regulates the relationship between the shareholders, the management of the company, ownership of the shares and the protection of the shareholders. They also govern the way in which the company is run. A properly drawn up and comprehensive agreement can protect minority interests, clarify who makes decisions, empowers all participants, acts as a record of agreement, can help keep your affairs more private an...2021-05-1807 minThe LB Business BroadcastThe LB Business BroadcastLB Talking Points - IR35 (Off Payroll Working)Changes to off-payroll working (IR35) were due to be introduced in 2020, but were delayed by 12 months. The changes to the IR35 rules will now be implemented from 6 April 2021.In our latest LB Talking Points webinar, our Business Services Director Christine Deacon and Client Relationship Manager Jess Morris, discuss what IR35 is, who it will affect, how it may affect them, plus other points to note on off-payroll working.Many medium or large-sized non-public sector organisations are taking a precautionary approach, and have determined that all contractors are caught by IR35 and the new regulations, therefore...2021-05-1108 minThe LB Business BroadcastThe LB Business BroadcastLB Talking Points - Domestic Reverse ChargeIn this LB Talking Points instalment, Our Managing Director Sarah Alexander and our Head of Audit and Assurance Sam Ede, discuss the Domestic Reverse Charge (DRC) for construction services. Back in 2019 changes to the way the construction industry accounts for VAT were announced. The domestic reverse charge mechanism was originally planned to come into effect on 1 October 2019 but was delayed until 1 October 2020 due to Brexit. This date was further pushed back due to Covid-19 and is now due to be implemented from 1 March 2021.Here we look at what the DRC is, who it will affect...2021-05-1114 minConnecting The DotsConnecting The DotsJoseph Brownlee:who am l a Short history about MyselfIn this short segment i will be presenting a Short quick history about myself so you all can have some kind of idea of who your listening to.2021-05-0812 minThe LB Business BroadcastThe LB Business BroadcastThe LB Weekly Roundup - 30 April 2021This will be the last roundup webinar in this format, going forward we will be doing short videos focusing on key topics. These can then be watched in your own time and you can focus on the key subjects that are relevant to you. Don't forget to subscribe to our YouTube channel to see our updates - https://lblink.uk/YouTubeChannel________________________________________Today's webinar focuses on helping businesses to get back on their feet!Earlier this month the government launched its new Recovery Loan Scheme. Here’s a five things to kn...2021-04-3018 minThe LB Business BroadcastThe LB Business BroadcastThe LB Weekly Roundup - 23 April 2021The focus of today's webinar was around the fourth SEISS grant and a reminder on VAT deferral!________________________________________The fourth SEISS grant is now open to claimants and covers the period from 1 February 2021 to 30 April 2021. Who can claim? • If your 2019/2020 tax return was submitted on or before 2 March 2021• If you've traded in both tax years 2019/20 and 2020/21You must be trading but impacted by reduced demand OR was trading but temporarily unable to do soYou must declare that you intend to continue to trade and you reasonably believe there will be a s...2021-04-2324 minThe LB Business BroadcastThe LB Business BroadcastThe LB Weekly Roundup - 9 April 2021The focus of today's webinar was around planning your cashflow, government COVID support and what grants are available to businesses. Please see the details below...________________________________________The government has updated its webpage on Financial support for businesses during coronavirus (COVID-19) - https://www.gov.uk/government/collections/financial-support-for-businesses-during-coronavirus-covid-19The Recovery Loan Scheme has opened this week and the BBL and CBILS loans have closed - https://www.gov.uk/government/news/recovery-loan-scheme-launches-todayCash flow and business planning in these uncertain times may appear difficult but there are some practical steps you can take to...2021-04-2128 minThe LB Business BroadcastThe LB Business BroadcastThe LB Weekly Roundup - 26 March 2021Here is the latest instalment of The LB Weekly Roundup!This week our Managing Director Sarah Alexander discusses Year End Tax Planning and Payroll, IR35, the Job Retention Scheme, plus much more...--------------------------------------------------------As we head towards April now is the time to think about pre-tax year planning, doing the year end administration and filing the necessary forms to HMRC.Tax Planning Webinar - http://LBLink.uk/LBTP_PYETP Tax Planning PDF Guide - https://www.lewisbrownlee.co.uk/tax-planning-tips-2021It is time to look at the end of year payroll tasks f...2021-03-2616 minThe LB Business BroadcastThe LB Business BroadcastThe LB Weekly Roundup - 19 March 2021The focus of today's webinar was around the grants that can be claimed by businesses. Please see the details below...********************************************Closed Businesses Lockdown Payment - 31 March 2021 DEADLINESupports businesses that have been required to close due to the national lockdown that began 5 January 2021. Eligible businesses may be entitled to a one-off cash grant of up to £9,000 from their local councilSee: https://rebrand.ly/4tttdf2-LB Local Restrictions Support Grant (for closed businesses) - 31 March 2021 (and 31 May) DEADLINEThis is for businesses that have been required to cl...2021-03-2319 minThe LB Business BroadcastThe LB Business BroadcastThe LB Weekly Roundup - 12 March 2021Key Points and Budget Highlights:‣ No changes to income tax, national insurance, or VAT rates; but as income is expected to rise, more people pay tax or go into the higher rates. ‣ Corporation tax (CT) rates to increase to 25% on profits over £250,000 from April 2023; CT rate at 19% remains for smaller companies with profits under £50,000. Taper relief on CT for profits between the two levels. ‣ Super-deduction for investment in new equipment; from 1 April 130% tax relief for companies only.‣ Three year carry back of trading losses – See: https://www.gov.uk/government/publications/extended-loss...2021-03-1235 minThe LB Business BroadcastThe LB Business BroadcastThe LB Weekly Roundup - BUDGET SPECIAL - 5 March 2021In this webinar, our Managing Director Sarah Alexander and Tax Director Tom Foster discuss the key announcements from the Chancellor's Budget on Wednesday 3rd March!MAIN PROPOSALSTax measures include:› Super-deduction for companies investing in new plant and machinery› Time extension of the temporary increase to the SDLT nil rate band for residential property in England and Northern Ireland› Extension to the temporary 5% reduced rate of VAT for certain supplies› Temporary increase in the carry-back period for business losses › Increased rate of corporation tax from 2023.Other measures include:› New m...2021-03-1246 minThe LB Business BroadcastThe LB Business BroadcastThe LB Weekly Roundup - 26 February 2021Key points from today's Weekly Roundup webinar:With 6 weeks to go until the end of the Tax Year, it is time to make the most of your tax allowances this year.  Our Tax Director Tom Foster and Senior Tax Adviser Shaun Dodson have recorded a webinar on this, plus we have also prepared a pdf guide for tax planning.- Tax Planning Webinar - http://LBLink.uk/LBTP_PYETP​- Tax Planning PDF Guide - http://LBLink.uk/TaxPlanningTips21​Small and medium-sized UK businesses needing support on customs duties and VAT will be able to apply to th...2021-02-2635 minThe LB Business BroadcastThe LB Business BroadcastThe LB Weekly Roundup - 12 February 2021This week our Managing Director Sarah Alexander discusses Tax Planning, Brexit, Claim and name, VAT deferral payment scheme plus so much more...KEY POINTS/LINKS:Brexit  - Key DatesApril – the movement of goods rules for products of animal origin come into force;June – the settlement scheme registration process for people from the EU to remain in the UK ends;July – new border controls will come into force after the six-month grace period and customs declarations will become permanent.The VAT deferral payment scheme will be open from 23 February up to and including 21 June 2021. Full details...2021-02-2331 minThe LB Business BroadcastThe LB Business BroadcastThe LB Weekly Roundup - 5 February 2021This week our Managing Director Sarah Alexander discusses ICO fees, Postponed VAT Accounting, the Job Retention Scheme, plus much more...KEY POINTS/LINKS:ICO - The Data Protection (Charges and Information) Regulations 2018 requires every organisation that processes personal information to pay a fee to the Information Commissioner’s Office (ICO), unless they are exempt. Failure to do so will result in a fixed penalty, so if you do receive a letter from ICO, please do not ignore it. Brexit  - Many businesses have encountered confusion around the ‘Rule of origin’. The rule means that any goods arriving...2021-02-0528 minThe LB Business BroadcastThe LB Business BroadcastThe LB Weekly Roundup - 29 January 2021Here is the latest instalment of The LB Weekly Roundup! This week our Managing Director Sarah Alexander discusses the Self-Assessment deadline, Off payroll working (IR35) from April 2021, Grants for traineeships and other updates and information! Please see the key points and dates from the session below. Key points from the session:Thank you and well done the the Lewis Brownlee team for their hard work during this busy season!HMRC have said HM Revenue & Customs (HMRC) has announced that it will waive fines for self-assessments that miss the 31 January deadline, as long as they ar...2021-01-2917 minThe LB Business BroadcastThe LB Business BroadcastThe LB Weekly Roundup - 22 January 2021Here is the latest instalment of The LB Weekly Roundup, where we aim to help support our clients as best we can. We will continue to do a weekly webinar to keep you up to date with any changes and provide as much support as we can. • Good news for Hospitality and other businesses who were forced to close in the first lockdown. The Supreme Court ruled that insurers should pay business interruption claims, and will provide guidance on the claim adjustment process and it is hoped that this will progress quickly. See: https://www.supremecourt.uk/cas...2021-01-2623 minThe LB Business BroadcastThe LB Business BroadcastThe LB Weekly Roundup - 15 January 2021Lewis Brownlee are here to help support our clients as best we can. We will be doing a weekly webinar to keep you up to date with any changes and provide as much support as we can. For our First Weekly Roundup, our Managing Director Sarah Alexander discusses relevant deadlines for Furlough, Self-Employed Grants and other local council resources and grants that are available to businesses. KEY POINTS:- Everyone should review the Chichester District Council to see if there are any grants you can claim for if your business has been affected by...2021-01-2622 minWaveform: The MKBHD PodcastWaveform: The MKBHD PodcastIntroducing: Waveform with Marques BrownleeWaveform with Marques Brownlee, coming soon!From the mind of Marques Brownlee, better known as MKBHD, comes Waveform, a tech podcast for the gadget lovers and tech heads. MKBHD has made a name for himself on Youtube reviewing everything from Apple iPhones, Samsung Galaxys, the newest laptops, digital cameras and even Tesla electric cars. Pulling from over 10 years of experience covering the tech industry, MKBHD will keep you informed and entertained as he takes a deep dive into how the tech industry keeps evolving and what deserves to get your hard earned cash. New episodes every other...2019-07-3100 minThe LB Business BroadcastThe LB Business BroadcastBYB 6 - Backlinks, Yoast and Google Search ConsolePart 6 of 7 from our Building Your Brand seminar.Whenever a business or entrepreneur is trying to improve their SEO it is important to consider who links to your website.  Obviously, the more high-quality unique content you write, the more chance you have of obtaining lots of high-quality back-links.  We also look at Yoast to help you with all your SEO requirements and also how to notify Google of the changes to your site.Download the slides here: https://www.lbforms.co.uk/BYB_Slides.pdfThank you for tuning in to the Le...2019-07-1506 minThe LB Business BroadcastThe LB Business BroadcastBYB 5 - Images, alt-tags and website speedPart 5 of 7 from our Building Your Brand seminar.In the world of Gen 'Z' and millennials speed really does matter.  We discuss how to optimise your businesses images, alt-tags and website speed for optimal SEO.Download the slides here: https://www.lbforms.co.uk/BYB_Slides.pdfThank you for tuning in to the Lewis Brownlee Podcast! If you enjoyed this episode, make sure to subscribe and leave a review to stay updated on our latest insights and discussions. To learn more about our services, visit us at w...2019-07-1505 minThe LB Business BroadcastThe LB Business BroadcastBYB 4 - Grammar... why does Google care?Part 4 of 7 from our Building Your Brand seminar.In this episode, we focus on grammar, regularity, and metadata for Search Engine Optimisation (SEO).  If you want your business to start ranking on Google then you need to really focus on writing good, solid content on a regular basis.  Never buy content as duplicate content is a very bad thing in the world of SEO.Download the slides here: https://www.lbforms.co.uk/BYB_Slides.pdfThank you for tuning in to the Lewis Brownlee Podcast! If you enjoyed th...2019-07-1505 minThe LB Business BroadcastThe LB Business BroadcastBYB 7 - Search Engine Marketing (SEM) and Pay Per Click (PPC)Part 7 of 7 from our Building Your Brand seminar.Why would you pay to appear in Google?!  The answer is simple, to get more customers.  It also works with LinkedIn and Twitter.  In this episode, we look at when you may choose to use a PPC campaign alongside your SEO to help your business grow.Download the slides here: https://www.lbforms.co.uk/BYB_Slides.pdfThank you for tuning in to the Lewis Brownlee Podcast! If you enjoyed this episode, make sure to subscribe and leave a review to...2019-07-1507 minThe LB Business BroadcastThe LB Business BroadcastBYB 1 - Why are brands important to small businesses?BUILDING YOUR BRAND: Part 1 of 7 from our Building Your Brand seminar.We recently held a seminar for entrepreneurs, businesses owners and start-ups where we spoke about the importance of Building Your Brand.  We covered everything from why you need a brand through to protecting it.  We also covered Search Engine Optimisation (SEO), Search Engine Marketing (SEM) and Social Media Marketing (SMM).As a firm of accountants, people wonder why we give such talks.  The truth is that we are more than your average accountant.  We are business advisers and specialists helping people like you grow your...2019-07-1507 minThe LB Business BroadcastThe LB Business BroadcastBYB 2 - Types of marketing for businesses and start-upsPart 2 of 7 from our Building Your Brand seminar.We review the different types of marketing available for small businesses, entrepreneurs and start-ups.  We discuss the differences between Single channel, Multi-channel and Omni-channel marketing.Download the slides here: https://www.lbforms.co.uk/BYB_Slides.pdfThank you for tuning in to the Lewis Brownlee Podcast! If you enjoyed this episode, make sure to subscribe and leave a review to stay updated on our latest insights and discussions. To learn more about our services, visit us at www.lewisbrownlee.c...2019-07-1504 minThe LB Business BroadcastThe LB Business BroadcastBYB 3 - SEO. What is it and why are keywords important to businessesPart 3 of 7 from our Building Your Brand seminar.What is SEO (Search Engine Optimisation) and why is it important to you and your business?  We also take a deep dive into why keywords are so important to businesses.  So, whether you're an entrepreneur, business owner or start-up you definitely need to listen to this podcast.Download the slides here: https://www.lbforms.co.uk/BYB_Slides.pdfThank you for tuning in to the Lewis Brownlee Podcast! If you enjoyed this episode, make sure to subscribe and leave a re...2019-07-1506 minThis Week in YouTube (Audio)This Week in YouTube (Audio)10 Things Creators Should Know - We talk with Marques Brownlee about ten things creators should know, serialized vs. episodic content, the week's viral videos, and more. We talk with Marques Brownlee about ten things creators should know, serialized vs. episodic content, the week's viral videos, and more. Hosts: Lamarr Wilson and Chad Johnson Guest: Marques Brownlee Download or subscribe to this show at https://twit.tv/shows/this-week-in-youtube. Thanks to CacheFly for the bandwidth for this show. 2013-06-181h 09This Week in YouTube (Video)This Week in YouTube (Video)10 Things Creators Should Know - We talk with Marques Brownlee about ten things creators should know, serialized vs. episodic content, the week's viral videos, and more. We talk with Marques Brownlee about ten things creators should know, serialized vs. episodic content, the week's viral videos, and more. Hosts: Lamarr Wilson and Chad Johnson Guest: Marques Brownlee Download or subscribe to this show at https://twit.tv/shows/this-week-in-youtube. Thanks to CacheFly for the bandwidth for this show. 2013-06-181h 09