podcast
details
.com
Print
Share
Look for any podcast host, guest or anyone
Search
Showing episodes and shows of
Leonora Stevens
Shows
Private Wealth Podcast
HMRC enquiries: what to expect and how to prepare
In this episode, Leonora Stevens and Mike Hodges look at what really happens when HMRC opens an enquiry into your personal tax return. They discuss:- What HMRC compliance checks actually involve- Why enquiries are triggered- What is the difference between aspect and full reviews- Understand what your rights and responsibilities look like in practice. They also offer tips to avoid common mistakes and advice on staying organised so you’re prepared if HMRC gets in touch.Whether you’re facing an enquiry now or simply want t...
2026-01-12
17 min
Private Wealth Podcast
Tax planning following the 2025 Autumn Budget
With a mountain of speculation prior to this year’s Budget, there was considerable concern about potential forthcoming tax changes. However, it could be said that the announcements made on 26 November were not as monumental as feared. Nonetheless, there was still plenty to dissect so join us in our latest podcast episode where we uncover what was announced by Rachel Reeves and consider how it will impact you. Leonora Stevens and Mike Hodges discuss:The further freezing of income tax rates,The new tax rates on property, savings and dividend income, Pensions salary sacrifice chang...
2025-11-28
21 min
Private Wealth Podcast
How to navigate complex tax returns
Tax season can feel daunting – even for the most organised of taxpayers. While many returns are simple, certain sections quickly become complex, and small mistakes can lead to stress or even penalties.In our latest podcast episode, Leonora Stevens and Mike Hodges explore the trickier parts of a self‑assessment tax return and share practical strategies to help you stay confident and compliant.They explore:Foreign income and gains – navigating double tax relief and exchange rates,Capital gains – property, shares, and even crypto,Pension contributions and reliefs – annual allowance, carry forward, tapered allowances,Gift Aid and ch...
2025-11-20
19 min
Private Wealth Podcast
Gifting property and inheritance tax – what you should know
In our latest episode, we explore the increasingly relevant topic of passing on property – whether it’s your main home, a share of it, or a second property – and the tax implications that come with it.Our hosts Leonora Stevens and Mike Hodges discuss:- Why more families are considering property gifts- How rising house prices affect IHT exposure- Key thresholds like the nil-rate and residence nil-rate bands- The challenge of funding IHT when wealth is tied up in bricks and mortar🎧 Listen now for practical insights and plann...
2025-10-09
16 min
Private Wealth Podcast
How the new non-dom rules could impact your retirement plans
Thinking 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.For more Private Wealth podcasts, head to: www.saffery.com/insights/podcasts/...
2025-07-28
15 min
Private Wealth Podcast
Trustees explained: roles, responsibilities, and why choosing the right one matters
The world of trusts often feels complex, but at its core it's about safeguarding assets for others.Whether you're considering setting up a trust, have been asked to serve as a trustee, or are evaluating your current arrangements, this discussion offers guidance on finding the right trustee for your specific needs.Hosts, Leonora Stevens and Mike Hodges, are joined by Philip Radford from our Guernsey and Dubai office, and together they unpack the responsibilities of a trustee, the traits that make a good one, and whether it makes sense to appoint a trustee in the...
2025-06-26
26 min
Private Wealth Podcast
Selling your business through an Employee Ownership Trust (EOT) – what are the tax advantages?
Employee Ownership Trusts (EOTs) offer business owners a compelling exit strategy where they can transfer controlling interest in their company without paying any capital gains tax (CGT).Join Leonora Stevens and Mike Hodges as they discuss this increasingly popular exit route, that is beneficial for both owners and employees.If you're considering an EOT, always seek professional advice tailored to your specific circumstances to navigate the complexities while maximising the benefits.This episode was recorded in April 2025, but at the 2025 Autumn Budget on 26 November, the Chancellor announced the reduction of CGT relief on...
2025-04-17
20 min
Private Wealth Podcast
Inheritance tax and trusts: What does the government's consultation mean for you?
The inheritance tax landscape for family businesses and agricultural landowners is undergoing its most significant transformation in decades. Following the Autumn Budget 2024 announcements regarding changes to Agricultural Property Relief (APR) and Business Property Relief (BPR), the government has released a consultation document addressing the application of these changes to property settled into trusts.In our latest podcast episode, Leonora Stevens and Mike Hodges discuss:The key changes to APR/BPR announced in the Budget,Summarise the document’s key points outlined, andDiscuss the major planning considerations and potential implications for our clients.Understanding the...
2025-04-02
20 min
Private Wealth Podcast
Navigating sudden wealth: Financial planning and managing new money
Have you recently acquired a significant amount of money? Sudden wealth can be quite overwhelming. So how can you protect and manage your assets efficiently? Join Leonora Stevens and Mike Hodges as they talk with legal expert Claire Harris, a Partner at Withers, and James Peterson, Managing Director at Rothschild & Co about the essential first steps and long-term strategies for managing a windfall.From will planning, family communication, global mobility and philanthropy, they discuss the importance of letting the dust settle, choosing the right advisers, and creating a solid foundation.For more Private Wealth podcasts...
2025-02-27
26 min
Private Wealth Podcast
The new FIG regime: tax changes for non-doms and the actions you need to take
With major changes on the horizon for non-domiciled individuals, understanding the new tax landscape is essential. This episode dives deep into the upcoming tax reforms, exploring how these changes (effective from April 2025), will reshape the tax landscape for non-doms. Hosts Leonora Stevens and Mike Hodges are joined by Alex Britton-Davis, partner at Saffery and a leading expert in UK residency and domicile, who breaks down the move away from the familiar remittance basis to the intricacies of the FIG regime. Other key topics include:The complexities of reporting foreign income,The significant re...
2025-01-30
26 min
Private Wealth Podcast
Tax planning after the Autumn Budget: What’s changed?
What if the latest tax reforms could change the way you plan for your family's future? Join us as we unravel the implications of Rachel Reeves' recent Budget announcements, where we tackle the significant reforms to inheritance tax, especially the tightened restrictions on Business Property Relief (BPR) and Agricultural Property Relief (APR). With Leonora Stevens and Mike Hodges lending their expertise, we uncover how these changes might usher in hefty tax liabilities, and why farmers and agricultural landowners may need to rethink their financial strategies. Leonora and Mike also provide insights on how pension changes could reshape yo...
2024-11-12
22 min
Private Wealth Podcast
Tax tips for weddings and civil partnerships
The summer months mark peak wedding season, yet amid the festivities, there are important tax considerations to keep in mind.In this episode, Leonora Stevens and Mike Hodges delve into the key tax points associated with weddings and civil partnerships, including:Gifting rules and how they apply to wedding gifts,The tax implications for individuals getting married, andThe various tax benefits of tying the knot.For more Private Wealth podcasts, head to: www.saffery.com/insights/podcasts/ Saffery official website Visit saffery.com Follow Saffery online...
2024-07-30
16 min
Private Wealth Podcast
Succession planning
Join us as we uncover the issues families are facing when looking to the future and ensuring the legacy of their family estate. With insights from Leonora Stevens, Mike Hodges, and special guest Peter Harker, we'll move beyond the typical tax talk and delve into the practicalities of succession planning. Discover strategies to manage farmland, residential properties, and natural capital projects effectively while preparing heirs to take the reins. This episode is essential listening for anyone looking to preserve family cohesion and ensure the long-term viability of their assets.Explore how modern estates can thrive in today's...
2024-06-06
18 min
Private Wealth Podcast
Death and Tax
In this episode, Leonora Stevens and Mike Hodges approach the sensitive topic of death and tax planning, sharing their top tips to give you peace of mind and to help make the planning process as seamless as possible.In particular, Leonora and Mike discuss:The importance of having an up-to-date will in place,Inheritance tax (IHT) and estate planning,The complications of leaving behind a legacy to charity, andOther practical points to consider.You can also find further information in our article on IHT and estate planning.For more Private Wealth podcasts, head...
2023-12-13
15 min
Private Wealth Podcast
Family Investment Companies – An update
In this episode Leonora Stevens and Mike Hodges revisit Family Investment Companies (FICs) and are delighted to be joined by Guy Broadfield, a Senior Associate at Burges Salmon who has a focus on tax and trusts.We first examined FICs back in 2021 (that episode can be listened to here), but with markets and sectors moving at such rapid pace we delve into this area again, this time discussing:Are FICs still as widely used as they were previously? What problems can arise when using this type of structure?Common questions we are seeing clients ask in r...
2023-10-23
18 min
Intertexte
#27 - Camille Islert
Avec Camille Islert on parle du genre de l'ironie, de croisières sur des romans-fleuves et d'une écriture hantée par les gestes. — Les choix de Camille Islert : • Le dernier texte que vous avez trouvé vraiment beau : Les dangers de fumer au lit de Mariana Enriquez / Stardust de Leonora Miano • Le texte qui parle le mieux d’amour : Corps et biens de Robert Desnos / Beloved de Toni Morrison • Un texte qui provoque la réflexion : "La marque du genre" de Monique Wittig...
2023-07-22
1h 29
Private Wealth Podcast
Divorce and tax
Leonora Stevens, Mike Hodges and Jason Lane discuss the tax matters when going through a divorce. This includes: the type of divorce, the tax year of separation and transferring assets, and other practical considerations.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
2023-04-18
15 min
Private Wealth Podcast
Returning to the UK - the tax implications
In 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...
2023-03-21
16 min
STUDIO STORIES: REMINISCING ON TWIN CITIES DANCE HISTORY
Studio Stories: Reminiscing on Twin Cities Dance with Cynthia Stevens - Season 10, Episode 120
Cynthia Stevens/ INSITU slips into swamps, streams and forests creating environmental performance and media. This multidisciplinary work explores the interconnections of dance with original music, somatics and ecology to foster a visceral sense of place. Over the past 40 years her productions have been presented in the United States, Canada, Europe and New Zealand. She has created over 60 works including What If I…; Calling Down the Moon; Unearthed with Judith Howard in their collaborative company Flying Sisters Theatre; numerous site-based works for her group INSITU including Leonora’s Dream in collaboration with poet William Reichard in Wirth...
2023-02-16
1h 11
Private Wealth Podcast
Tax considerations when moving overseas
In 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
2023-01-12
17 min
Absorb An Powerful Full Audiobook And Elevate Your Mindset.
Death Tells a Tale by Felice Stevens
Please visithttps://thebookvoice.com/podcasts/2/audible/33484to listen full audiobooks. Title: Death Tells a Tale Series: The Paul Monroe Mystery, Book 4 Author: Felice Stevens Narrator: Kale Williams Format: mp3 Length: 6 hrs and 45 mins Release date: 01-31-22 Ratings: 4.5 out of 5 stars, 54 ratings Genres: Mystery, Thriller & Suspense Publisher's Summary: Cliff Baxter is approached with a dream job, but it means time away from the man he loves and the family he’s only just reconciled with. When opportunity knocks twice and another unexpected offer comes his way, he and Paul make a decision neither dreamed possible, changing their lives forever. Paul Mo...
2022-01-31
6h 45