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Leonora Stevens

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Private Wealth PodcastPrivate 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 minPrivate Wealth PodcastPrivate Wealth PodcastTrustees explained: roles, responsibilities, and why choosing the right one mattersThe 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...2025-06-2626 minPrivate Wealth PodcastPrivate Wealth PodcastSelling 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.For more Private Wealth podcasts, head to: www.saffery.com/insights/podcasts/ Saffery official website Visit saffery...2025-04-1720 minPrivate Wealth PodcastPrivate Wealth PodcastInheritance 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...2025-04-0220 minPrivate Wealth PodcastPrivate Wealth PodcastNavigating sudden wealth: Financial planning and managing new moneyHave 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...2025-02-2726 minPrivate Wealth PodcastPrivate Wealth PodcastThe new FIG regime: tax changes for non-doms and the actions you need to takeWith 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...2025-01-3026 minPrivate Wealth PodcastPrivate Wealth PodcastTax 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...2024-11-1222 minPrivate Wealth PodcastPrivate Wealth PodcastTax tips for weddings and civil partnershipsThe 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...2024-07-3016 minPrivate Wealth PodcastPrivate Wealth PodcastSuccession planningJoin 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...2024-06-0618 minPrivate Wealth PodcastPrivate Wealth PodcastDeath and TaxIn 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...2023-12-1315 minPrivate Wealth PodcastPrivate Wealth PodcastFamily Investment Companies – An updateIn 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...2023-10-2318 minIntertexteIntertexte#27 - Camille IslertAvec 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...2023-07-221h 29Private Wealth PodcastPrivate Wealth PodcastDivorce and taxLeonora 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 2023-04-1815 minPrivate Wealth PodcastPrivate 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 minSTUDIO STORIES: REMINISCING ON TWIN CITIES DANCE HISTORYSTUDIO STORIES: REMINISCING ON TWIN CITIES DANCE HISTORYStudio Stories: Reminiscing on Twin Cities Dance with Cynthia Stevens - Season 10, Episode 120Cynthia 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...2023-02-161h 11Private Wealth PodcastPrivate 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 minPrivate Wealth PodcastPrivate Wealth PodcastCryptoassets and taxIn this Private Wealth Podcast, Leonora Stevens, Mike Hodges and Simon Love discuss in greater depth some key tax implications of cryptoassets, including: remuneration from an employer in cryptocurrency, the taxation of non-fungible tokens (NFTs) and losses from cryptoasset investment.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 2022-11-1419 minPrivate Wealth PodcastPrivate Wealth PodcastTrusts | How can they be utilised to pass assets to the next generationIn our latest Private Wealth Podcast, Leonora Stevens and Mike Hodges discuss how individuals and families can utilise trusts to pass assets to the next generation.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 2022-07-1911 minPrivate Wealth PodcastPrivate Wealth PodcastGifting assets | The tax considerationsIn this episode, Leonora Stevens and Mike Hodges discuss the various tax implications when gifting assets (excluding property) such as cash and chattels.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 2022-04-2112 minPrivate Wealth PodcastPrivate Wealth PodcastGifting property | The tax implications to considerIn this episode, Leonora Stevens and Mike Hodges discuss the various tax implications when gifting property.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 2022-03-2414 minPrivate Wealth PodcastPrivate Wealth PodcastScottish residency | The potential issues for taxpayersLeonora Stevens and Margi Campbell discuss some of the complications of being a Scottish-resident taxpayer, and how the pandemic may have impacted 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 2022-01-1917 minPrivate Wealth PodcastPrivate Wealth PodcastTax returns | Our top tips when submitting a tax returnIn this Private Wealth Podcast, Leonora Stevens and Mike Hodges discuss their top tips for individuals submitting their tax returns.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 2021-12-2109 minPrivate Wealth PodcastPrivate Wealth PodcastFamily investment companies | What are they?Leonora Stevens and Mike Hodges discuss Family Investment companies. How do they work and why do Saffery clients use them?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 2021-07-2713 min