Shows
The Essential Tax PodcastAn Overview of VAT Rules for US Companies Doing Business in Europe with Nick Hart, Michael Salman, and Tobias BarkschatThe Essential Tax Podcast with Mishkin Santa, Season 2, Episode 8In this episode of The Essential Tax Podcast, Mishkin Santa speaks with Nick Hart, VAT Partner, Saffery – United Kingdom; Michael Salman, Director, Nexia DHW – Netherlands; and Tobias Barkschat – Senior Manager, Nexia GmbH – Germany. Nick, Michael, and Tobias have a wealth of combined experience in navigating the European VAT. Join us for this episode to learn more about how this tax could apply to your business or you personally.Tune in for these key takeaways:Critical information about the purpose, process to register, and collection procedures for the...2025-07-2956 min
Private Wealth PodcastHow the new non-dom rules could impact your retirement plansThinking of retiring abroad? The latest changes to the UK's non-dom rules might be surprisingly good news for your financial planning. In this eye-opening discussion, our expert panel breaks down how the shift from domicile to residence-based taxation creates new opportunities for those considering an international retirement.Tax partner Alex Britton-Davis joins hosts Leonora Stevens and Mike Hodges to explain the revolutionary change in how inheritance tax will apply to British nationals retiring overseas. Gone are the vague, complicated domicile rules, replaced by a straightforward "long-term residence" test. The practical impact? After being non-UK resident for more...2025-07-2815 min
Business TalksIs your business at risk? CCO compliance and how to avoid penaltiesIn our latest episode, we're tackling a crucial compliance issue for UK businesses: the Corporate Criminal Offence (CCO) of failing to prevent the facilitation of tax evasion.Host, Jamie Lane, is joined by Zoe Thomas, Head of Corporate Tax, to discuss the impact of these regulations for businesses of all sizes. They discuss:What the CCO legislation covers,Why HMRC is increasing enforcement,What ‘reasonable steps’ really look like, andHow to protect your business from liability.Whether you're concerned about employee actions, supply chain risks, or the implications for business transactions like mergers and acquisitions, this...2025-07-0124 min
Private 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 min
Private Wealth PodcastPensions and inheritance tax: upcoming changesA seismic shift is looming for pensions - from April 2027, pensions will fall into a person’s chargeable estate for inheritance tax (IHT) purposes. This means any pension pots could be subject to 40% IHT.For many years pensions were a useful way to reduce IHT liabilities, and while the legislation is pending, the changes from 2027 will mean that pensions will be treated like any other asset – potentially subject to 40% tax.What planning options remain? The discipline of having funds locked away until retirement can be valuable and tax advantages are still available. We unco...2025-06-0420 min
Private 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 min
HR Stay tunedMorning Boost : Révéler les talents et donner du sens à la carrière !Dans ce 26ème épisode de HR Stay tuned, on parle orientation, quête de sens et transformation de carrière !
J’ai eu le plaisir d’échanger avec Julie Saffery, créatrice de Morning Boost. Ensemble, on a exploré les enjeux de l’alignement pro/perso, la nécessité d’un onboarding plus humain, et l’importance d’aider les jeunes (et les moins jeunes) à construire une carrière à leur image.
Un grand merci à Julie pour cette belle conversation inspirante ! À écouter sans modération
Vous désirez contacter Julie Saffery ?
Linkedin : https://www.linkedin.com/in/julie...2025-04-0930 min
Private 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 min
Business TalksDriving business value with sustainability and ESG strategiesSustainability and ESG are now essential considerations for businesses of all sizes, but rapidly evolving reporting requirements mean there are a number of strategic implications to consider.Yi Zheng, a sustainability and ESG specialist at Saffery joins host, Jamie Lane, to explain current and upcoming reporting frameworks and explore how sustainability can create business value that is far beyond compliance. They discuss:What sustainability and ESG actually mean – and their relevance to your business,How sustainable practices drive both positive impact and business value,The importance of setting clear objectives for your sustainability initiatives, andCurrent reporting fr...2025-04-0128 minPrivate 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 min
Farm GateWhat’s a nature credit and how are they sold?What’s a nature credit, what are they worth and how are they sold? We take a tour of the nature credit market - looking the differences between voluntary and statutory credits - governance mechanisms - and how the biodiversity net gain market in England actually works.Featuring: Peter Harker, Partner at Saffery And Emma Toovey, Chief Land and Nature Officer at Environment Bank With ffinlo CostainFilling the Funding Gap is sponsored by Barclays, Environment Bank, Forest Carbon, Howden Insurance, Regenerate and Saffery.2025-02-1853 min
Private 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 PodcastInheritance tax changes and the impact on family-owned businessesFamily-owned businesses face unique complexities, such as issues related to business structure, family dynamics, and shared ownership. Following Rachel Reeves’ Budget, these businesses now face additional challenges in navigating the changes to inheritance tax (IHT) and Business Property Relief (BPR).In this episode, Leonora and Mike analyse the specific implications of the Budget changes for family-owned businesses. They also discuss the challenges faced by finance directors in managing cash flow and navigating the complexities of IHT and BPR.Also, don’t miss the first episode of our Budget coverage, where we explored the broader impact of I...2025-01-0816 min
The Essential Tax PodcastCross-Border US-UK and 2025 Significant United Kingdom Tax Changes with Alexandra Britton-DavisThe Essential Tax Podcast with Mishkin Santa, Episode 18
In this episode of The Essential Tax Podcast, Mishkin Santa speaks with Alexandra Britton-Davis, partner at Saffery. Alex advises high-net-worth individuals, trustees, and family offices on their UK tax affairs, estate and succession planning. In particular, she focuses on advising UK-resident non-domiciled individuals and clients with multi-jurisdictional personal or business interests.
Tune in for these key takeaways:
New UK non-dom tax rules, including the FIG regime, which replaces the remittance basis, providing significant changes for new and existing UK residents
The FIG regime...2024-12-201h 01Private Wealth PodcastA gift isn’t just for ChristmasWith the festive season of goodwill upon us, gift-giving may be higher on the agenda. But do you know how much tax you might owe on your generous gestures?In this episode, Leonora and Mike explore the tax considerations of gifting, whether it’s cash or assets. They break down the complex rules of capital gains tax (CGT) and inheritance tax (IHT), to help you understand your potential tax liabilities so that you can gift with confidence.For more Private Wealth podcasts, head to: www.saffery.com/insights/podcasts/ Saffery official website...2024-12-1016 min
Private 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 min