Private Wealth Podcast

The 2026 Budget headlines may not have been showstopping, but looking into the detail is important, as announcements included: higher taxation on investment returns, tighter reliefs for many business owners, and a faster, more data-driven HMRC. We sit down straight after the Chancellor’s first Budget to translate the announcements into what they actually mean for private clients and families trying to plan with confidence. We start with the planned changes to savings income and property inco...

The last 18 months have brought major tax changes to UK private wealth planning. Leonora Stevens and Mike Hodges sit down with Lucy Woodward to explore what reforms to inheritance tax (IHT) reliefs, the end of the non-dom regime and upcoming pension changes mean for individuals, families and trustees. From lifetime gifting, trusts and business succession to the new residence-based regime and pension planning, we discuss the practical decisions clients are facing and why effective planning is ...

You can book the flight and start the new role, but the same misconception occurs time and time again: “I’ve left the UK, so my UK tax position ends.” The reality is more nuanced, technical, more rules-driven, and far more sensitive to small details like day counts, family ties and filing obligations. Leonora Stevens and Mike Hodges are joined by Alex Britton-Davis from our International Private Client Team to unpack the essentials of UK tax when you move abroad for work. We talk through the ...

The most generous giving can also be the most strategic, but only if you understand the UK tax rules behind it. Leonora Stevens and Mike Hodges, private wealth partners, discuss philanthropy from a private client perspective, focusing on how to give with clarity, avoid common traps, and build a plan that fits your wider wealth management and estate planning goals. This episode starts with Gift Aid, because it underpins most UK charitable giving. We explain how the basic rate reclaim works, h...

Family investment companies (FICs), trusts and offshore bonds are three of the most common structures used in UK tax and wealth planning — but what do they actually mean for you and your family? In this episode, we break down how each structure works in practice, how they differ on control, tax, reporting and long term succession, and why the right choice depends on your goals rather than what’s currently popular. We look at how trusts separate ownership and benefit, how FIC share classes sha...