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 ...
20 Jul 2026
Moving abroad for work: the UK tax questions everyone should ask
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 ...
10 Jun 2026
Philanthropy, tax and legacy planning
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...
Reach and audience
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YouTube views
260,321
Score snapshot 15 Sept 2025
Spotify
5.0 / 5
5 ratings
Podcast Authority Score: 48 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
Quality
37
Social presence
0
YouTube
86
Engagement
60
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