Episodes

  • Budget predictions round up: CGT, IHT and pensions
    Oct 25 2024

    In this episode, we’ll explore the changes Labour could make to personal and business taxation, including CGT, IHT and pensions taxation which have been well discussed in the run up to the Budget. We will also cover NIC on pension contributions, a slightly more surprising prediction.

    Chairing this episode is Paul Barham, Head of International Private Client and an experienced Tax Partner who advises high-net-worth individuals, their families, and their businesses on international tax affairs.

    Joining Paul is:

    • Zoe Davies, Personal Tax Partner with over 20 years of experience advising on personal and business tax planning, compliance, and strategic matters.
    • James Robinson, Senior Financial Planner specialising in advising high-net-worth individuals and business owners on their financial planning needs.
    • Ian Goodwin, Employment Tax Partner and expert adviser on reward strategies and managing HMRC risks.

    For more information on our tax services visit our website.

    The information contained in this podcast does not constitute individual advice. Forvis Mazars LLP will not accept any responsibility for decisions taken or not taken on the basis of the information presented. Always obtain independent, professional advice relevant to your own circumstances.

    Any reference to legislation and tax is based on Forvis Mazars LLP's understanding of United Kingdom law and HM Revenue & Customs practice at the date of production. These may be subject to change in the future. Tax rates and reliefs may be altered. The value of tax reliefs to the investor depends on their financial circumstances. No guarantees are given regarding the effectiveness of any arrangements entered into on the basis of these comments.

    Forvis Mazars LLP is the UK firm of Forvis Mazars Group, an international advisory, and accountancy organisation, and is a limited liability partnership registered in England with registered number OC308299. A list of partners’ names is available for inspection at the firm’s registered office, 30 Old Bailey, London, EC4M 7AU.

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    20 mins
  • New guidelines for risk compliance in transfer pricing
    Oct 21 2024

    In this week's episode we will:

    • Break down the key elements of the new guidelines,
    • explore the common risk indicators the HMRC are looking out for and
    • delve into the best practice suggested by HMRC to ensure compliance and minimise risk.

    Chairing the latest episode is Urmi Sen, Associate Director in Transfer Pricing.

    Today, Urmi’s guests are:

    • David Sayers, International Tax Partner who is an expert on transfer pricing and international tax, cross border corporate structuring, mergers and acquisitions.
    • Jeremy Brown, Financial Services Transfer Pricing Partner who focuses on transfer pricing for financial services businesses such as insurance and banking.

    For more information on our tax services visit our website.

    The information contained in this podcast does not constitute individual advice. Forvis Mazars LLP will not accept any responsibility for decisions taken or not taken on the basis of the information presented. Always obtain independent, professional advice relevant to your own circumstances.

    Any reference to legislation and tax is based on Forvis Mazars LLP's understanding of United Kingdom law and HM Revenue & Customs practice at the date of production. These may be subject to change in the future. Tax rates and reliefs may be altered. The value of tax reliefs to the investor depends on their financial circumstances. No guarantees are given regarding the effectiveness of any arrangements entered into on the basis of these comments.

    Forvis Mazars LLP is the UK firm of Forvis Mazars Group, an international advisory, and accountancy organisation, and is a limited liability partnership registered in England with registered number OC308299. A list of partners’ names is available for inspection at the firm’s registered office, 30 Old Bailey, London, EC4M 7AU.

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    23 mins
  • Rumoured changes to CGT, IHT Business Relief and carried interest
    Sep 27 2024

    For more information on our tax services visit our website.

    The information contained in this podcast does not constitute individual advice. Forvis Mazars LLP will not accept any responsibility for decisions taken or not taken on the basis of the information presented. Always obtain independent, professional advice relevant to your own circumstances.

    Any reference to legislation and tax is based on Forvis Mazars LLP's understanding of United Kingdom law and HM Revenue & Customs practice at the date of production. These may be subject to change in the future. Tax rates and reliefs may be altered. The value of tax reliefs to the investor depends on their financial circumstances. No guarantees are given regarding the effectiveness of any arrangements entered into on the basis of these comments.

    Forvis Mazars LLP is the UK firm of Forvis Mazars Group, an international advisory, and accountancy organisation, and is a limited liability partnership registered in England with registered number OC308299. A list of partners’ names is available for inspection at the firm’s registered office, 30 Old Bailey, London, EC4M 7AU.

    For more information on our tax services visit our website.

    The information contained in this podcast does not constitute individual advice. Forvis Mazars LLP will not accept any responsibility for decisions taken or not taken on the basis of the information presented. Always obtain independent, professional advice relevant to your own circumstances.

    Any reference to legislation and tax is based on Forvis Mazars LLP's understanding of United Kingdom law and HM Revenue & Customs practice at the date of production. These may be subject to change in the future. Tax rates and reliefs may be altered. The value of tax reliefs to the investor depends on their financial circumstances. No guarantees are given regarding the effectiveness of any arrangements entered into on the basis of these comments.

    Forvis Mazars LLP is the UK firm of Forvis Mazars Group, an international advisory, and accountancy organisation, and is a limited liability partnership registered in England with registered number OC308299. A list of partners’ names is available for inspection at the firm’s registered office, 30 Old Bailey, London, EC4M 7AU.

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    14 mins
  • How changes in the Budget could impact employers
    Aug 30 2024

    In this episode, we explore the impact of potential taxation changes expected in what Sir Keir Starmer has warned will be a ‘painful’ Autumn Budget could have on employee reward and mobility and compliance from an employer’s perspective.

    Chairing the latest episode is Ian Goodwin, Employment Tax Partner, and an expert adviser on reward strategies and managing HMRC risks.

    Joining Ian is:

    • Michelle Askew, Director of Immigration who specialises in the sponsorship of migrant workers.
    • Robin Bailey, Director of Global Mobility who advises companies on the compliance regulations associated with having globally mobile employees.

    For more information on our tax services visit our website.

    The information contained in this podcast does not constitute individual advice. Forvis Mazars LLP will not accept any responsibility for decisions taken or not taken on the basis of the information presented. Always obtain independent, professional advice relevant to your own circumstances.

    Any reference to legislation and tax is based on Forvis Mazars LLP's understanding of United Kingdom law and HM Revenue & Customs practice at the date of production. These may be subject to change in the future. Tax rates and reliefs may be altered. The value of tax reliefs to the investor depends on their financial circumstances. No guarantees are given regarding the effectiveness of any arrangements entered into on the basis of these comments.

    Forvis Mazars LLP is the UK firm of Forvis Mazars Group, an international advisory, and accountancy organisation, and is a limited liability partnership registered in England with registered number OC308299. A list of partners’ names is available for inspection at the firm’s registered office, 30 Old Bailey, London, EC4M 7AU.

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    30 mins
  • The personal tax rises Labour could make
    Aug 2 2024

    Following Rachel Reeve’s announcement this week that the Government would have to raise taxes to claw back some of the £22bn debt in public spending, we will look at potential changes to IHT, CGT and pensions as well as the confirmed changes to VAT on school fees the non-domicile regime.

    Chairing the latest episode is Sean Cockburn, a Private Client Tax Director who specialises in international private client tax.

    Joining Sean is

    • Paul Barham, Head of International Private Client and an experienced tax partner who advises high-net-worth individuals, their families, and their businesses on international tax affairs;
    • Rebecca Park, Private Client Tax Associate Director who specialises in providing tax advice to entrepreneurs, HNWs and owner-managed businesses,
    • James Robinson, Senior Financial Planner specialising in advising high-net-worth individuals and business owners on their financial planning needs,
    • Jamie Hyne, Indirect Tax Assistant Manager specialising in VAT compliance, technology and Making Tax Digital (MTD).

    For more information on our tax services visit our website.

    The information contained in this podcast does not constitute individual advice. Forvis Mazars LLP will not accept any responsibility for decisions taken or not taken on the basis of the information presented. Always obtain independent, professional advice relevant to your own circumstances.

    Any reference to legislation and tax is based on Forvis Mazars LLP's understanding of United Kingdom law and HM Revenue & Customs practice at the date of production. These may be subject to change in the future. Tax rates and reliefs may be altered. The value of tax reliefs to the investor depends on their financial circumstances. No guarantees are given regarding the effectiveness of any arrangements entered into on the basis of these comments.

    Forvis Mazars LLP is the UK firm of Forvis Mazars Group, an international advisory, and accountancy organisation, and is a limited liability partnership registered in England with registered number OC308299. A list of partners’ names is available for inspection at the firm’s registered office, 30 Old Bailey, London, EC4M 7AU.

    For more information on our tax services visit our website.

    The information contained in this podcast does not constitute individual advice. Forvis Mazars LLP will not accept any responsibility for decisions taken or not taken on the basis of the information presented. Always obtain independent, professional advice relevant to your own circumstances.

    Any reference to legislation and tax is based on Forvis Mazars LLP's understanding of United Kingdom law and HM Revenue & Customs practice at the date of production. These may be subject to change in the future. Tax rates and reliefs may be altered. The value of tax reliefs to the investor depends on their financial circumstances. No guarantees are given regarding the effectiveness of any arrangements entered into on the basis of these comments.

    Forvis Mazars LLP is the UK firm of Forvis Mazars Group, an international advisory, and accountancy organisation, and is a limited liability partnership registered in England with registered number OC308299. A list of partners’ names is available for inspection at the firm’s registered office, 30 Old Bailey, London, EC4M 7AU.

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    22 mins
  • Immediate market reaction
    Jul 5 2024

    In this episode, we will look at how markets have reacted following Labour’s record-breaking victory in the polls and any planning you can do to prepare for proposed policy changes.

    Chairing this episode is Forvis Mazars' Chief Economist, George Lagarias, who has 17 years of experience in financial markets as an analyst, investment strategist, economist, and fund manager.

    Joining George is:

    • James Robinson, Senior Financial Planner specialising in advising high-net-worth individuals and business owners on their financial planning needs.

    For more information on our tax services visit our website.

    The information contained in this podcast does not constitute individual advice. Forvis Mazars LLP will not accept any responsibility for decisions taken or not taken on the basis of the information presented. Always obtain independent, professional advice relevant to your own circumstances.

    Any reference to legislation and tax is based on Forvis Mazars LLP's understanding of United Kingdom law and HM Revenue & Customs practice at the date of production. These may be subject to change in the future. Tax rates and reliefs may be altered. The value of tax reliefs to the investor depends on their financial circumstances. No guarantees are given regarding the effectiveness of any arrangements entered into on the basis of these comments.

    Forvis Mazars LLP is the UK firm of Forvis Mazars Group, an international advisory, and accountancy organisation, and is a limited liability partnership registered in England with registered number OC308299. A list of partners’ names is available for inspection at the firm’s registered office, 30 Old Bailey, London, EC4M 7AU.

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    13 mins
  • Comparing the party manifestos
    Jun 27 2024

    Welcome to the opening episode of our First 100 Days in Office podcast series, where we will delve into the elected party’s policies and how these could impact sectors, businesses, and individuals.

    In this episode, ahead of the country going to the polls, we will compare each party’s manifesto, looking in particular at their views on the economy, income taxes and personal allowance, CGT, pensions, closing tax loopholes for non-dom and corporate taxation.

    Chairing this episode is Paul Barham, Head of International Private Client and an experienced tax partner who advises high-net-worth individuals, their families, and their businesses on international tax affairs.

    Joining Paul is:

    • Ben Seager Scott - Chief Investment Officer, who recently joined Forvis Mazars and brings with him 17 years of experience in active and passive investment strategies;
    • James Robinson, Senior Financial Planner specialising in advising high-net-worth individuals and business owners on their financial planning needs;
    • And, Lucy Marshall, Corporate Tax Director who works with business owners to ensure that their tax position is optimised in line with their wider goals.

    For more information on our tax services visit our website.

    The information contained in this podcast does not constitute individual advice. Forvis Mazars LLP will not accept any responsibility for decisions taken or not taken on the basis of the information presented. Always obtain independent, professional advice relevant to your own circumstances.

    Any reference to legislation and tax is based on Forvis Mazars LLP's understanding of United Kingdom law and HM Revenue & Customs practice at the date of production. These may be subject to change in the future. Tax rates and reliefs may be altered. The value of tax reliefs to the investor depends on their financial circumstances. No guarantees are given regarding the effectiveness of any arrangements entered into on the basis of these comments.

    Forvis Mazars LLP is the UK firm of Forvis Mazars Group, an international advisory, and accountancy organisation, and is a limited liability partnership registered in England with registered number OC308299. A list of partners’ names is available for inspection at the firm’s registered office, 30 Old Bailey, London, EC4M 7AU.

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    22 mins