Podcasts about Inheritance tax

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Best podcasts about Inheritance tax

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Latest podcast episodes about Inheritance tax

Money Talks Radio Show - Atlanta, GA
May 30, 2026: Mortgages, Money Transfers & Monetary Policy

Money Talks Radio Show - Atlanta, GA

Play Episode Listen Later May 30, 2026 48:39


Some financial decisions come with clear answers. Others require balancing risks, opportunities, and a healthy dose of uncertainty. In our episode “May 30, 2026: Mortgages, Money Transfers & Monetary Policy,” we explore three areas where the right decision depends as much on context as it does on the numbers — from adjustable-rate mortgages and wealth transfers to the Federal Reserve's ongoing fight against inflation.Adjustable-rate mortgages are making a comeback, but this isn't a repeat of the housing bubble era. With special guest Shanna Squires from Henssler Mortgage Advisors, we break down how today's ARMs differ from the products that helped fuel the financial crisis, why some homebuyers are turning to them in a world of elevated mortgage rates, and whether they represent a smart strategy or a risky gamble on lower rates ahead.Next, we tackle a listener question about inheriting and gifting money. From estate taxes and inheritance taxes to annual gift exclusions and lifetime exemptions, we'll explain what the rules actually are—and just as importantly, what they aren't. If you've ever wondered how families can pass wealth to the next generation without creating unnecessary tax headaches, this conversation is for you.Finally, we examine a question many investors are asking: What happens when inflation is driven by supply shortages rather than consumer demand? With oil prices and geopolitical tensions once again influencing inflation expectations, we discuss the limits of Federal Reserve policy, why interest rates remain the Fed's primary tool, and the difficult tradeoffs policymakers face when fighting inflation that may be originating far outside their control.Join hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, and Kelly-Lynne Scalice, a seasoned communicator and host, on Henssler Money Talks as they explore key financial strategies to help investors navigate market uncertainty. Henssler Money Talks — May 30, 2026  |  Season 40, Episode 22Timestamps and Chapters3:48: ARMs: Smart Strategy or Warning Sign?18:08: Passing Down Wealth Without Passing Down Problems34:11: Fighting Inflation With the Wrong Tools? Follow Henssler:  Facebook: https://www.facebook.com/HensslerFinancial/ YouTube:  https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup “Henssler Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ 

Taxbytes for Expats
UK Tax Residency Explained, Planning Your Exit & Avoiding Costly Mistakes with Nicola Goldsmith (Part 1)

Taxbytes for Expats

Play Episode Listen Later May 19, 2026 38:24


There's a lot to consider when you're an expat, in or outside the UK, and trying to be tax compliant. You might not think so, but tax planning starts before you even book your flights.In this episode, I'm joined by Nicola Goldsmith, one of our trusted UK partners for Expat Taxes UK, for the first part of a really practical conversation around UK tax planning for expats.Nicola brings nearly three decades of experience in cross-border tax, and what I particularly enjoy about this discussion is how grounded it is in real-life decision-making. As Nicola agrees, tax is far more about problem-solving than it is about numbers.We walk through the fundamentals of UK tax residency, what actually determines where you're taxed, and why timing is everything if you're planning a move. This comes up a lot in conversations with clients, because people usually leave decisions too late and miss opportunities that are entirely legitimate.Nicola explains how differences in tax years can create short windows for planning, the importance of understanding your income streams across borders, and how new rules like the FIG regime are changing the landscape for those arriving in or returning to the UK.If you're considering a move to or from the UK, or you're already navigating life across jurisdictions, this episode will help you better understand the common misconceptions and where early advice can make a meaningful difference to your overall tax position.Main Topics Discussed in this EpisodeWhy Tax is Really About Problem Solving: Nicola shares her journey into tax and explains why the real skill lies in solving people's individual circumstances—not crunching numbers.Understanding the Complexity of UK Tax Rules: We discuss how UK tax legislation works in practice, including why headline rates can be misleading and how different rules interact in unexpected ways.Planning Ahead When Leaving or Moving to the UK: The key thing to note here is that early planning creates opportunities—particularly around timing, structuring income, and managing assets across borders.Using Tax Residency Timing to Your Advantage: This is one of those areas where small timing differences—sometimes just days—can open up legitimate planning opportunities, including periods of non-residence.A Practical Overview of UK Tax Residency Rules: Nicola breaks down the fundamentals of UK tax residency, including automatic tests, the ties test, and how split-year treatment works in real-life scenarios.Book a consult with Nicola Website: www.expattaxes.co.ukLinkedIn: https://www.linkedin.com/in/nicola-goldsmith-tep-cta-b22363149/*****Use the link below and quote "Expat Taxes" when registering with Currencies Direct to receive a €50 One4All or Amazon voucher when you transfer €5000 or more in your first six months with Currencies Direct.*Click here for a special offer from our sponsor, Currencies Direct******If you loved this episode or have a similar story, we'd love to hear from you! You can get in touch with us directly at info@expattaxes.ie or leave a rating and review on Apple Podcasts or Spotify.Taxbytes for Expats is brought to you by ExpatTaxes.ie. If you're considering moving to or from Ireland and would like support with your taxes, book a consultation today: https://expattaxes.ie/book-a-consult/.*****Chapters:(00:00) Welcome to Taxbytes for Expats(01:11) Introducing Nicola Goldsmith & Her Tax Background(02:25) Why Tax is About Problem Solving, Not Numbers(04:10) How Tax Systems Differ Across Countries(06:03) Understanding UK Tax Complexity & Rates(10:19) Key Considerations When Leaving the UK(12:12) Planning Opportunities & Non-Residency Windows(13:57) Why Early Tax Planning Matters for Expats(14:23) Timing Your Move & UK Tax Year Nuances(15:56) The New FIG Regime Explained(18:25) Changes to Inheritance Tax & Domicile Rules(23:08) UK Tax Residency Rules Simplified

The FIRE Belgium Show
What Happens If You Die in Belgium? (This Tax Mistake Costs Thousands) [032]

The FIRE Belgium Show

Play Episode Listen Later May 15, 2026 79:44


What actually happens to your money, your investments, and everything you've built… when you die in Belgium?For most people, the answer is simple: a large part of it disappears in taxes. 30%, 40% and up to 80% in some cases. Because of non-existent or poor estate and inheritance planning.My name is Sébastien Aguilar and I teach busy professionals living in Belgium how to build wealth on autopilot with evidence based passive investing, optimized for Belgian taxes. And in this episode, I want to help you keep more of the wealth you're building when it passes on to the next generation. To help me do this I have invited Marc Quaghebeur, an expert in international tax and estate planning from the law firm Delsol Avocats. Marc works with entrepreneurs, expats and cross-border families in Belgium. He is the author of « Rest in Peace, A Guide to Wills and Inheritance Tax in Belgium ».In this episode, you'll discover the key mistakes that can cost your family tens of thousands, how Belgian inheritance taxes really work, and the strategies that can bring that tax rate down dramatically.We'll walk through what happens step by step, and the practical actions that you can take to protect what you're building. Since the recording, I have started several things that could save my family hundreds of thousands of euros. And I am sure you'll benefit as well. Full biography and contact details of Marc Quaghebeur:https://www.delsolavocats.com/Marc-QUAGHEBEURAnd if you're new to index investing, then I recommend you watch the free interactive workshop on Index Investing for Beginners in Belgium: create passive income from the stock market, without paying high fees to banks or advisors, taking unnecessary risks or spending all day analyzing the markets. Free Workshop → https://firebelgium.com/investingworkshop---Download the FIRE Belgium Beginner's Guide to Index Investing: https://bit.ly/FIREBGuideLearn about Financial Independence in Belgium: https://firebelgium.comSubscribe to the newsletter: https://firebelgium.com/#SubscribeJoin the community: https://www.facebook.com/groups/FIREBelgium

Investing for Americans Abroad & U.S. Expats | Gimme Some Truth for Expats
Moving to France? Estate Planning, Inheritance Tax & Real Estate Tips for Americans

Investing for Americans Abroad & U.S. Expats | Gimme Some Truth for Expats

Play Episode Listen Later May 11, 2026 26:57


Thinking about moving to France or buying French real estate? In this episode of Gimme Some Truth, we talk with Philippe Henky from Squair Law, a French tax attorney with over 10 years of experience advising U.S. nationals on French tax law, estate planning, and cross-border real estate transactions.Philippe walks through the biggest financial and legal pitfalls Americans face when relocating to France — from inheritance taxes that can reach 45–60% to forced heirship rules that may override your U.S. estate plan. We cover practical strategies like usufruct (division of ownership), how to structure property purchases (share deal vs. asset deal), and why the difference between a holiday home and a primary residence matters more than you think.We also unpack a common source of confusion: the U.S.–France income tax treaty vs. the estate tax treaty, and why mixing them up can be costly. Plus, Philippe explains how French law treats U.S. trusts (spoiler: not the way you'd expect) and why you should always get your own notary and attorney when buying property in France.Whether you're planning a permanent move, purchasing a vacation home, or just exploring your options, this episode gives you the framework to make smarter decisions — ideally before you sign anything.Key topics covered: French inheritance tax rates (45–60%) and how to reduce your exposureUsufruct and division of ownership strategiesDo Americans need a French will? Understanding forced heirship rulesElecting U.S. law in a French willU.S.– France income tax treaty vs. estate tax treatyHow trusts are taxed under French lawBuying property in France: holiday home vs. primary residence structuringShare deal vs. asset deal when acquiring French real estateWhy you must plan before you buyChoosing your own notary and legal counsel

The Ultimate FD Podcast
#222 - Tax Talks - Die with Zero Inheritance Tax - Advanced Trusts

The Ultimate FD Podcast

Play Episode Listen Later May 10, 2026 56:50


In this episode of The UltimateFD Podcast, I sit down with Tej, a specialist tax adviser, to examine how business owners can use trusts to protect family wealth from inheritance tax across generations. Recent Labour government changes have brought pensions into the inheritance tax charge and pushed capital gains tax rates higher. Tej notes that over half the UK population now faces some level of IHT liability from rising property values alone, which makes early planning especially relevant for business owners who have built up substantial assets. We go through what a trust actually is: a separate legal entity with no owner, meaning assets held inside it never sit in anyone's personal estate and never attract inheritance tax on death. Tej explains the three parties involved: the settler who creates and funds it, the trustee who manages it (and can be the same person as the settler), and the beneficiary, who cannot also be the settler. We also cover the practical mechanics, including how a family investment company with different share classes can freeze the current valuation of a property portfolio and direct all future growth into trust-held shares that remain permanently outside any personal estate. Tej walks through the 10-year charge on trust assets above £325,000, the 45% income tax rate on trust income, and why starting this process early (by gifting shares into a trust every seven years) produces far better results than leaving it to a will. This episode is for any business owner with a property company, a trading business, or meaningful personal assets who has not yet thought seriously about where that wealth lands on death. Tax planning should not drive your decisions, but leaving the structure too late will cost far more than getting it right now.

Money, Riches & Wealth - The Podcast
MRW - 05/06/26: Inheritance Tax in MD, Online Saving Accounts, and More!

Money, Riches & Wealth - The Podcast

Play Episode Listen Later May 7, 2026 40:53


Jackson makes his return on air with Drew this week as they talk to callers and answer questions regarding states with no income tax, online savings accounts, FDIC insurance, inheritance tax in MD, and more! Download and enjoy! 

MoneyTalk Radio
Double tax? 9 steps to tackle the IHT change coming for your pension

MoneyTalk Radio

Play Episode Listen Later May 7, 2026 18:08


Today on the show - a potentially very important change is coming affecting pensions and the Inheritance Tax on them. For those affected it could require a complete overhaul of their financial plans for retirement. Marianna Hunt is here to explain and offer up some steps to take now in order to mitigate the risk. Ed Monk is joined by Marianna Hunt to provide a well-balanced take on the latest financial developments together with expert insights to help you grow your capital, manage your investment portfolio and make the most of the money markets. Popular for its jargon-free approach, clear analysis and fresh perspective, The Personal Investor podcast helps shine a light on the latest market developments for the savvy UK investor.See omnystudio.com/listener for privacy information.

The Numbers Game
$5.4 Trillion Is Changing Hands | Is Your Family Ready for the Tax Bill?

The Numbers Game

Play Episode Listen Later Apr 19, 2026 25:02


$4 to $5.4 trillion is set to change hands in Australia's great wealth transfer, and most families have no idea how much tax is hiding in super, shares, and property along the way. Nick walks through a real client case where a 94-year-old with $5.3 million in assets was staring down a $300,000 tax bill for her kids, and the strategies that brought it right down. And with The Australia Institute now proposing to bring back an official inheritance tax, estimated to raise $10 billion a year, this is a conversation worth having sooner rather than later. On this episode, we discuss: (00:00) Intro (00:19) The Great Australian Wealth Transfer, $4 to $5.4 Trillion (01:04) Why the Wealth Transfer Affects Every Family (03:30) Could Australia Bring Back an Inheritance Tax? (04:28) The Australia Institute Proposes $10 Billion a Year Inheritance Tax (05:21) Betty's $5.3 Million Estate and a Hidden $300,000 Tax Bill (07:34) Taxable vs Non-Taxable Super Components Explained (09:28) How a Full Pension Withdrawal Saved $100,000 in Super Tax (10:07) Re-Contribution Strategy to Reduce Taxable Super (12:12) Capital Gains Tax on Inherited Shares (13:34) Staging a Share Sell-Down Over Three Years to Save $55,000 (15:08) Inherited Property, Main Residence vs Investment Rules (18:58) Selling Property Before Passing It On to Reduce Capital Gains (22:04) The $390,000 Super Re-Contribution Rule Check out the free resources from Inovayt here. Send us an email: hello@thenumbersgamepodcast.com.au The Numbers Game is brought to you by Future Advisory & Inovayt. Hosts:Nick ReillyJason Robinson This podcast is produced by VIDPOD. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

MoneyMD
Wasted Inheritance | Tax Brackets

MoneyMD

Play Episode Listen Later Apr 17, 2026 32:16


Episode 638: A sudden windfall can disappear faster than you think. Learn how to avoid hidden mistakes and protect what you've been given. Then, Justin and Zach clear up one of the most misunderstood parts of the tax system and show how to use that knowledge to maximize what you keep, not just what you earn.

Cork's 96fm Opinion Line
Is A Lifetime Inheritance Tax Threshold The Way Forward

Cork's 96fm Opinion Line

Play Episode Listen Later Apr 17, 2026 19:43


James Sexton tells PJ he thinks the current system is unfair to those who want to leave to their nephews or others and people should get a lifetime threshold for inheritance no matter where it comes from. Hosted on Acast. See acast.com/privacy for more information.

Canterbury Mornings with Chris Lynch
John MacDonald: No one wants to pay more tax, but...

Canterbury Mornings with Chris Lynch

Play Episode Listen Later Apr 15, 2026 4:33 Transcription Available


Do we need more taxes? There are two ways we can look at it. Does The Government need more tax revenue? Yes, I think it does. Which is why those tax cuts after the last election have backfired so badly. And do we want to pay more tax? When push comes to shove, probably not. But that's human nature, isn't it? But, if we look beyond human nature - beyond gut reactions to the tax question - maybe, one day, enough people will accept that we're just going to have to pay more tax. Like it or not. Which is exactly what a tax lobby group is saying today. Tax Justice Aotearoa is saying New Zealand needs a capital gains tax, an inheritance tax and a wealth tax. For several reasons. First of all, the fuel crisis and climate change. They say the government needs more revenue to cope with these kinds of things. The other reason it wants a capital gains tax, an inheritance tax and a wealth tax is to shift the tax burden. To get high income earners paying more tax and to get low-income earners paying less. Tax Justice Aotearoa also says our deficits are the problem. And the problem isn't going to be fixed until we all start paying more tax. It says deficits limit what we can do about the fuel crisis. As The Government has said, the $50-a-week tax credits for low-to-middle income earners are as much as it can afford. And deficits mean The Government is limited in what it can do in response to climate change. Example: no payouts for people who have to pack up and move because of things like sea level rise. Former Council of Trade Unions Economist Bill Rosenberg is a member of this lobby group and he says: “It's becoming obvious governments cannot continue to function properly and do the things that people expect of them without more revenue, so it is inevitable we have to debate these things.” And I agree with him. But, of course, show me a politician brave enough to stand up and advocate for you and I paying more tax, and they'll be someone with the shortest political career in history. Because who is going to vote for that? Maybe we will, when we realise the inevitability of it. Yes, it's easy to bang on about not wanting to pay more taxes because governments waste money, anyway. But do we want the “smell of an oily rag” set-up we have at the moment? Or, do we want a country that can afford to deal with things like oil shocks and the climate crisis? Tax Justice Aotearoa says if that's what we want, then the government is going to need more revenue. And i agree. Even though I don't like the idea of paying more tax. LISTEN ABOVESee omnystudio.com/listener for privacy information.

AJ Bell Money & Markets
Deep Dive #8: Making your pension last and navigating inheritance tax changes

AJ Bell Money & Markets

Play Episode Listen Later Apr 13, 2026 72:40


In this Deep Dive episode, Tom Selby and Tom Sieber explore what retirement really looks like in 2026 — from phased retirement and flexible working, to drawdown, annuities, tax changes and the risks that could derail your plans. They also hear from a financial adviser on managing money in retirement, and from AJ Bell's very own Rachel Vahey on inheritance tax and what the latest changes could mean for families. 02:24 Tom Selby and Tom Sieber discuss how retirement is changing, why it no longer has to mean stopping work completely, and what earning part-time or freelance income could mean for your pension planning. 06:34 They break down the main ways to access your pension, including drawdown and annuities, and ask whether the best approach for many retirees might be a mix of both. 10:33 The pair look at the key retirement dates and milestones people need to know, including changes to the Normal Minimum Pension Age and how the State Pension fits into the wider retirement income picture. 18:10 The two Toms examine some of the biggest threats to retirement finances, including longevity risk, sequence risk, inflation and the danger of drawing too much too soon. 24:25 Tom Selby speaks to Rick Gosling, a financial adviser at Five Wealth, about how retirees can manage their money sustainably and avoid common financial pitfalls later in life. 46:42 Tom Sieber catches up with Rachel Vahey, AJ Bell's head of public policy, to discuss what the inheritance tax changes could mean in practice — and what people can do if they think they may be affected. 01:08:19 Both Toms wrap up with the big takeaways from the episode, including the importance of flexibility, planning ahead and making your retirement savings work for the long term.

The Farmers Weekly Podcast
Help on new inheritance tax rules, electricity standing charges, farm management software, & dog attacks on sheep

The Farmers Weekly Podcast

Play Episode Listen Later Apr 4, 2026 48:55


In this episode, farm charities offer a listening ear as inheritance tax rules come into effect – leaving farming families facing a hefty bill following the death of a loved one. We’ve the latest on help for those who might be affected by the changes, including farmers who haven't yet taken advice. The Farming Community Network helpline is 03000 111 999 (7am to 11pm daily) or via email at help@fcn.org.uk. Electricity standing charges go up this month – we examine what it means for your farm business with some suggestions for what you can do. What’s hot and what’s not: we look at the latest arable farm management software, including the options and prices thanks to Mike Abram. And we catch up with the National Sheep Association about a new law on livestock worrying – which could help to reduce dog attacks on sheep this Easter Bank Holiday. This episode of the Farmers Weekly Podcast is co-hosted by Johann Tasker, Louise Impey and Hugh Broom. Edited and produced by Johann Tasker. Contact or follow Johann: linkedin.com/in/johanntasker/ Contact or follow Louise: linkedin.com/in/louise-impey-95470b20b/ Contact or follow Hugh: linkedin.com/in/hugh-broom-9b11906a/ For Farmers Weekly, visit fwi.co.uk or follow linkedin.com/company/farmers-weekly To contact, sponsor or advertise on the Farmers Weekly Podcast, email podcast@fwi.co.uk. In the UK, you can also text the word FARM followed by your message to 88 44 0. We'd love to hear from you.See omnystudio.com/listener for privacy information.

London Property - Home of Super Prime
Mortgage & Inheritance Tax Strategy, New Landlord Tax Rules, Student Debt-for-Home Plan, Renters Rights Act & Housing Supply Crisis

London Property - Home of Super Prime

Play Episode Listen Later Mar 31, 2026 8:26


Send us Fan MailIn this episode of the London Property News Bulletin, we unpack a major shift in how homeowners, landlords and renters need to think about property in the capital. We explore why aggressively paying off your mortgage could unintentionally inflate your inheritance tax bill, and how smart use of mortgages, pensions, ISAs and gifting can change the numbers. We cover key tax changes for the new year, including digital tax returns for landlords, reduced relief on AIM shares, and tighter inheritance tax rules for high-value estates.You'll also hear about a headline-grabbing proposal to let graduates swap up to 20% of their student debt for a government equity stake in their first home, the upcoming Renters Rights Act and Sadiq Khan's new enforcement fund targeting rogue landlords, plus the latest data on London's deepening housing supply crisis. If you own, invest or rent in London, this is an essential briefing.The London Property Podcast Hosted by Farnaz Fazaipour, londonproperty.co.ukIndependent intelligence for serious London property owners and investors.Every episode cuts through the noise with 30 years of prime London market experience  no estate agent spin, no vested interests. Just practical insight on where the market is moving, what the legislation means for your wealth, and where the real opportunities are.Trusted by 1,500 HNWI members across the UK and internationally.Topics include prime and super-prime London, leasehold reform, IHT planning, rental market shifts, regeneration areas, and the tax and legal changes every serious owner needs to understand. #LondonProperty #PropertyInvestment #LondonRealEstate 

RTÉ - Drivetime
Where do the political parties stand on inheritance tax?

RTÉ - Drivetime

Play Episode Listen Later Mar 30, 2026 10:37


Report from Barry Lenihan

The Pension Confident Podcast
E48: Are you ready for the 'great wealth transfer'? With Niaz Azad, Annaliese Barber, and Dan Stean

The Pension Confident Podcast

Play Episode Listen Later Mar 29, 2026 29:24


Enjoying the podcast? Tell us what you think below and give us a review or rating. As always we'd love to hear your suggestions and feedback. Send us an email: podcast@pensionbee.com.   Did you know that over the next 30 years, Baby Boomers are expected to pass down an astonishing £5.5 trillion in assets? It's being called one of the largest movements of wealth in British history. So are you ready for the 'great wealth transfer'? Many Millennials are facing tough financial challenges - with lingering student loans, high rent or mortgage costs and expensive childcare. A wealth transfer could be transformative for this generation. But here's the catch: without proper estate and financial planning, many families could face hefty tax bills. And from April next year, pensions will be included in estates for Inheritance Tax purposes, which could push that tax bill much higher! Join our host, Philippa Lamb, and our expert panel as they discuss the 'great wealth transfer': Co-Founder of Millennial Money UK, Niaz Azad; Solicitor and Director at Richard Reed Solicitors, Annaliese Barber; and Senior Performance Management Manager at PensionBee; Dan Stean.   Episode breakdown 01:55 Planning for an inheritance 03:58 Generational divide between Baby Boomers and Millennials 07:27 From meritocracy, to inheritocracy 10:50 Inheritance Tax (IHT) basics and thresholds 15:07 Wills matter, even when young 18:37 Estate planning conversations create clarity 21:03 Gifting rules and pitfalls 23:56 When family dynamics and money collide   Further reading and listening To learn more about intergenerational wealth, check out these articles and podcasts from PensionBee: E20: What to do when someone dies (Podcast) E28: The Bank of Mum and Dad - what's the impact on your pension? (Podcast) Estate planning - PensionBee's Milestone Moments (YouTube) Pension beneficiaries (Article) Pension rules after death (Article) Inheritance Tax guide (Article) What to do with inheritance money? (Blog) Six money conversations you need to have with your family (Blog) Writing a will (Article)   Other useful resources 3 million pensioner millionaires (The Intergenerational Foundation) Busting the "wealthy boomers" myth (Centre for Ageing Better) British millennials still bearing scars of 2008 financial crisis, says research (The Guardian) Check who can apply for probate and inherit if someone dies without a will (GOV.UK) How do I write a will and how much does it cost? (MoneyHelper) Inheritance Tax rules on gifts (MoneyHelper) Setting up a trust fund (MoneyHelper)   Catch up on the latest news, read our transcripts or watch on YouTube: The Pension Confident Podcast The Pension Confident Podcast on YouTube   Follow PensionBee (@PensionBee) on TikTok, YouTube, Instagram, LinkedIn, Facebook, X and Threads. Follow Millennial Money UK (@MillMoneyUK) on TikTok, YouTube, Instagram, LinkedIn, Facebook and X. Follow Richard Reed Solicitors (@richardreedsolicitors) on Instagram, LinkedIn and Facebook.

Kerry Today
Minister Norma Foley on Fuel Excise Duty Cuts, Inheritance Tax – March 25th, 2026

Kerry Today

Play Episode Listen Later Mar 25, 2026


Over The Farm Gate
Farmers take Government to the High Court

Over The Farm Gate

Play Episode Listen Later Mar 24, 2026 25:10


Following last week's judicial review into the changes to Inheritance Tax, the Farmers Guardian news team discuss the case and what it means. We hear from Jane Thynne who was reporting in the court room, alongside claimant and farmer Tom Martin, Shadow Defra Secretary Victoria Atkins and businessman Steve Perez.Message us

Kerry Today
“There’s Always a Cost for Equality”: ‘End Discrimination in Inheritance Tax’ Campaign Group – March 20th, 2026

Kerry Today

Play Episode Listen Later Mar 20, 2026


WealthTalk
Pooling Family Assets For Massive Benefit

WealthTalk

Play Episode Listen Later Mar 11, 2026 41:37


Key Topics Covered: 1. Why Pooling Is a Missing Mindset in Financial Planning Most financial advice is built around the nuclear family unit, not the wider family tree. Families often manage money in isolated silos, which benefits institutions more than the family. Pooling is framed as efficiency and joined up planning, not “taking someone's money”. 2. Pooling Cash: Better Rates, Lower Risk, and Less Bank Dependence Technology platforms can provide access to better savings rates and multiple banking options. Spreading cash across institutions reduces the risk of a single point of banking failure. Many people stay with the same bank for decades and miss better returns and protections. 3. Pooling Investments: Aggregating Platforms to Cut Fees Stock market investing is now largely platform based, and platform fees are often percentage based. By aggregating family pots, it may be possible to reduce platform fees across the whole family. The compound impact of fee savings over time can be enormous, especially as portfolios grow. 4. What a SSAS Is and Why It's Different SSAS is described as a pension that operates more like a business: entrepreneurial and flexible. It can invest in many asset types beyond the stock market, including commercial property and more. It is multi person and multi generational, allowing family members to pool pension pots. 5. SSAS Pooling Benefits: Activity Based Fees and Tax Deductible Costs SSAS fees are based more on activity than value, unlike many platforms that charge by percentage. SSAS running costs can be tax deductible expenses for the business paying them. This can mean a larger SSAS can cost less to run than a smaller conventional pension. 6. Who Can Join a SSAS and How Big It Can Be A SSAS can include up to 11 members in total (you plus 10 others). Members must be genuinely connected, commonly spouses, adult children, or wider family. More families are now exploring bringing children into pension structures earlier. 7. Inheritance Tax Planning Inside SSAS: Earmarking Earmarking allows families to assign higher growth assets to children and lower growth assets to parents. This can accelerate children's pension growth while slowing the parents' pension growth. A smaller parent pot can reduce the inheritance tax exposure when pensions are included from 2027. 8. Inheritance Tax Planning Inside SSAS: Loanback SSAS loanback allows business owners to borrow from their own pension into their company. Loans can be up to 50 percent of the SSAS value and must be secured under the rules. The interest rate can be far lower than commercial borrowing, potentially saving tens of thousands in fees. If the company is structured with next generation shareholders, profits can accumulate outside the parents' IHT problem. 9. Pooling Wisdom and Documents: Preparing the Next Generation Families should involve adult children sooner so they understand what exists and why it matters. A digital vault can pool documents, passwords, and key financial information securely in one place. Physical originals (like wills) should also be stored in a fireproof, waterproof container. Pooling memories and family stories can be part of the vault too, strengthening legacy beyond money. Actionable Takeaways Review where your family is paying percentage based platform fees and explore whether aggregation could reduce them. Audit cash holdings and consider spreading across institutions to improve rates and reduce risk. If you are a business owner with pensions, explore whether a SSAS could reduce costs and increase flexibility. Learn the SSAS tools that matter for 2027 planning: earmarking and loanback. Bring adult children into the conversation early so wealth transfer includes competence, not confusion. Create an ICE file and a digital vault so your family knows where everything is in an emergency. Resources & Next Steps WealthBuilders Membership: wealthbuilders.co.uk/membership Family Wealth Fortress: wealthbuilders.co.uk/fortress Download our FREE Pensions and Inheritance Tax Guide WealthBuilders Membership: Free access to guides, webinars, and community Connect with Us: Listen on Spotify, Apple Podcasts, YouTube, and all major platforms. Next Steps On Your WealthBuilding Journey:   Join the WealthBuilders Facebook Community Schedule a 1:1 call with one of our team Become a member of WealthBuilders If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

Farming Today
11/03/2026 Inheritance tax for tenant farmers, young farmer training, sewage sludge

Farming Today

Play Episode Listen Later Mar 11, 2026 13:50


It's less than a month before the new inheritance tax comes in for farmers, and the Government's Finance Bill reaching the report stage is a last chance for any amendments to be considered. After a Government u-turn at the end of the year, the tax threshold was increased, but there are concerns the policy still doesn't give Tenant Farmers, who don't own their land, the same advantage. The Tenant Farmers Association share their concerns. A farm vets practise in Gloucestershire is offering free workshops for Young Farmers groups to spend time with their vets asking questions and taking part in practical workshops. Marie Lennon went to Tyndale Vets for one of the sessions. For decades, farmers have used sewage sludge, or bio solids as fertiliser. That's the waste that comes from us after it's been cleaned up in water treatment plants. Compared to imported artificial fertiliser, its very cheap - it can even be free. But there's concern that sewage-derived fertiliser may contain microplastics, pharmaceuticals and some so-called forever chemicals. The government is proposing to tighten the rules on using sewage sludge on farmland Scotland introduced tighter rules a few months ago – and Wales is also looking to reform. Tom Heap reports.Presented by Anna Hill and produced by Marie Lennon

The Bunker
Inheritance Tax – Is everything we know about “Britain's most hated tax” wrong?

The Bunker

Play Episode Listen Later Mar 10, 2026 32:20


Read any paper to the right of The Guardian and you'll see furious condemnation of “tax raids” on “grieving families”, and a Labour plot to destroy the Middle Class and farmers via the “hated” inheritance tax “trap”. Yet IHT makes up only 0.7% of Government revenue and fewer than 5% of people leave enough to be subject to it. Why is Britain neurotic about a tax that so few pay? And with huge inheritances and the Bank of Mum and Dad creating a two-tier society of those with family wealth and those without, should we want to increase IHT not cut it?  Senior fund manager Dan Kemp looked after $350bn in assets at the finance giant Morningstar, and now runs a new company, Portfolio Thinking. He tells Andrew Harrison why even he thinks simply cutting inheritance tax is a bad idea.  www.patreon.com/bunkercast  Written and presented by Andrew Harrison. Producer: Liam Tait. Audio production: Simon Williams. Music by Kenny Dickinson. Artwork by James Parrett. Managing Editor: Jacob Jarvis. Group Editor: Andrew Harrison. THE BUNKER is a Podmasters Production. www.podmasters.co.uk  Learn more about your ad choices. Visit podcastchoices.com/adchoices

Always An Expat with Richard Taylor
76. Self-Invested Personal Pensions and Inheritance Tax: Why UK Pensions Are Moving Inside the IHT Net and Why You Don't Need to Panic

Always An Expat with Richard Taylor

Play Episode Listen Later Mar 5, 2026 43:45


In an era of political turmoil, rapid technological change, and shifting tax rules, internationally minded investors, especially expats, face a landscape that feels more uncertain than ever. Yet within that uncertainty are clear, practical steps you can take to protect your wealth, manage risk, and live well. When you're a British expat or US-connected family navigating dual tax UK and US rules, even small misunderstandings can lead to outsized financial consequences. The difference between confident decision-making and costly mistakes often comes down to working with the right international advisor and having a clear long-term plan.   In this episode of Expat Wealth, Richard Taylor – dual UK/US citizen and Chartered Financial Planner – is joined by James Boyle – Lead Financial Planner at Plan First Wealth to unpack the real-world financial conversations happening behind the scenes with globally mobile families. As technology evolves and more people turn to artificial intelligence for quick answers, it's becoming easier to find information, but harder to interpret it correctly. Tax language is nuanced. American tax reporting rules can carry severe penalties if misunderstood. For anyone moving to the US, moving to America, or building wealth while living internationally, context matters just as much as the rule itself.   You'll hear insights on:   The Supreme Court's recent ruling on Trump-era tariffs, the political fallout, and what all the uncertainty means for markets.   Growing anxiety around AI – shifting from pure optimism to a more mixed, sometimes fearful outlook – and how to stay invested and optimistic despite the noise.   Why the US is still likely to be the key engine for monetizing AI and human ingenuity, and why global diversification is still non‑negotiable.   A deep dive into the upcoming UK inheritance tax (IHT) changes on pensions (including SIPPs) from April 2027, and the potential strategy of using non‑UK situs assets (e.g., US ETFs) within Self-Invested Personal Pensions (SIPP).   --   Expat Wealth is supported by Plan First Wealth. Plan First Wealth is a Registered Investment Advisor serving fellow expatriates and immigrants living across the US on matters such as retirement planning, investment management, tax planning and non-US asset management.   https://planfirstwealth.com/   --   Expat Wealth is affiliated with Plan First Wealth LLC, an SEC registered investment advisor. The views and opinions expressed in this program are those of the speakers and do not necessarily reflect the views or positions of Plan First Wealth.    Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Plan First Wealth does not provide any tax and/or legal advice and strongly recommends that listeners seek their own advice in these areas.   ABOUT RICHARD: Richard Taylor is a British expat, dual citizen (UK & US). Originally from Bolton, he now lives in Greenwich, CT, where Plan First Wealth has its head office. As the firm's leader, Richard launched Taylor & Taylor, now Plan First Wealth, and continues to fuel the firm's growth. Richard is a Chartered Financial Planner (UK – CII) in addition to holding the IMC (CFA UK) and Series 65 (US – FINRA). Connect with Richard on LinkedIn

Ask Martin Lewis Podcast
Inheritance tax masterclass: how much is due & smart ways to reduce it! Energy price spike – what it really means

Ask Martin Lewis Podcast

Play Episode Listen Later Mar 5, 2026 65:36


The big topic for Martin this week is inheritance tax, he explains how inheritance tax works and goes through all the practicals on how much you can leave before its taxed.... Why marriage is the biggest way to reduce inheritance tax... The change that means pensions will soon have inheritance tax on them... all the gift rules you can utilise and far more.The podcast features key updates on car finance mis-selling, and what the spike in energy prices due to the conflict in the middle east really means for what you'll pay.And then of course there's Mastermind, if a shop misprices an item, can you force them to sell it to you at that amount? If you want to ask Martin a question, you now can! His Question Time podcast lets you ask Martin absolutely anything and everything (within reason!) – so if you've always wanted to know what colour his eyes are, what he's planning to do in his eventual retirement, or have a very complicated question about your personal finances, email it to MartinLewisPodcast@bbc.co.uk.

Cork's 96fm Opinion Line
Inheritance Tax Campaign

Cork's 96fm Opinion Line

Play Episode Listen Later Feb 25, 2026 13:03


“End the Discrimination”: James Sexton The Fight to Reform Ireland's Inheritance Tax Hosted on Acast. See acast.com/privacy for more information.

Cork's 96fm Opinion Line
2026-02-25 Inheritance Tax, Get me home to hospital, What's in Damo's box & more

Cork's 96fm Opinion Line

Play Episode Listen Later Feb 25, 2026 139:53


Inheritance tax - if your auntie leaves you a house - prepare for a ridiculous tax bill... John is in the Philippines - can we help him to get back home for urgent cancer treatment..Damo opens his popup parcel - not bad, in fairness & more Hosted on Acast. See acast.com/privacy for more information.

The Money Cafe with Kirby and Kohler
Inheritance tax: Has something changed?

The Money Cafe with Kirby and Kohler

Play Episode Listen Later Feb 19, 2026 29:39 Transcription Available


More investors are coming to realise that inherited super is taxed at 17 per cent, but the government has stirred a hornet's nest in adding a de facto death tax into the new super tax legislation. What to do? Hugh Robertson of Centaur Financial joins Associate Editor James Kirby in this episode. In today's show, we cover: Inheritance tax changes : What you need to know Understanding your super caps for the year ahead How the kids raise your Medicare Levy Surcharge Dealing with overseas shares and ETFs See omnystudio.com/listener for privacy information.

Always An Expat with Richard Taylor
73. UK Pension and Inheritance Tax: What Legislative Changes in 2027 Mean for British-Connected Expats Abroad

Always An Expat with Richard Taylor

Play Episode Listen Later Feb 12, 2026 35:44


Changes are coming to UK inheritance tax legislation. From April 2027, many expats with UK Self-Invested Personal Pensions (SIPPs) could face a 40% UK inheritance tax hit on pension values above the £325,000 nil-rate band, but the way the new rules are drafted may allow non-long-term UK residents to structure their SIPPs so that non-UK underlying assets sit outside the UK inheritance tax net.    Richard Taylor, dual UK/US citizen and Chartered Financial Planner, is joined by Tobias Gleed-Owen, Senior Associate at Birketts, to discuss the upcoming changes to SIPPs and inheritance tax. This episode of Expat Wealth explores how UK expats, or future recipients of a UK inheritance or pension, can prepare for the April 2027 changes. Richard and Tobias unpack how the draft UK rules will treat pensions for inheritance tax, why the position most people have assumed is likely wrong, and how looking through to the underlying investments in an SIPP may keep large portions of a UK pension outside the UK inheritance tax net.    In this episode, Richard and Tobias take a detailed look at:    The big picture: An overview of the 2027 UK inheritance tax change on pensions.    Practical planning opportunities: How to structure or restructure your SIPP investments.    What to do if you have an old defined benefit pension.    Pension Commencement Lump Sums: Whether or not the UK 25% “tax-free lump sum” is tax-free in the US.     --    Expat Wealth is supported by Plan First Wealth. Plan First Wealth is a Registered Investment Advisor serving fellow expatriates and immigrants living across the US on matters such as retirement planning, investment management, tax planning and non-US asset management.    https://planfirstwealth.com/    --    Expat Wealth is affiliated with Plan First Wealth LLC, an SEC registered investment advisor. The views and opinions expressed in this program are those of the speakers and do not necessarily reflect the views or positions of Plan First Wealth.      Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Plan First Wealth does not provide any tax and/or legal advice and strongly recommends that listeners seek their own advice in these areas. 

Money Box
Money Box Live: Inheritance Tax

Money Box

Play Episode Listen Later Feb 11, 2026 28:29


There's a topic that often appears in the Money Box inbox, inheritance tax.It's money paid by the estate of someone once they die, as long as the total value of all their property, possessions, cash and soon pensions are worth more than a fixed threshold set by the government.At the moment Government figures say just 5% of estates actually pay the tax, so relatively low, but there are changes coming in this year and next which could increase that number.Questions around who pays it and how much it is as well as the rules around passing on wealth to loved ones are never far away from the top of our in tray. So, today we'll answer as many as we can.Joining presenter Felicity Hannah this week is Clare Moffat, pension and tax specialist at the mutual life, pensions and investment company Royal London and Nina Sperring, wealth protection solicitor and partner at the law firm Price, Slater, Gawne.Presenter: Felicity Hannah Producer: Sarah Rogers Editor: Jess Quayle Senior News Editor: Sara Wadeson(This episode was first broadcast at 3pm on Wednesday the 14th of January 2026)

Nikkei Asia News Roundup with Jada and Brian
#103(2026.2.6)“Lofty inheritance tax forces South Koreans to sell homes and move abroad”

Nikkei Asia News Roundup with Jada and Brian

Play Episode Listen Later Feb 6, 2026 11:55


Uploaded every Friday, Nikkei Asia News Roundup delivers a collection of articles from Nikkei's English language media, Nikkei Asia. ・A selection of news headlines ・A glimpse into a notable story for deeper understanding ・A highlight of our best stories Today we focus on:"Lofty inheritance tax forces South Koreans to sell homes and move abroad" ・You can read more at: https://asia.nikkei.com/Spotlight/Podcast/Podcast-News-Roundup

The Farmers Weekly Podcast
Judge orders review of inheritance tax, beef & dairy licence to farm, cereal yields & YEN future

The Farmers Weekly Podcast

Play Episode Listen Later Feb 2, 2026 52:25


Did the government break its own rules when it imposed inheritance tax on farmers? The High Court orders an urgent two-day judicial review of the Chancellor’s plans to hit family-owned businesses with death duties. Beef and dairy producers could have to pay a licence to farm – we find out what buying an environmental permit could mean for your farm business. And we meet the arable growers achieving amazing yields – and examine what the future holds for the Yield Enhancement Network. This episode of the Farmers Weekly Podcast is co-hosted by Johann Tasker, Louise Impey and Hugh Broom. Edited and produced by Johann Tasker. Contact or follow Johann: linkedin.com/in/johanntasker/ Contact or follow Louise: linkedin.com/in/louise-impey-95470b20b/ Contact or follow Hugh: linkedin.com/in/hugh-broom-9b11906a/ For Farmers Weekly, visit fwi.co.uk or follow linkedin.com/company/farmers-weekly To contact the Farmers Weekly Podcast, email podcast@fwi.co.uk. In the UK, you can also text the word FARM followed by your message to 88 44 0.See omnystudio.com/listener for privacy information.

Meet the Farmers
Big Debate bonus - 'Ask the Legal Expert' - Inheritance Tax, Succession and Land Sales

Meet the Farmers

Play Episode Listen Later Jan 30, 2026 27:57


In this bonus of Meet the Farmers: The Big Debate, host Ally Hunter Blair puts listeners' questions to legal experts Chris Coupland and Annabelle Rout from Birketts LLP to discuss critical topics surrounding inheritance tax, succession planning, and land sales. The conversation emphasizes the importance of wills, lasting powers of attorney, and trusts, while also addressing the complexities of fair inheritance among family members. They provide insights into the impact of development on agricultural land value and the challenges of land valuation in the context of inheritance tax. Throughout the discussion, the significance of communication within families is highlighted as a key factor in successful succession planning. 

All Things Money Podcast
How to Legally Avoid Inheritance Tax

All Things Money Podcast

Play Episode Listen Later Jan 26, 2026 30:04


Inheritance tax, ANOTHER tax we have to pay… But what actually is inheritance tax and how does it work?Well, to help me delve into what inheritance tax is, and all the legal ways we can avoid paying it, I am joined with Joe Akik, a qualified financial advisor!Want to level up your finances in 2026? Book a 1:1 Money Power Hour with me ⁠⁠here⁠⁠.For more All Things Money, make sure you give us a follow on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and sign up for our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠monthly newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠!Fancy supporting the podcast? You can do so ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

The Farmers Weekly Podcast
Should we continue campaign against inheritance tax? Can the government win back farmers' trust? First details on relaunched Sustainable Farming Incentive, & New Year Honours for farming

The Farmers Weekly Podcast

Play Episode Listen Later Jan 9, 2026 47:48


Can the government really win back farmers' trust in 2026? Or is it a bridge too far? Defra secretary Emma Reynolds uses the Oxford Farming Conference to set out her vision for the relaunched Sustainable Farming Incentive. After the Treasury's partial climbdown on inheritance tax, should we continue campaigning for further concessions? And we take a look at the New Year Honours for farming. This episode of the Farmers Weekly Podcast is co-hosted by Johann Tasker, Louise Impey and Hugh Broom. Edited and produced by Johann Tasker. Contact or follow Johann: linkedin.com/in/johanntasker/ Contact or follow Louise: linkedin.com/in/louise-impey-95470b20b/ Contact or follow Hugh: linkedin.com/in/hugh-broom-9b11906a/ For Farmers Weekly, visit fwi.co.uk or follow linkedin.com/company/farmers-weekly To contact the Farmers Weekly Podcast, email podcast@fwi.co.uk. In the UK, you can also text the word FARM followed by your message to 88 44 0.See omnystudio.com/listener for privacy information.

Capitalisn't
How To Fix The American Tax System - ft. Ray Madoff

Capitalisn't

Play Episode Listen Later Jan 6, 2026 54:46


Is the American tax code a fair engine for growth, or a "second estate" where the rich choose whether or not to pay? We are often told that the top 1% of earners already pay 40% of all taxes, while nearly half of Americans pay nothing at all. Legal scholar Ray Madoff argues that this statistic is a deliberate "bait-and-switch" designed to confuse the public. The reality is that the truly rich often have little to no income to tax, living instead on borrowed gains and tax-free inheritances.In this episode, Madoff joins Luigi Zingales and Bethany McLean to discuss her new book "The Second Estate: How The Tax Code Made An American Aristocracy" covering how and why our current tax system allowed the ultra-wealthy to opt out altogether. She argues that to fix the system, we shouldn't just raise rates, we need to bring inheritances and investment gains directly into the income tax system and eliminate the "cover" provided by a broken estate tax.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Farming Today
16/12/2025 MPs challenge prime minister about inheritance tax, planning and green belt, restoring rural buildings

Farming Today

Play Episode Listen Later Dec 16, 2025 14:00


The Prime Minister has told a select committee he is aware of the pressure farmers are facing because of the government's plan to reimpose inheritance tax on them. However, despite close questioning from his own MPs, he made no commitment to change. Sir Kier Starmer was in front of the Liaison Committee which is made up of all the Chairs of the House of Commons Select Committees, who head up investigations into government departments. The countryside charity the CPRE, says it's concerned that most new housing is being built on green-field sites. It fears the government will create urban sprawl as it tries to fulfil its manifesto pledge to build 1.5 million new homes over the course of the next parliament.All week on Farming Today we're talking about the rural heritage buildings that make up our countryside, everything from old farm barns to country mansions. All of these buildings will need maintenance and repair, but there's only one centre in the UK teaching NVQ Level 3 qualifications, in Heritage Construction skills. We visit the Tywi Centre in Carmarthenshire,.Presenter = Anna Hill Producer = Rebecca Rooney

Farming Today
04/12/25 Inheritance Tax, Drought, Cider

Farming Today

Play Episode Listen Later Dec 4, 2025 13:59


A group of Labour MPs with rural consitituancies have urged the Government to think again on Inheritance Tax Changes, with some abstaining on a Commons vote on the issue earlier this week. This is the ongoing row over the Government's plan to re-impose inheritance tax on farming and business assets over a million pounds, which was introduced in last year's budget and is due to take effect from April next year. Ministers insist the plan is fair and say its time to move on. The cost to arable farmers of this year's summer drought has been estimated to be £828 million. The think tank the Energy and Climate Intelligence Unit says farmers will lose the income as a result of what it says is the second worst UK harvest on record, where crops were hit by a very hot spring and summer as well as the resulting lack of water. A pioneering project to help the crews on fishing boats manage the unpredictability of their earnings has been launched in Cornwall. Weather conditions, fuel prices and market demand can mean that one week crews will earn, but the next they won't, making budgeting tricky.  Citizens Advice Cornwall says its led to problems - which is why, along with other local groups, it's set up Net Savings, a government backed collaboration to help fishing crews with financial advice. And as part of our week-long look at winter jobs on farm, we meet a cider apple farmer who'll be tending his trees throughout the season. Presented by Charlotte Smith and produced by Sally Challoner.

The Mobility Standard
Swiss Voters Overwhelmingly Reject 50% Inheritance Tax

The Mobility Standard

Play Episode Listen Later Dec 1, 2025 3:23


A climate tax targeting billionaires crashed hard at the Swiss ballot, upholding a national trend of rejecting proposals that threaten Switzerland's wealth haven status.View the full article here.Subscribe to the IMI Daily newsletter here. 

Farming Today
29/11/25 Farming Today This Week: Farmer protests over the budget and inheritance tax, agriculture course suspended, dairy

Farming Today

Play Episode Listen Later Nov 29, 2025 24:32


Farmers were in London again to protest about the re-imposition of inheritance tax on farming and business assets of more than £1 million, something announced last year. In her budget, the Chancellor made a change to transferring inheritance tax allowances between spouses, but farmers said it wasn't enough.Presented by Charlotte Smith and produced by Beatrice Fenton.

Farming Today
27/11/2025 Budget and inheritance tax, farmer protest

Farming Today

Play Episode Listen Later Nov 27, 2025 13:39


Farmers were in London again to protest about the re-imposition of inheritance tax on farming and business assets of more than a million pounds - something announced last year. In her budget, the Chancellor made a change to transferring inheritance tax allowances between spouses, but farmers said it wasn't enough. Presenter = Charlotte Smith Producer = Rebecca Rooney

WealthTalk
2027 Inheritance Tax & Pensions Shake Up: Everything You Need to Know

WealthTalk

Play Episode Listen Later Nov 26, 2025 75:25


Key Topics Covered:1. What Changes in April 2027Unused pensions will count towards inheritance tax.Anything above the tax-free limit may be taxed at 40%.More families will be affected due to frozen allowances.2. Executors, Lost Pensions and Hidden TrapsNew burdens and risks for executors who must locate and report all pensions.The scale of “lost pensions” and how to track them down.When to consider consolidating multiple pots and when to seek advice.3. Income vs Capital and Smart GiftingIHT as a tax on capital, not income.Annual allowances, the 7‑year rule and “gifts with reservation”.How gifts out of surplus income can be unlimited and IHT‑free if well documented.4. Pensions, Annuities and Who's AffectedWhich pensions are not treated as capital (state, final salary, annuities).Which are caught by the new rules (personal pensions, SIPPs, SSAS, DC workplace schemes).Pros and cons of using annuities to swap capital for income.5. SSAS Pensions and Multi‑Generational PlanningWhat a SSAS is and who can qualify (limited company owners).Using SSAS to consolidate pots, invest entrepreneurially and involve adult children.Strategies like contributions for children, earmarking and loanback to shift value down the bloodline.6. Life Cover, Wills and the Family Wealth FortressWhy life insurance should be written in trust to avoid swelling your estate.Using whole‑of‑life, second‑death cover to fund an inevitable IHT bill.The basics everyone should have in place: will, LPAs, and an annual “estate stock take”.Actionable Takeaways:Assume the 2027 rules will affect you if you have pensions and other assets – start planning now.Calculate your current estate and repeat annually to see how close you are to IHT thresholds.Trace and tidy up old pensions; don't leave a mess for your executors.Learn the difference between gifting capital and gifting surplus income – and document income gifts carefully.Review life cover and trusts; consider SSAS if you're a business owner wanting to build and pass on wealth efficiently.Resources & Next Steps:Join the Waitlist and Get Your Free Inheritance Tax & Pensions Guide - Be the first to receive this essential guide as soon as it's readyWealthBuilders Membership: Free access to guides, webinars, and communityConnect with Us:Listen on Spotify, Apple Podcasts, YouTube, and all major platforms.Next Steps On Your WealthBuilding Journey:  Join the WealthBuilders Facebook CommunitySchedule a 1:1 call with one of our teamBecome a member of WealthBuildersIf you have been enjoying listening to WealthTalk - Please Leave Us A Review!

Money Box
Infected Blood Compensation and Standing Charges

Money Box

Play Episode Listen Later Nov 22, 2025 25:01


Lawyers acting for victims of the infected blood scandal have written to the Chancellor demanding urgent action to avoid families and loved ones having to pay £100,000s in tax. The government has previously said compensation payments would not be subject to Inheritance Tax. But with around 3,000 victims having already died they say a change in the rules is needed to avoid their loved ones facing huge tax bills. The Treasury says it's "considering" the issue and a decision will be made at the Budget.Plans to reform standing charges for gas and electricity "will not work" and should be scrapped, the trade body for the energy industry Energy UK has told Money Box. Standing charges are the fixed daily cost that households pay just to be connect to electricity or gas supply. They rose sharply this month to an average £320 a year - more than £6 a week - a cost you must pay before you turn on a light or cook your dinner. Suppliers say they cover the cost of providing and maintaining the supply. However, the energy regulator Ofgem is considering proposals to offer all customers a reduced standing charge, but at the cost of paying more for the electricity and gas they actually use. It says that will increase choice for consumers but Energy UK wants them to rethink the proposal.How much will benefits rise in April?And with one month to go, what would you like to know ahead of the Autumn Budget?Presenter: Paul Lewis Reporters: Dan Whitworth and Jo Krasner Researcher: Eimear Devlin Editor: Jess Quayle Senior News Editor: Sara Wadeson(First broadcast at 12pm on Saturday 25th October 2025)

Farming Today
18/11/25 Inheritance Tax a year on from farmers' rally, soy in animal feed, lanolin protein

Farming Today

Play Episode Listen Later Nov 18, 2025 14:02


A year on from a big farmers' rally in Whitehall, farmers again travel to London to lobby MPs about inheritance tax. As COP 30 continues in Brazil, we look at imports of South American soy and its use for animal feed on UK farms. Brazil has a moratorium on cutting down rainforest to allow farmers to plant soya, but there's concern that pressure from big-business could reverse that protection. We speak to the Agricultural Industries Confederation.A Welsh entrepreneur is working on an alternative source of protein - lanolin from sheep wool. She came up with the idea after meeting a shrimp farmer who fed the grease to his shellfish.Presenter: Anna Hill Producer: Rebecca Rooney

Farming Today
13/11/25 MPs call for inheritance tax impact assessment in Wales, mycelium as insulation, Guernsey cider

Farming Today

Play Episode Listen Later Nov 13, 2025 14:01


A report by the House of Commons' Welsh Affairs Committee is calling for the Government's inheritance tax on farmers to be halted, because it says the tax will have a detrimental impact on Welsh farming, which is intrinsic to the Welsh economy. How about turning fungi roots into building materials? It may sound a bit strange but its already happening - in laboratories, and in commercial enterprises too.This year's apple harvest has been a bumper one, but with a small orchard on a small landmass, the family producing cider on Guernsey have had to find a creative way to supplement their crop. Presented by Anna Hill and produced by Beatrice Fenton.

Modern Mindset with Adam Cox
556 - Inheritance Tax Expert on Reeves' incoming Inheritance changes

Modern Mindset with Adam Cox

Play Episode Listen Later Oct 23, 2025 17:27


Rory McGowan speaks to Founder of The Level Group George Williamson about new research that sheds light on the UK's relationship with inheritance, and how over 1 in 3 people are financially depended on that money right now. They talk about how family farms and pensions may be hit by the proposed inheritance tax changes presumed to be in the next UK budget and how that'll impact families across the UK, using data to back up what many Brits' response will be to try and protect their family's money, once their older family members pass away.

Farming Today
18/10/25 Farming Today This Week: No U-turn on farm inheritance tax, environmental scheme extension "too late", farming in Gaza

Farming Today

Play Episode Listen Later Oct 18, 2025 24:57


There will be no U-turn on the Government's plans for inheritance tax for farmers, according to the Farming Minister. Dame Angela Eagle says planned changes will go ahead in next month's budget, in spite of press reports to the contrary."Too little too late", that's what we're hearing from some farmers who've already ploughed up and planted fields that were being farmed for nature. They say this is because the Government took too long to come up with an extension to their environmental funding.Red Tractor, the UK's largest farm assurance scheme, has had a TV advert banned by the Advertising Standards Authority. The watchdog says the advert exaggerated the environmental credentials of the scheme and misled customers.Presented by Charlotte Smith and produced by Beatrice Fenton.

Farming Today
17/10/25 Farming minister on sustainable farming scheme and inheritance tax. Council farms in Cornwall.

Farming Today

Play Episode Listen Later Oct 17, 2025 14:05


There will be no U-turn on the government's plans for inheritance tax for farmers, according to the Farming Minister. Dame Angela Eagle says planned changes will go ahead in next month's budget, in spite of press reports to the contrary. We also ask her about the Sustainable Farming Incentive. Some farmers are furious because they say the latest scheme, which has only just opened, comes far too late for those farmers who were looking for a replacement for agreements under a previous agri-environment scheme, the Countryside Stewardship scheme, which ends on 31st December.Several councils in England and Wales are carrying out reviews of their farm estates at the moment, including Powys, Dorset and Cornwall and all week we've been reporting on the issues affecting farms owned by councils. According to the CPRE, the countryside charity, there were 6,700 individual council holdings back in the 1980s, but that number has shrunk by almost two thirds, down to fewer than 2,300 now. Today we hear from a livestock farmer in Cornwall who's concerned about what could happen once Cornwall Council's consultation comes to an end.Nearly a quarter of a million trees have been planted across the Outer Hebrides as part of the ‘Western Isles Croft Woodland Project'. It aims to create a mosaic of small woodlands on under-used crofts.

The Brian Keane Podcast
#557: Financial Planner Paul A. Overy on Wealth Accumulation, Tricks Of The Rich and Minimising Inheritance Tax in Ireland!

The Brian Keane Podcast

Play Episode Listen Later Oct 6, 2025 59:29


Paul A.Overy from Ask About Wealth is a financial planner.  He helps high earners keep and grow their wealth. In today's show, we go through how the average Irish person can grow their wealth. We cover everything from optimising your retirement fund, the secrets the wealth know that the average person doesn't and how to minimise your tax (including inheritance tax) in Ireland. A wonderful episode with the host of one of my favourite podcasts. We recorded this podcast in person in Prymal studio in Dublin, so you can watch the full video on YouTube too.   Links: Today's podcast is sponsored by The Circle. To listen to our premium episode for Circle members, check out the Circle here. https://briankeanefitness.com/online-mastermind   (Website) Ask About Wealth - independent financial guidance for high earners and business owners in Ireland - tax reduction, planning, wealth management and investing, tailored to reduce taxes, grow wealth & protect your your future.   (Youtube)  Ask About Wealth - YouTube   (Facebook) www.facebook.com/askaboutwealth/   (Tiktok) www.tiktok.com/@askaboutwealth   (Instagram) Ask About Wealth (@ask.about.wealth) • Instagram photos and videos (Apple  podcast) Ask About Wealth - Podcast - Apple Podcasts   (Spotify) Ask About Wealth | Podcast on Spotify

Valuetainment
“You DON'T Have The Right To Inherit” - Liberal Commentator DEMANDS 100% Inheritance Tax

Valuetainment

Play Episode Listen Later Aug 26, 2025 10:16


LBC host Lewis Goodall sparks outrage by suggesting a 100% inheritance tax to end wealth inequality. The PBD Podcast debates fairness, estate taxes, government overreach, and why punishing successful families could destroy incentives. Should children inherit or should the state take it all?

Pete Mundo - KCMO Talk Radio 103.7FM 710AM
Inheritance Tax Debate: The Government or the Family? | Mundo Clip 8-22-25

Pete Mundo - KCMO Talk Radio 103.7FM 710AM

Play Episode Listen Later Aug 22, 2025 18:48


Inheritance Tax Debate: The Government or the Family? | Mundo Clip 8-22-25See omnystudio.com/listener for privacy information.