Summing Up - The official podcast from Lovewell Blake Chartered Accountants and Financial Planners!
Join Lovewell Blake Partner James Shipp as, each episode, he will be joined by a business leader, expert or specialist to break down the latest trends, insights and key developments in the world of finance, business and beyond. Whether you're a financial professional or just starting out in business, our expert insights and practical advice will help you navigate the complexities of the financial landscape. Tune in to hear us sum up the latest trends and essential knowledge to keep you ahead of the curve.
Summing Up - The official podcast from Lovewell Blake Chartered Accountants and Financial Planners!
Latest Episodes
Retirement Planning Made Simple: Pensions, Tax & Making Your Money Last
Join James Shipp and financial adviser Jon Matchett as they discuss the key aspects of retirement planning, from workplace pensions and retirement income options to tax-efficient withdrawals and state pension considerations. They explore how to...
How to structure Business, Director and Shareholder Protection polices effectively
James is re-joined by Will Gaines, Consultant at Lovewell Blake Financial Planning, to discuss smart use of protection policies. With good planning, life cover, critical illness and sickness policies can be structured tax efficiently with...
Football Finance 2 - PSR becomes SCR
Dom Smith rejoins James to explain the changes to the financial rules affecting English football clubs where Squad Cost Ratio requirements are replacing Profit and Sustainability Rules this summer. These financial requirements and penalties for...
Payrolling Benefits in Kind – The End of P11D’s
From April 2027 all Benefits in Kind provided by employers to their Directors or staff will be taxed very differently. James is joined by payroll specialist Jordan Guymer to consider the upcoming changes to the way Benefits are reported and wha...