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.
Episodes
16 episodes
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Should I buy my next car through my business?
Ed Passmore returns to the podcast to talk about Company Car tax planning. Covering electric and hybrid cars, new rules for vans and pickup trucks, upcoming changes to benefit in kind rates and how best to plan a new vehicles lease.
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35:55
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Focus on SME’s – Companies House changes
Ryan Lincoln re-joins James in the first of a mini series where James and Ryan discuss current issues affecting SME’s. In this episode the focus is on upcoming changes at Companies House including identity verification for shareholders, digital...
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20:58
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The Lovewell Blake Community Fund!
James is joined by Mat Waters from Lovewell Blakes Halesworth office to talk about the Lovewell Blake Community Fund. Aimed at small charities and clubs based in East Anglia this episode delves into the origins of the fund, how Mat and his coll...
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15:22
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Pensions Explained: Smart Retirement Planning and Tax Strategies
James is rejoined by Financial Adviser Jon Matchett to cover all things pension related. Starting with tax incentives for investing in pensions, how to structure your affairs efficiently and how will new Inheritance Tax rules impact strategy.&n...
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28:32
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Inheritance Tax, Trusts & CGT: The Ultimate Landlord Tax Strategy Guide
Ed Passmore is a Tax Partner at Lovewell Blake and specialises in advising Landlords. In this episode Ed joins James to talk about both the structural and tax aspects of running a successful property business with a particular emphasis on limit...
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29:58
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Football Finance Explained by Accountants: How Clubs Spend Big
Dom Smith returns to the podcast to talk about one of his passions – football finance. What are the different rules? How can some clubs appear to fall foul whereas others spend regularly, and what does it mean for your club? Dom and James dig i...
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31:46
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Making Tax Digital for Income Tax is coming!
From early 2026 smaller businesses and landlords will be required to report trading figures to HMRC electronically on a quarterly basis. Join the Lovewell Blake experts to understand who will be effected, what changes will be required and how t...
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12:41
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Internationally mobile workers - where should tax be paid?
Sadie Nicholls joins James again, this time to talk about international workers. Specifically Sadie considers which country tax is payable, how the social security rules don't always follow tax rules and what employers need to think about if yo...
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24:32
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Meet the Editor: Richard Porritt
In the first Business Leaders discussion James is joined by EDP Editor Richard Porritt to talk about the current state of the local economy, challenges in running one of the largest regional newspapers in the country and Richard’s personal jour...
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39:44
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Inheritance Tax on farms – should I take action?
Agriculture specialist Ryan Lincoln joins James to talk about the recently announced changes to Inheritance Tax for farms and businesses. With under a year to go until implementation, Ryan covers what is changing, what options are available and...
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25:17
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Worldwide Income and Gains: How to stay compliant with UK Tax law
James talks to Sadie Nicholls about UK resident taxpayers who may have undeclared overseas income. Often a UK tax disclosure is required even if no tax is due. Sadie guides us through the reporting and compliance obligations. #Inte...
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13:47
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R&D Tax relief – The system, pitfalls and how to maximise your claim
Research and Development activities can be expensive and time consuming but HMRC want to help. James is joined by Mary Schofield to discuss the R&D tax relief scheme and how innovative companies can benefit from enhanced tax relief. Mary pr...
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28:06
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Business Protection and what happens if...
James is joined by Financial Planning Specialist, Jon Matchett to talk about business protection policies and how structured planning can help deal with business risk, family earnings and facilitate business transitions should the worst happen....
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19:14
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Business Expenses – what can I claim?
James is joined by Shaun Davison to talk through the minefield that is business expenses. What can be claimed against business profits and how to treat costs which are not clearly business or personal. From company cars to workwear and uniforms...
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21:37
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Audit exemption and needing an audit for the first time
Abi Robinson joins James to talk all things audit. In this episode discussions cover what an audit is, tips for companies requiring an audit for the first time and opportunities for businesses who may no longer require an audit.
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14:04
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Limited v Sole Trader - How to structure a new business start-up
James Shipp is joined by Dom Smith to discuss the pros and cons of a limited company over other business structures such as sole trader, partnership and LLP. Considerations include risk, tax and cost and delve into the reasons why entrepreneurs...
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28:25