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
32 episodes
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...
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Troubleshooting HR emergencies
Mel Page joins James to discuss her role in dealing with urgent HR matters and talks about how SME’s can prepare themselves for these business threats. Mel also talks through how SME’s should best structure their HR affairs and her top tips so ...
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The UK Tax environment for international businesses
James is joined by Lovewell Blake Managing Partner and International Tax expert Kevin Bunting to talk about the UK as a destination for operations. What regulatory and taxation factors need to be considered when starting up or operating in the ...
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Inheritance Tax Planning: The Do’s, Don’ts and Key Strategies
In this episode, James is re-joined by financial planning specialist Jon Matchett. Together Jon and James talk through key Inheritance Tax planning strategies from both a tax and financial planning perspective. This collaborative discussion ope...
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Workplace Pensions - are you getting the best value?
James is joined by Financial Planning specialist Will Gaines to discuss the world of workplace pensions including the key things to consider if you are an employer or employee plus the growing market of provider switches who are after better va...
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Top tips for Cloud Accounting
Cloud Accounting specialist Nathan Bowden joins James to talk over his recommendations for choosing the best cloud accounting provider and how to optimise your set up effectively. From small businesses being impacted by new MTD requirements to ...
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FRS 102 changes - What you need to know
Upcoming changes to UK Accounting Standards could have a big impact on the accounts of companies who lease assets. Sam Grimmer joins James to discuss how and when the updates are being introduced and the major impact these changes will have on ...
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Top tips for companies setting up in the UK
The things all international businesses need to consider when setting up and operating in the UK. James is joined by Lovewell Blake Senior Partner Simon Watson to talk through the compliance obligations and strategic planning opportunities when...
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Speak Up: The Time to Talk Day Special
Time to Talk Day is all about braving the big conversations around mental health. In this episode of Summing Up, Nathan Bowden joins James Shipp to explore mental health, men’s wellbeing, and the responsibilities employers carry in supporting t...
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Purchasing a Dental Practice - Everything you need to know
Richard Keeler joins James to continue discussions around Dentists and business structures. This time they cover the purchase of a dental practice, the key considerations, what to look for in a target practice and when the fit might not be righ...
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Limited Companies for Dentists
Richard Keeler re-joins James on the podcast for the second instalment aimed at Dentists and Dental Associates. This time James and Richard cover limited company structures, whether this is right for you and alternative ways of structuring a de...
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Budget 2025 implications for Business and Entrepreneurs
Sophie Spaul re-joins James to review the recent Budget form a business perspective. Much attention has been on the impact on individuals but there was more within the detail which will heavily impact business and entrepreneurs. Sophie and Jame...
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Family Farm Tax Explained: What the 2026 Inheritance Tax Changes Mean for Farmers
Ryan Lincoln returns to follow up discissions on the new Inheritance Tax rules for Farmers in what has been called the Family Farm Tax. There was no u-turn in the recent Budget so Farmers and business owners need to plan ahead urgently. James a...
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Becoming a Dental Associate: Your complete guide to Tax, Accounts and getting financially ready
James is joined by Dental accountant and Healthcare expert Richard Keeler to discuss the journey of Dentists into their first role as a Dental Associate. Becoming self employed can be a complex and challenging time and being financially prepare...
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Company Size Changes – Do I Still Need an Audit?
Audit specialist Abi Robinson re-joins James again to cover the upcoming changes to company size limits and how they affect the need for an audit.#Audit #Company #Companies #Finance #Podcast #Accountant #Auditor #Business #LB1858
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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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How Will the Budget Affect Me?
James is joined by Tax Specialist Sophie Spaul to discuss the upcoming Budget. With so much trepidation and concern about tax measures in this Budget we consider what is likely to be enacted and what needs to be done in advance to prepare. Jame...
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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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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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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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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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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...
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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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...
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...
