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
39 episodes
Companies House changes 2028: Will small companies have to publish profit and loss accounts?
From 2028, small companies will be required to file profit and loss accounts online with Companies House for the first time. But will those accounts be made public? In this episode, we break down the upcoming Companies House reforms, explain th...
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Why good bookkeeping matters: The foundation of business success
Accurate bookkeeping is more than just recording transactions. It's the foundation of informed business decisions, healthy cash flow, and long-term growth. In this episode, we explore the importance of financial record keeping, how bookkeeping ...
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Inheritance Tax changes 2026:Tax planning for Farmers, Family Farms and Business Owners
Are you prepared for the inheritance tax changes that took effect from April 2026? This episode focuses on the new rules affecting family farms and privately owned businesses. We explain what has changed, who could be impacted, and the practica...
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Payroll under pressure: Why more businesses are choosing to outsource
Payroll is becoming increasingly complex for UK businesses. With evolving HMRC regulations, growing compliance obligations, and the pressure to ensure employees are paid accurately and on time, managing payroll in-house can be both challenging ...
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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...
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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...
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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...
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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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