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
7 episodes
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...
•
25:17
.png)
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...
•
13:47
.png)
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...
•
28:06
.png)
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....
•
19:14
.png)
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...
•
21:37
.jpg)
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.
•
14:04
.jpg)
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...
•
28:25
.png)