Juggling Mind and Money
Welcome to the Juggling Mind and Money Podcast with Steve Rowe and Jessica Schlupp-Taylor.
Steve Rowe is the founder of Lucent Financial Planning and an award-winning independent financial planner. He helps you to use your money and have a great life.
Jess Schlupp-Taylor is a psychologist supporting people through change, challenges and forks in the road of life.
Together they will help you unblock the sludge in your mind, stopping you from achieving financial and psychological happiness.
Juggling Mind and Money
Ep 30 Sam Hart - Inheritance tax at home and abroad
In this episode, Steve is joined by Sam Hart, a tax specialist at Rosegate Tax with nearly 30 years in the game, to cut through the noise around inheritance tax and long-term planning.
They explore:
- Why tax planning works best when it starts with your life goals, not the tax bill
- The moving abroad question, and where people often get caught out
- The difference between “leaving the UK” and actually becoming non-resident
- What gifting and trusts can offer, and what to watch out for
As always, it’s not just about the numbers. The conversation keeps coming back to the human side: how money decisions can quietly shape your lifestyle, relationships, and happiness, often in ways you don’t expect.
Links:
Sam's LinkedIn - https://www.linkedin.com/in/samhart1/
Rosegate Tax - https://www.rosegatetax.co.uk/
