Death & Taxes - and everything in between! copertina

Death & Taxes - and everything in between!

Death & Taxes - and everything in between!

Di: Burges Salmon Private Client team
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In this podcast series we discuss the latest developments and issues facing private clients and their advisers. Economia Finanza personale Politica e governo Scienze politiche
  • S6 Ep3: Death and Taxes S6 E2: Balancing UK-US Tax Considerations
    Oct 27 2026
    In this episode, Helen MacLeod is joined by Suzanna Harvey and Edward Hayes to explore the key private wealth considerations for individuals and families with connections to both the UK and US, including cross-border tax, trusts, double tax treaties, lifetime gifting, property ownership and estate and succession planning.

    They also consider how careful planning can help navigate the differences between the two tax systems.
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    35 min
  • S6 Ep2: Death and Taxes S6 E2: The role of trust protectors after A v C
    Oct 15 2026
    In this episode, Helen McLeod is joined by Justin Briggs and Simon Lellouche from our Private Wealth Disputes team to discuss the Privy Council’s judgment in A v C - one of the most significant trust law decisions in recent years.

    For trustees, protectors, settlors and advisers, this is an important discussion on the practical implications of A v C and what it may mean for future decision-making.
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    19 min
  • S6 Ep1: Death and Taxes S6:E1: The new estate planning landscape post APR and BPR reform
    Oct 1 2026
    In this episode of Death and Taxes and Everything in Between, our Private Wealth team explores the practical inheritance tax planning options available following the significant changes to agricultural property relief and business property relief.

    Tim Williams, Emma Heelis-Adams and Guy Broadfield discuss what the reforms mean for business owners, farmers, landowners and internationally mobile families, and why planning has not disappeared - even if the landscape has shifted.
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    30 min
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