Brown Shipley: Recent Episodes
Brown Shipley
Brown Shipley have for over 200 years, we’ve been working with our clients to support their wealth needs. By getting to know you and your family, we’re perfectly placed to adapt as your needs change over time, which is just one of the reasons many of our clients have trusted us for generations.
In this episode we focus on high growth businesses and the entrepreneurs which are the driving force behind them. With 60 years of combined experience, our experts discuss selling a business and our approach to working with entrepreneurs, their families and alongside other advisors. To discover more, please visit our website brownshipley.com
This podcast is provided by Brown Shipley for general information purposes only and does not constitute legal, accounting, tax or investment advice. Investing puts your capital at risk.
Brown Shipley’s Head of Wealth Planning, Roger Clark and Wealth Planning Client Director, Rebecca Williams come together to present our latest podcast.
Roger and Rebecca share their views on recent press coverage around the threat of a UK wealth tax and changes to the Capital Gains Tax regime. They discuss the forthcoming Budget on March 3rd and what action to consider taking before the end of the tax year on 5th April.
The podcast covers:
•Thoughts on a potential UK wealth tax
•A summary of the Office of Tax Simplification (OTS) report on Capital Gains Tax (CGT)
•What might be expected in the Budget
•End of year tax planning
If you would like to find out more about our Wealth Planning service, click here: https://brownshipley.com/en-gb/contact-us to contact us today.
Supplementary Content
The podcast refers to the following supplementary information.
• LSE Report of the Wealth Tax Commission video presentation.
https://www.ukwealth.tax/#:~:text=The%20Wealth%20Tax%20Commission%20was%20launched%20on%202nd,introducing%20a%20wealth%20tax%20followed%20by%20a%20discussion
• Wealth Tax Commission Final Report
https://static1.squarespace.com/static/5ef4d1da53822a571493ebd0/t/5ffcfaea93e2771243fce2ff/1610414842497/A-Wealth-Tax-For-The-UK.pdf
• Wealth Tax Commission Tax Simulator: http://taxsimulator.ukwealth.tax/#/
• OTS Capital Gains Tax Review
https://www.gov.uk/government/publications/ots-capital-gains-tax-review-simplifying-by-design
• Ten Top Financial Planning Tips For High Net Worth Individuals
this https://brownshipley.com/en-gb/articles/ten-top-financial-planning-tips-for-high-net-worth
Important Information
• Investing puts your capital at risk.
• Tax treatment depends on your individual circumstances and are subject to change.
The podcast is provided by Brown Shipley for information purposes only. It does not constitute wealth planning or investment advice and must not be treated as a recommendation.
Brown Shipley’s Wealth Planning Service can involve investing your capital, which places it at risk. Investment risk means the value of your investments or any income can fluctuate and you may not get back some, or the entire amount invested. We recommend you seek professional tax advice to understand your personal tax liabilities. This will depend on personal circumstances and the prevailing tax rules, which are subject to change. Tax planning is not regulated by the Financial Conduct Authority or the Prudential Regulation Authority.
This podcast is issued and approved by Brown Shipley which is a trading name of Brown Shipley & Co Limited, which is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Registered in England and Wales No. 398426. Registered Office: 2 Moorgate, London EC2R 6AG. Brown Shipley's parent company is Quintet Private Bankers (Europe) S.A. which, from Luxembourg, heads a major European network of private bankers.
Except insofar as liability under any statute cannot be excluded, neither Brown Shipley nor any employee or associate of them accepts any liability (whether arising in contract, or negligence or otherwise) for any error or omission in this podcast or for any resulting loss or damage whether direct, indirect, consequential or otherwise suffered by the recipient of this document.
Brown Shipley 2021 reproduction strictly prohibited.
Brown Shipley’s Head of Lending, Richard Stubbs and Private Client Director Nish Patel, have come together to discuss our flexible lending solutions, in their first podcast.
Richard and Nish discuss how our flexible lending solutions are designed to blend seamlessly with our other wealth management services and provide examples of how our tailored lending solutions have supported some of our clients.
The podcast covers:
- Examples of resilience they have witnessed during the lockdown
- Some real life lending case studies demonstrating how we helped our clients
- A brief oversight on how the property market is changing
Brown Shipley’s Head of Wealth Planning, Roger Clark & Wealth Planning Client Director, Rebecca Williams have come together to provide an update on Wealth Planning, in their first podcast.
As we move into the recovery stage of the pandemic, Roger and Rebecca have taken some time to share their views on what our clients should be considering in terms of their wealth planning, post COVID-19.
Important Information
•Investing puts your capital at risk.
The podcast is provided by Brown Shipley for information purposes only. It does not constitute wealth planning or investment advice and must not be treated as a recommendation.
Brown Shipley’s Wealth Planning Service can involve investing your capital, which places it at risk. Investment risk means the value of your investments or any income can fluctuate and you may not get back some, or the entire amount invested. We recommend you seek professional tax advice to understand your personal tax liabilities. This will depend on personal circumstances and the prevailing tax rules, which are subject to change. Tax planning is not regulated by the Financial Conduct Authority or the Prudential Regulation Authority.
This podcast is issued and approved by Brown Shipley which is a trading name of Brown Shipley & Co Limited, which is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Registered in England and Wales No. 398426. Registered Office: 2 Moorgate, London EC2R 6AG. Brown Shipley's parent company is Quintet Private Bankers (Europe) S.A. which, from Luxembourg, heads a major European network of private bankers.
Except insofar as liability under any statute cannot be excluded, neither Brown Shipley nor any employee or associate of them accepts any liability (whether arising in contract, or negligence or otherwise) for any error or omission in this podcast or for any resulting loss or damage whether direct, indirect, consequential or otherwise suffered by the recipient of this document.
Brown Shipley’s Wealth Management Director, Jeremy Croysdill and Senior Associate, Matthew Bryan-Harris have come together to present our latest Wealth Planning podcast: Retirement Planning.
Jeremy and Matthew share their views on three key topics that could impact your retirement planning:
•The financial consequences of COVID and the impact on health and wealth and the knock on effect on retirement planning.
•The impact of timing when you retire, or when you’re forced to retire.
•The reduction in income from pensions. What this means for you and the options available.
Listen to the podcast now.
If you would like to find out more about our Wealth Planning service, visit:
https://brownshipley.com/contact/
Supplementary Content
Financial Times article - Sunday June 20th – ‘Timing is everything when you think about taking your pension’.
ThePFS.org Personal Finance Professional article ‘Covid 19: The Financial Consequences
Important Information
•Investing puts your capital at risk.
•The podcast is for information purposes only. It does not constitute wealth planning or investment advice and must not be treated as a recommendation.
Brown Shipley is a trading name of Brown Shipley & Co Limited, which is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Registered in England and Wales No. 398426. Registered Office: 2 Moorgate, London EC2R 6AG. Brown Shipley's parent company is Quintet Private Bankers (Europe) S.A. which, from Luxembourg, heads a major European network of private bankers.
Except insofar as liability under any statute cannot be excluded, neither Brown Shipley nor any employee or associate of them accepts any liability (whether arising in contract, or negligence or otherwise) for any error or omission in this podcast or for any resulting loss or damage whether direct, indirect, consequential or otherwise suffered by the recipient of this document.
Brown Shipley 2021 reproduction strictly prohibited.
[13 min listen]
Brown Shipley’s Director - Head of Court of Protection, Richard McGregor, shares his views with our Senior Associate - Client Advisor, Sophie Drazen, in our first Court of Protection podcast.
Richard answers questions on the challenges deputies and protected parties face in a post-COVID world and they discuss the following Court of Protection & Personal Injury key topics:
How does Brown Shipley’s Court of Protection team meet the needs of solicitors and their clients?
- What makes Brown Shipley the ideal firm to provide financial planning and investment management?
- What makes our expert team so different to others?
- Why is client service so vital in Court of Protection and Personal Injury cases?
- How has COVID impacted Court of Protection and Personal Injury clients?
- What is the process if a family or a solicitor contacts you?
If you would like to find out more about our Court of Protection & Personal Injury services, click here to talk to us today. https://brownshipley.com/en-gb/court-of-protection
Important Information
Investing puts your capital at risk.
- The podcast is for information purposes only. It does not constitute investment advice and must not be treated as a recommendation.
Brown Shipley is a trading name of Brown Shipley & Co Limited, which is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Registered in England and Wales No. 398426. Registered Office: 2 Moorgate, London EC2R 6AG. Brown Shipley's parent company is Quintet Private Bankers (Europe) S.A. which, from Luxembourg, heads a major European network of private bankers.
Except insofar as liability under any statute cannot be excluded, neither Brown Shipley nor any employee or associate of them accepts any liability (whether arising in contract, or negligence or otherwise) for any error or omission in this podcast or for any resulting loss or damage whether direct, indirect, consequential or otherwise suffered by the recipient of this document.
Brown Shipley 2022 reproduction strictly prohibited.