#3 WEALTH WARNING – The Quiet Tax Changes Hidden in The Budget

#3 WEALTH WARNING – The Quiet Tax Changes Hidden in The Budget

This episode looks at the private client impact of the Autumn Budget, featuring Jodie Barwick Bell, Private Client Partner at Azets.

Jodie explains how the changes affect property owners, wealthy families and business owners, exploring what the new rules mean for investments, inheritance tax and the broader planning landscape.

The conversation covers cover property income tax increases, structuring options, investment portfolios, ISAs, family investment companies, dividend changes, EIS opportunities, the new council tax surcharge, inheritance tax reform, estate planning, trusts, pension changes and what families need to prepare for ahead of April 2026.

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Fresh Perspectives is the business podcast from Azets – where advisers, experts, and leaders share fresh thinking to help you move forward with confidence.

Each episode explores real-world challenges and opportunities for business owners and entrepreneurs, from finance and growth to leadership and technology.

Formerly Bang The Drum, the show continues Azets’ commitment to sharing practical advice, new ideas, and inspiring stories from across the business community.

This podcast has featured at #1 in the Apple Podcast charts for Management podcasts and #19 in the Apple Podcasts charts for Business podcasts.

Follow and subscribe to Fresh Perspectives on your favourite player, leave a review and share it with others who you think might enjoy it.

Find more about Azets at www.azets.com.

Contact us at podcast@azets.co.uk.

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Episoder(55)

#25 DON'T WAIT FOR CERTAINTY - PART 1: How SME Leaders Stay in the Game

#25 DON'T WAIT FOR CERTAINTY - PART 1: How SME Leaders Stay in the Game

SMEs are not fearful right now. They are cautious. There is a difference, and Peter Gallanagh, UK&I CEO at Azets, is clear about what it means in practice. In this episode of Fresh Perspectives, Rob ...

19 Aug 12min

#24 STRONGER TOGETHER - The Ireland-UK Business Case

#24 STRONGER TOGETHER - The Ireland-UK Business Case

Cross-border trade between the Republic of Ireland and Northern Ireland has grown from £4.5 billion to £17.5 billion over the past decade. That number tells you something important about the Ireland-U...

12 Aug 24min

#23 Q1 2026 BAROMETER - Why SMEs Still Back Themselves

#23 Q1 2026 BAROMETER - Why SMEs Still Back Themselves

This episode of Fresh Perspectives goes behind the numbers of the latest Azets Barometer to explore how SME leaders are navigating uncertainty, resilience, investment and growth in 2026. Rob Brown is...

10 Jun 33min

#22 MAKING TAX DIGITAL - What You Need To Do Now

#22 MAKING TAX DIGITAL - What You Need To Do Now

This episode of Fresh Perspectives explores Making Tax Digital for Income Tax and what it means for business owners, landlords and the self-employed as the biggest change to the UK tax system in decad...

3 Jun 21min

#21 EXPANDING BEYOND THE UK - How To Avoid Costly Mistakes

#21 EXPANDING BEYOND THE UK - How To Avoid Costly Mistakes

This episode of Fresh Perspectives explores what UK SMEs need to consider as they expand internationally and why global growth is often more complex than expected. Rob Brown is joined by Michael Holl...

27 Mai 28min

#20 CHARITIES AND BUSINESS - Much More in Common Than You Think

#20 CHARITIES AND BUSINESS - Much More in Common Than You Think

This episode of Fresh Perspectives explores the financial challenges facing charities and not-for-profits, why the sector is under more pressure than most people realise, and what trustees and busines...

20 Mai 33min

#19 RESPONSIBLE BUSINESS - Why Doing Good Drives Growth & Purpose

#19 RESPONSIBLE BUSINESS - Why Doing Good Drives Growth & Purpose

This episode of Fresh Perspectives explores how businesses can balance commercial success with meaningful social impact and why purpose is becoming central to long-term sustainability. Rob Brown is j...

6 Mai 35min

#18 THE INSOLVENCY TOOLKIT - How Businesses Survive Financial Difficulty

#18 THE INSOLVENCY TOOLKIT - How Businesses Survive Financial Difficulty

This episode of Fresh Perspectives explores what restructuring and insolvency actually mean for business owners, why early advice makes all the difference and what options exist long before a company ...

29 Apr 20min

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