Ep 30 Sam Hart - Inheritance tax at home and abroad
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Ep 30 Sam Hart - Inheritance tax at home and abroad
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About this listen
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/
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