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/