The Tax Compass Podcast
The Tax Compass Podcast
Podcast Description
Welcome to The Tax Compass Podcast by LSR Partners; a must-listen for expats, non-residents, and anyone with UK tax obligations abroad. Hosted by LSR Partners tax experts Laura Sant and Simon Roue, we’re here to simplify complex UK tax issues so you can confidently manage your finances, no matter where in the world you are.
If you're navigating UK tax from overseas, planning a move, or dealing with HMRC, this podcast offers clear, practical guidance. Each episode covers essential topics, from capital gains and inheritance tax to residency rules, with real-life case studies and expert insights to help you make informed decisions.
Why listen to The Tax Compass Podcast?
1. Clear, Actionable Advice: We break down UK tax complexities into simple, actionable steps.
2. Tailored for Expats and Non-Residents: Addressing unique cross-border challenges.
3. Trusted Expertise: Laura and Simon bring decades of experience, sharing insights to guide you every step of the way.
Join us to gain clarity and take control of your tax obligations with The Tax Compass Podcast. Pay the right tax, in the right place, at the right time. Subscribe now!
Podcast Insights
Content Themes
The podcast focuses on UK tax obligations for expats and non-residents, covering essential topics such as double tax treaties, property taxation, pension contributions, and recent budget implications. For example, specific episodes discuss capital gains tax when selling property and the nuances of pension tax relief for high earners, providing actionable and practical advice.
The Tax Compass Podcast helps globally mobile individuals, expats, and internationally connected professionals navigate the complexities of the UK tax system with clarity, honesty, and real-world insight.
Hosted by tax advisers Simon Roue and Dr. Laura Sant from LSR Partners, each episode dives into the issues that matter most if you’re living, investing, or working across borders. You’ll get plain-English explanations, practical tips, and expert analysis on topics like:
UK tax residency and the Statutory Residence Test
The impact of changes to non-dom status and foreign income rules
Inheritance Tax, gifting, and wealth transfer
Tax planning for remote workers, international employees, and entrepreneurs
HMRC compliance, tax returns, and real case studies
How to pay the right tax in the right place at the right time
If you’re unsure what your obligations are, or if you suspect you’re paying too much, this podcast is your compass for making smarter, simpler tax decisions.
Whether you’re a British expat, a non-dom living in the UK, or someone with property, family, or investments across borders, this is your go-to source for tax clarity and confidence.
🧭 Brought to you by LSR Partners – helping you pay the right tax, in the right place, at the right time.
📲 Book a call or learn more at lsrpartners.com
If your employer pays you in shares as well as salary, this episode is for you.
Simon and Laura tackle one of the most consistently misunderstood areas of UK tax: employment related equity. Whether you have RSUs, share options, or some other form of equity award, the UK tax treatment is not always obvious, and the consequences of getting it wrong can be significant.
They start with the basics: what RSUs are, why HMRC treats them as employment income rather than capital gains at the point of vesting, and what your base cost looks like once you have received the shares. From there they move on to share options, explaining why the tax point works differently, you are taxed when you exercise, not when the options vest, and what that means in practice for people sitting on unvested or unexercised awards.
The episode then gets into the area where LSR do a substantial amount of client work: what happens to your equity awards when you move countries during the vesting period. If you are relocating to the UK with existing RSU grants, or leaving the UK with unvested shares, time apportionment is the key concept. HMRC will look across the entire vesting period and tax the UK-resident portion accordingly. The problem, as Simon and Laura explain, is that company payrolls frequently get this wrong, sometimes in your favour, sometimes not.
There is also a memorable story about a former Lehman Brothers employee who never sold a share, kept his entire retirement fund in company stock, and was completely wiped out in 2008. Not financial advice, but a useful reminder about concentration risk.
Topics covered in this episode:
- How RSUs are taxed as employment income in the UK and what that means for your payslip
- The difference between RSUs and share options, and why the tax point is different for each
- What your base cost is once shares vest and how capital gains tax applies when you sell
- Time apportionment: how HMRC calculates the UK-taxable portion of awards that span periods of residence and non-residence
- Why company payroll often apportions incorrectly and how to spot if you are overpaying or underpaying
- Concentration risk and why diversifying equity awards is worth thinking about
If you have questions about your equity awards and how they interact with your UK tax position, book a call with us.
Subscribe for more tax guidance for expats and globally mobile individuals.
Brought to you by LSR Partners – helping you pay the right tax in the right place at the right time.
📲 Book a call with us to talk about your situation: https://lsrpartners.com
🎧 Catch up on all past episodes: https://lsrpartners.com/podcast-videos
Disclaimer
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