The Tax Compass Podcast
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 issues like UK tax residency, non-dom status, inheritance tax, and tax planning for remote workers. The podcast provides plain-English explanations, practical tips, and expert analysis on HMRC compliance and real case studies. It is aimed at British expats, non-doms living in the UK, and anyone with cross-border property, family, or investments.
Episodes
Employment Income UK Tax: PAYE, Tax Codes, Pensions, Benefits and Why Payroll Often Gets It Wrong
If you are employed and you assume that because your company runs payroll your employment income tax is being handled correctly, this episode is for you.In Episode 21 of the Tax Compass Podcast, Simon and Laura cover the full landscape of employment income and UK tax. This is an area where people most commonly discover either that they have been overpaying tax for years or that they have an unexpe
The Statutory Residence Test: A Plain English Guide to UK Tax Residency for Leavers and Arrivers
If you are leaving the UK, arriving in the UK, or already living overseas, your UK tax residency status is the single most important factor in determining what you owe HMRC and where.In this episode, Simon and Laura tackle the Statutory Residence Test head on. Not the 125-page HMRC manual version, but a clear, honest, high-level guide to how it works, why it matters, and what you need to be thinki
Employment Related Equity — RSUs, Options and What Happens When You Move Countries
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
UK Pensions Explained: Annual Allowance, Tapering & Salary Sacrifice Changes
Pensions are powerful, but they are increasingly complex.In this episode of the Tax Compass Podcast, Simon Roue and Laura Sant break down:The £60,000 annual allowanceWhat counts towards itThe tapered annual allowance for high earnersAnnual allowance chargesCarry forwardSalary sacrifice vs relief at sourceThe National Insurance angleProposed changes that could affect employer contributionsIf you ea
Temporary Non-Residence Explained: UK Tax Risks for People Leaving the UK
Leaving the UK doesn’t always mean leaving UK tax behind.In this episode of the Tax Compass Podcast, Simon Roue and Laura Sant break down the UK’s Temporary Non-Residence rules; a complex but critical area for anyone moving abroad.If you’ve been UK tax resident for 4 of the last 7 years, leaving the UK for fewer than 5 full tax years can trigger anti-avoidance rules that bring overseas income and
Temporary Non-Residence Explained: UK Tax Risks for People Leaving the UK
Leaving the UK doesn’t always mean leaving UK tax behind.In this episode of the Tax Compass Podcast, Simon Roue and Laura Sant break down the UK’s Temporary Non-Residence rules; a complex but critical area for anyone moving abroad.If you’ve been UK tax resident for 4 of the last 7 years, leaving the UK for fewer than 5 full tax years can trigger anti-avoidance rules that bring overseas income and
MTD for Income Tax: Who’s In, When It Starts, and How to Prepare (Without the Panic)
Making Tax Digital for Income Tax Self Assessment (MTD ITSA) is approaching fast, and HMRC’s advertising push is only adding to the noise. In this episode, Simon and Laura cut through the confusion and explain exactly who MTD ITSA applies to, when it starts, and what the practical impact will be for sole traders and landlords. You get the key thresholds (and how they step down each year), what qua
Self Assessment Explained: When to File, How to Exit, Refunds & Penalties
Self Assessment shouldn’t be scary, but the rules are easy to miss, especially if you’ve lived or worked abroad. In this episode of the Tax Compass Podcast from LSR Partners, Simon Roue and Laura Sant explain, in plain English.We cover:Tax year & deadlines: 6 Apr–5 Apr; 31 Oct (paper), 31 Jan (online), 30 Dec (collect via tax code if <£3,000)Who must file now: self-employment/partnerships,
Autumn Budget 2025: The Key Tax Changes You Need to Know
In this immediate post-statement breakdown of the Autumn Budget 2025, you get a clear, structured explanation of the tax changes announced by Rachel Reeves, with a focus on how they affect expats, non-UK residents, and globally mobile individuals.You’ll hear straightforward guidance on:• Frozen income tax and NI thresholds until April 2031What fiscal drag means for your long-term tax position.• Ne
One Year of the Tax Compass Podcast: Real Stories, Real Decisions, Real Tax Impacts.
The Tax Compass Podcast is now 1 year old! To celebrate, Simon Roue and Laura Sant from LSR Partners look back at the past 12 months, sharing clips and stories that show how tax is really about life choices, from moving house to starting a new job, or even returning to the UK.In this special episode, you’ll hear highlights from across the series, including:Repatriation from Asia during COVID, and
Budget 2025 Speculation - Income Tax, Pensions, VAT & the Risk of Exit Taxes
The Budget has been pushed back from October to November 26th, and that delay alone has raised eyebrows.In this episode of the Tax Compass Podcast, Simon Roue and Laura Sant from LSR Partners explore:Why the Budget delay could signal big changesHow income tax bands, personal allowances and fiscal drag might evolveThe likely changes to pension reliefs and lump sumsVAT reforms, including the £90k re
Pilots and Aircrew - Do They Pay UK Tax? Statutory Residence, Treaties & Workdays Explained
Pilots, cabin crew, and international transport workers have unique rules under HMRC’s Statutory Residence Test. In this episode, Simon Roue and Laura Sant of LSR Partners unpack what counts as a UK workday, how 'deemed days' impact residency, and how tax treaties affect income for internationally mobile employees.Key topics include:Statutory Residence Test and international transportation workers
What’s Changed in the 2025/26 UK Tax Year: FIG Regime, Fiscal Drag and More
In this episode of The Tax Compass Podcast, Simon Roue and Laura Sant return with a comprehensive guide to the major changes in the 2025/26 UK tax year. Whether you're UK-based or an expat, you'll want to understand how these shifts could affect your tax position.They cover:The new Foreign Income and Gains (FIG) regime and who qualifiesTemporary Repatriation Facility: what it means for former remi
Gifting Property, Money & Shares: What the UK Tax System Actually Says
Gifts can be a useful tax planning tool, but they can also come with unexpected tax bills if you don’t understand the rules. In this episode of The Tax Compass Podcast, Simon and Laura dig into the tax implications of gifting assets in the UK, from property to shares to money.You’ll learn:What taxes apply when gifting property: CGT, SDLT, and IHTHow married couples and civ
The End of Non-Doms? Understanding the UK’s New FIG Regime for Expats
In this episode of The Tax Compass Podcast, Simon Roue and Laura Sant tackle one of the most talked-about changes in UK tax for expats: the end of the non-dom regime and the arrival of the Foreign Income and Gains (FIG) regime.Whether you're a globally mobile individual, UK expat, high-net-worth resident, or just curious about how these tax reforms are reshaping the financial landscape, this
Understanding the UK Tax System - What Expats (and Their Employers) Need to Know
In this episode of the Tax Compass Podcast, Simon Roue and Laura Sant step back from technical details and tackle the UK tax system from the top. From the bizarre tax year (April to April) to PAYE quirks and the self-assessment minefield, we break down what new arrivals to the UK, and those supporting them, need to understand to stay compliant and avoid nasty surprises.Whether you’re an expat, glo
Don’t Pay Twice: Your Guide to Double Tax Treaties
Double tax treaties might sound boring, but they could save you thousands -or cost you just as much - if misunderstood. In this episode of The Tax Compass Podcast, Simon and Laura from LSR Partners explain how these treaties really work, how the UK statutory residence test fits in, and what happens when you're resident in more than one country. We also dive into US tax quirks and wrap up with some
Property Taxation
In the latest episode of the Tax Compass Podcast, Simon and Laura delve into the complexities of UK property taxation, offering valuable insights for both residents and non-residents. The discussion covers key topics such as capital gains tax implications when selling property, the nuances of the Principal Private Residence (PPR) relief, and the obligations of non-resident landlords under the UK's
Are your UK pension contributions a good investment?
In this episode of The Tax Compass Podcast, we delve into the intricacies of UK pension contributions and the importance of securing tax relief. We discuss common pitfalls, especially for high earners, and emphasise why contributing without tax relief can be detrimental. Tune in to understand the nuances of annual allowances, the implications of over-contributing, and strategies to optimise your p
Simon's Story and the start of LSR Partners
This episode dives into a personal story that led to the creation of LSR Partners.As an expat, Simon Roue faced the complexities of bringing his family back to the UK after working overseas for 10 years. In the new episode, Simon shares his journey - how he ended up working abroad, the challenges he faced navigating UK tax rules, and why he turned to Laura Sant for her expertise.What started as a
The Abolition of the UK Non-Domicile System and Overseas Workday Relief
The UK Non-domicile system is being abolished from the 6th April 2025. Simon Roue and Laura Sant look at the changes to the rules and Overseas Workday Relief and how this will affect non-doms, expats and people looking to move to the UK.If you need to pay the right tax in the right place at the right time contact LSR Partners:Visit: lsrpartners.comEmail: clientservices@lsrpartners.comor call +44 3
The 2024 UK Budget
A look at the 2024 UK Budget one week on. Simon Roue and Laura Sant talk through the tax implications for their global clients, including National Insurance, Non-Dom Rules, Statutory Residence Test, Capital Gains Tax and more.If you need to pay the right tax in the right place at the right time contact LSR Partners:Visit: lsrpartners.comEmail: clientservices@lsrpartners.comor call +44 330 165 5340
