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DTSTAMP:20260606T011735Z
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SUMMARY:Insurance Broker Forum in Leeds
 
DESCRIPTION:
We would be delighted if you could join us for our Insurance Broker Forum
  &amp; lunch in Leeds on Wednesday 17 June 2026.
 



We’re bringing together our insurance specialists for a practical forum
  tailored to insurance brokers, sharing clear and actionable insights into
  key regulatory, market and tax developments, including:
 



Client money &amp; regulatory update
 



Senior Manager, Tom Herne will outline the key updates on MMFs, FCA
  waivers, CASS governance and EU back branching, with a focus on what
  these changes mean for brokers.
 



Wind-down planning
 



Wind-down planning continues to be a hot topic and focus area for the FCA,
  with the regulator carrying out multi-firm reviews on wind-down plans and
  associated Threshold Condition 2.4 assessment. Director, Chris Stout will
  detail the operational steps you need to include in your plan for an
  effective wind-down and debunk some of the myths surrounding the process.
 



Share-based payments: accounting essentials &amp; tax implications
 



Partner &amp; Head of Financial Accounting Advisory Services, Satya
  Beekarry will discuss the essentials of accounting for share based
  payments (SBPs) under FRS 102, including how to identify SBPs within
  commercial agreements, common pitfalls, and the practical considerations
  firms often overlook.
 



Corporate Tax Partner, Chris Riley will cover the key tax considerations
  brokers need to be aware of when providing shares to employees,
  including:
 




Tax treatments for providing shares to employees
 





The benefits of tax advantaged schemes
 





Compliance requirements and planning opportunities.
 




Event details: Insurance Broker Forum in Leeds
 



Date: 
 




Wednesday 17 June 2026
 




Timings:
 




Arrival and refreshments from 12pm
 





Briefing from 12:45pm until 2pm
 




Location:
 




12 King St, Leeds LS1 2HL
 


X-ALT-DESC;FMTTYPE=text/html:<p>
 
We would be delighted if you could join us for our Insurance Broker Forum
  &amp;amp; lunch in Leeds on Wednesday 17 June 2026.
 



We’re bringing together our insurance specialists for a practical forum
  tailored to insurance brokers, sharing clear and actionable insights into
  key regulatory, market and tax developments, including:
 



Client money &amp;amp; regulatory update
 



Senior Manager, Tom Herne will outline the key updates on MMFs, FCA
  waivers, CASS governance and EU back branching, with a focus on what
  these changes mean for brokers.
 



Wind-down planning
 



Wind-down planning continues to be a hot topic and focus area for the FCA,
  with the regulator carrying out multi-firm reviews on wind-down plans and
  associated Threshold Condition 2.4 assessment. Director, Chris Stout will
  detail the operational steps you need to include in your plan for an
  effective wind-down and debunk some of the myths surrounding the process.
 



Share-based payments: accounting essentials &amp;amp; tax implications
 



Partner &amp;amp; Head of Financial Accounting Advisory Services, Satya
  Beekarry will discuss the essentials of accounting for share based
  payments (SBPs) under FRS 102, including how to identify SBPs within
  commercial agreements, common pitfalls, and the practical considerations
  firms often overlook.
 



Corporate Tax Partner, Chris Riley will cover the key tax considerations
  brokers need to be aware of when providing shares to employees,
  including:
 




Tax treatments for providing shares to employees
 





The benefits of tax advantaged schemes
 





Compliance requirements and planning opportunities.
 




Event details: Insurance Broker Forum in Leeds
 



Date: 
 




Wednesday 17 June 2026
 




Timings:
 




Arrival and refreshments from 12pm
 





Briefing from 12:45pm until 2pm
 




Location:
 




12 King St, Leeds LS1 2HL
 

</p>
 
CATEGORIES:In-person event
 
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