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All’s well that ends well
Deon Gouws, Chief Investment Officer of Credo, our wealth management partners, looks at the prospects for financial markets in the wake of President Donald Trump’s “Liberation Day” tariff announcements.
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Deal alert: Solvonis Therapeutics plc
We have supported Solvonis Therapeutic plc on their acquisition and re-admission to the Main Market.
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Why is it important to review my Will?
Private Client Director Karen Anderson runs through the life events that should lead you to review your Will, and considers the tax implications.
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Trump and market volatility: A historical perspective
William Godsave of Credo, our wealth management partners, looks at the volatility across the global markets following President Trump’s de-regulation and tax cutting agenda.
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Broking Business – Spring 2025
Welcome to the latest edition of Broking Business – Spring 2025, featuring articles and industry updates from our Insurance Intermediary team.
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Mandatory Payrolling of Benefits in Kind (PBiKs): planning ahead
Understand the mandatory payrolling of benefits in kind, which will take effect from 6 April 2027 for employers and payroll professionals.
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What brokers can expect from their first Private Equity investment
We spoke to leading insurance PE investors B.P. Marsh and Apiary Capital and reflect some of their insight below, together with our own advice.
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Creating VAT groups: the advantages
Discover the pros and cons of VAT group registration for brokers, including HMRC challenges, VAT savings, and compliance risks.
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Deauthorisation from the FCA: why and how?
Explore the FCA deauthorisation process for brokers and understand its implications for client money during consolidation.
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Deal alert: Tooru plc
We have supported Riverfort Global Opportunities plc in completing its acquisition of certain subsidiaries of Aquis-listed S-Ventures plc.
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Do I need to make a Will?
Understand the importance of making a Will to avoid intestacy, and ensure your assets are distributed according to your wishes.
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Return from capital from Foreign Companies – are you sure it isn’t a dividend?
Understand the tax treatment of overseas dividends and how it differs from capital payments according to UK law.
