Insights
The latest knowledge, ideas
and experiences driving our work
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Preparing for the 2026 Inheritance Tax changes: APR and BPR planning strategies
1min read
With time marching on towards the IHT changes in April 2026, we look at the impact of these changes, and what you can do now.
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Deal alert: Solvonis Therapeutics plc
1min read
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?
1min read
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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Broking Business – Spring 2025
1min read
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
1min read
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
1min read
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
1min read
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?
1min read
Explore the FCA deauthorisation process for brokers and understand its implications for client money during consolidation.
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Deal alert: Tooru plc
1min read
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?
1min read
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?
1min read
Understand the tax treatment of overseas dividends and how it differs from capital payments according to UK law.
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Convertible notes and embedded derivatives: how Natural Resources companies should report them
1min read
Explore the complexities of convertible notes embedded derivatives in our guide to accounting for financing tools in Natural Resources.