Insights
The latest knowledge, ideas
and experiences driving our work
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CASS 6 and 7 Update: Common breaches and areas of regulator focus – Summer 2024
1min read
If your firm is preparing for a CASS 6 and 7 audit, our regular conversations with the FCA may provide some crucial guidance. We explore four common breaches and areas of regulator focus, and set out key takeaways and recommendations.
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Family Office Interview – a conversation with Ken McCracken
1min read
As part of our Family Office Interview Series, we hear from Ken McCracken who has been a family business consultant for over 20 years.
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Broking Business – Summer 2024
1min read
Welcome to the latest edition of Broking Business – Summer 2024
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Reporting measures for digital platforms
1min read
A new reporting requirement has been introduced for UK digital platforms. Discover more.
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UK GAAP: the latest updates for Brokers
1min read
The FRC published periodic changes to FRS 102 in March. So, what do these changes mean for you?
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An insight into the accounting challenges broking consolidators face
1min read
Acquiring another broking business has accounting consequences. We provide an insight to help guide you through the complexities.
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Non-statutory trust letters: don’t get caught out
1min read
The FCA is hot on the heels of firms that try to set up or run non-statutory trust (NST) client money accounts without the required auditor sign-off.
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Exemption from audit by parent guarantee: it could be right for you
1min read
Take up of the parent guarantee to bypass audits is relatively uncommon among insurance intermediaries. But take a closer look.
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Spotlight: Deals in focus – Summer 2024
1min read
Welcome to our inaugural edition of Spotlight – Deals in focus.
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Viewpoint: Summer 2024
1min read
Read our analysis of the UK’s listed markets for H1 2024, as we explore current market trends and what we expect from the future market’s position as we continue into H2 2024.
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AIM – Hitting the sweet spot for European Green Transition plc
1min read
European Green Transition plc were one of few companies to float on AIM this year. Aiden Lavelle, CEO and Jack Kelly, CFO explain the reasons for their bold decision and why AIM hits the sweet spot for them.
