Broking Business: December 2023

read timeRead time: 26 mins

Welcome to the latest edition of Broking Business – December 2023

In this issue:

  • Transaction Advisory Partners John Needham and Will Lanyon, explore the most significant themes in the UK broker market over the past 12 months

  • Partners James Wilkinson and Satya Beekarry in our Financial Services team, look at the main accounting considerations for a broker in transition to FRS 101 or IFRS

  • Head of Governance, Risk and Control Assurance Jessica Wills, looks at what the new regulatory framework on diversity and inclusion means for the financial sector

  • Corporate Tax Partner Tom Golding looks at two common employment tax-related errors that could cause you problems when it’s time to sell the business

  • Head of Insurance Intermediaries Paul Goldwin, provides some crucial guidance if your firm is preparing for a CASS 5 audit.

As always, please contact any of the team to discuss how we can support your business and let us know your thoughts on future topics.