Category: Articles
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Don’t blink! The UK market looks to be in a good position…
Joseph Archer analyses the latest performance of the London market for the Corporate Advisers Rankings Guide.
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Year end tax strategies 2025 guide
Our ‘Year end tax strategies 2025’ guide will help you to make the most of the tax saving opportunities available to you & your business.
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Should you sell your broking business to an Employee Ownership Trust?
Explore the benefits of an Employee Ownership Trust as a tax efficient exit strategy for broker owners seeking better incentives.
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Recent VAT tribunal might unlock significant input VAT savings for UK insurance intermediaries
Hastings Insurance’s VAT tribunal win might unlock significant input VAT savings, impacting UK insurance intermediaries positively.
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Family Investment Companies (FICs): when are they the right choice?
We examine the creation and key treatment of Family Investment Companies, and the factors to consider.
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When is an overseas company subject to UK corporation tax?
It’s usually understood that UK companies must pay UK corporation tax. But we explain two common circumstances when a non-UK company can also be required to pay.
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Transfer pricing: why it matters for single family offices
The unique nature of single family offices means that transfer pricing is particularly relevant. We explain the link and main considerations.
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CASS 15 – Be prepared for upcoming changes to the safeguarding regime for payments and e-money firms
Explore the CASS 15 new safeguarding rules for payment and e-money firms to enhance consumer protection in the financial sector. This article is #5 in our series.
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Accounting for the derecognition of financial assets for consumer lenders
Accessing funding is key to growth for consumer lenders, but the accounting can be complex—posing a risk of misstated financial statements.
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CASS 5: clarifying a few doubts
At our bi-annual meeting with the FCA, we asked for clarification on various CASS issues where we commonly receive push-back from clients when we raise breaches on these matters.
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What do the new tax changes mean for insurance intermediaries?
Last year Chancellor Rachel Reeves delivered the first Budget of the new Labour Government. Expected to be a significant fiscal event, it had been the subject of much speculation. We take a closer look at the impact for insurance brokers.
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Intermediaries: focus on VAT
VAT rules can be mind-boggling at the best of times. We highlight frequent areas of confusion for brokers and MGAs, and explain the relevant guidelines.











