Category: Articles
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Focusing on CASS 5: key insights from the FCA
At our latest bi-annual meeting with the FCA in June 2025, we discussed various hot-topic CASS issues that have been raised by clients during their 2025 audits. In this article, Charles Drew summarises the key points that insurance intermediaries should take into account for future audits.
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Will insurance brokers be hit by the Autumn Budget?
In this article, we explain the impact the Autumn Budget may have on insurance brokers.
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HMRC VAT refund inspections: what brokers need to know
A broker that is registered for VAT and successfully claiming refunds on input VAT from HMRC might consider that its historic refunds are secure. Unfortunately, this is not the case, as Mark Ellis explains.
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Avoiding RMAR Pitfalls: How Errors Can Cost Your Firm
Learn how to avoid RMAR submission errors and ensure your compliance with FCA regulations to protect your firm’s reputation.
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Financial Conduct Authority (FCA) consults on motor finance compensation scheme
FCA consults on motor finance compensation scheme after Supreme Court ruling. Learn how it affects lenders and consumers.
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Wind-down plans demystified
Wind-down planning continues to be a hot topic and focus area for the Financial Conduct Authority (FCA). Find out more.
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Essential guidance – Company Directors identity verification with Companies House
The UK Government has introduced requirements for Company Directors to verify their identity with Companies House. Find out more.
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HMRC’s One to Many approach – the importance of association
Catherine Heyes, Partner, looks at HMRC’s One to Many letter campaign and why correctly declaring associated companies is crucial for Corporation Tax compliance.
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Autumn Budget predictions – November 2025
As first published in Professional Adviser, Stephen Kenny, Partner at PKF, outlines predictions ahead of the Autumn Budget 2025.
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Is your insurance intermediary too big for EMI? Try CSOP.
Explore the key differences between CSOP vs EMI for insurance intermediaries and discover which scheme suits your needs best.
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R&D Tax Relief on blockchain technology
Discover how blockchain innovation can qualify for R&D tax relief in 2025 and what HMRC looks for in your claim.
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Large business compliance
Understand the key UK and international tax compliance rules for large businesses, including SAO, CbC reporting, Pillar Two, and tax strategy requirements.





