Insights

Welcome to our latest issue of Broking Business. None of us could have imagined a year ago where we would be today as a result of the Covid-19 pandemic.

Publication

Broking Business: Winter 2020/21

It’s been impossible to avoid media coverage on potential increases to capital gains tax. The rumours follow the big change that cut availability of…

Article

Broking Business Winter 2020/2021: Brokers need a crystal ball

2020 was a year of survival for many firms, buoyed up by several factors. The rate increases across the markets, combined with their ability to reduce expenses…

Article

Broking Business Winter 2020/2021: Resilience versus wind-down in 2021

What should brokers and MGAs be looking out for from the tax world?  Here’s our digest.

Article

Broking Business Winter 2020/2021: Tax issues: stay on top

The FCA had concerns about the handling of client money. So last September it issued a “Dear CEO” letter to insurance intermediaries that addressed the subject

Article

Broking Business Winter 2020/2021: Dear CEO: reading between the lines

There has been obvious disruption to the market, with some intermediaries more affected than others.

Article

Broking Business Winter 2020/2021: How has Covid affected M&As?

We are delighted to have supported Spinnaker Opportunities plc renamed Kanabo Group plc on their admission to the Main Market of the […]

News

Deal alert: Spinnaker Opportunities plc

A risk appetite statement is an essential tool, ensuring that the charity is sustainable, but is also making an impact and delivering on its aims

Publication

Charity guide: A healthy appetite

The charity sector has faced increasing levels of scrutiny in recent years, both from the public and from a regulator with expanded powers.

Publication

Charity guide: Targets and goals

“Don’t stop believing”    If you are passionate about something and truly believe in it, then don’t give-up, advises Roby Zomer, CEO […]

A catch-up with Roby Zomer

In January 2021, a new version of the Chartered Institute of Internal Auditors Internal Audit Financial Services Code of Practice: […]

Publication

Effective internal audit in the financial services sector

As we start the new year, Heads of Internal Audit may be wondering what lies ahead in 2021 for their internal audit functions.

Article

New year, new FS Code