Insights
The latest knowledge, ideas
and experiences driving our work
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Your Wealth & Markets Update – September 2026
Explore PKF Your Wealth & Markets Update for insights on investment trends and strategies to navigate market fluctuations with confidence.
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Investing in Artificial Intelligence and SpaceX: Why diversification matters
AI investing and SpaceX are capturing attention, but diversification remains key. Discover how evidence-based investing supports long-term returns.
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What to do when wealth changes overnight: A guide to financial planning and tax strategy
Received an inheritance, business sale proceeds or other windfall? Discover how tax planning, wealth management and financial planning can help secure your future.
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Pensions and Inheritance Tax: Why now is the time to review your estate plan before April 2027
From April 2027, unused pension funds may be subject to Inheritance Tax. Learn how the pension IHT changes could affect your estate and retirement planning.
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IFRS 9 accounting for floating-rate mortgage instruments: Effective interest rate (EIR) Worked example
Explore a practical IFRS 9 worked example for floating-rate mortgage instruments. Learn how effective interest rate (EIR) calculations, cash flow revisions and cumulative catch-up adjustments impact financial reporting.
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VAT on private school fees: The benefits of an independent VAT review
Learn how an independent VAT review can help schools strengthen compliance, improve VAT recovery, reduce HMRC risk and support future investment decisions.
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PKF appoints Regulatory Consulting Partner
PKF Littlejohn has appointed Marc Ireland as Partner to lead its new Regulatory Consulting service, helping financial services firms navigate regulatory and compliance challenges.
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Effective interest rate for floating-rate mortgage instruments under IFRS 9: understanding B5.4.5 vs B5.4.6
Understand how to apply the effective interest rate (EIR) method to floating-rate mortgage instruments under IFRS 9. Learn the difference between IFRS 9.B5.4.5 and B5.4.6, when cumulative catch-up adjustments arise and the key considerations for mortgage lenders.
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SM&CR reforms: What the FCA and PRA changes mean for firms and senior managers
Discover the key FCA and PRA SM&CR reforms for 2026, what they mean for regulated firms, and the practical steps organisations should take to strengthen governance and compliance.
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Operational real estate: Key trends, risks and value drivers for investors and operators
Discover the key trends, risks and value drivers shaping operational real estate. Learn how investors, operators and lenders can assess OPRE opportunities and performance.
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Roll-up, roll-up, British companies going cheap!
Joseph Archer shares his thoughts on why UK companies are attracting takeover interest and what it means for investors.
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PKF appoints Financial Services Partner
PKF Littlejohn further strengthens its Financial Services team in London with the appointment of Satty Khangura as a Partner.
