Insights
686 results
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05 Jun 2020Investment Outlook June 2020
In the June issue of Investment Outlook, we discuss: the post-Brexit transition period extension talks with the EU are a short-term risk for sterling -
05 Jun 2020Key Weekly Data Points – week commencing 01/06/2020
05/06/2020 - Daniel Casali provides a round-up of key market activity during the week of 1st June. -
03 Jun 2020Retirement and life planning - ensure you enjoy retirement from day one
03/06/2020 - Retirement is a major life event and financial peace of mind is a vital component. It is difficult to enjoy your later years if you are worried about whether you will run out of money, or are unsure how much is enough. Those with a well-considered plan are in a better position to enjoy a fulfilled and happy retirement from day one. -
03 Jun 2020Weekly Tax Update 2 June 2020
The latest tax update and VAT round up for the week. -
01 Jun 2020COVID-19: what will the future look like?
01/06/2020 - As the Government imposed lockdown, we explored the immediate action all firms should take to protect themselves financially. We then looked at the lessons to be learned so far from the impact of the pandemic on professional services firms. In this insight we look further ahead, assessing the potential longer-term consequences. -
01 Jun 2020Cable under tension from upcoming UK-EU talks
01/06/2020 - Amongst financiers, particularly forex traders, the term ‘cable’ denotes the exchange rate between GBP and USD or even just GBP itself. The name is derived from 1800s transatlantic cables used to transmit the GBP/USD exchange rate. Downwards cable equals sterling depreciation and dollar appreciation and upwards, the opposite. -
29 May 2020
Key Weekly Data Points – week commencing 25/05/2020
29/05/2020 - Daniel Casali provides a round-up of key market activity during the week of 25th May. -
28 May 2020Keeping it in the family-a generational opportunity for estate owners
Amidst the current economic crisis, is there an opportunity for estate owners to consider wider family planning and passing wealth down the generations in a tax-efficient way? -
27 May 2020Pension Planning (Tapered Annual Allowance)
27/05/2020 - Pension planning; an opportune time to review your current level of pension funding? -
26 May 2020New audit independence rules - are you impacted?
Recent changes to audit independence rules will impact businesses of all sizes, as the FRC increases the separation of audit and non-audit services and introduces further restrictions. -
22 May 2020
Key Weekly Data Points – week commencing 18/05/2020
22/05/2020 - Daniel Casali provides a round-up of key market activity during the week of 18th May. -
22 May 2020A tale of two valuations does not necessarily imply US equities are expensive
22/05/2020 - Since the US equity market bottomed out, its subsequent rebound has caught many investors off-guard. -
22 May 2020Family Investment Companies – a tax efficient and timely opportunity
22/05/2020 - A Family Investment Company (“FIC”) is a useful vehicle for both passing wealth to the next generation and as an investment vehicle in its own right. It also has potential inheritance tax (“IHT”), income tax and capital gains tax benefits. Now is a particularly good time to be establishing a FIC, given current depleted asset values. -
20 May 2020Impact on Corporate Tax Residence and taxable presence
20/05/2020 - The Coronavirus pandemic has disrupted travel globally. Restrictions on movement and the location of people can affect the tax residence position of both businesses and individuals. -
19 May 2020Weekly Tax Update 19 May 2020
The latest tax update and VAT round up for the week. -
18 May 2020Digital Services Tax
The UK Government has introduced a new Digital Services Tax (DST) for large digital businesses.