Broking Breakfast: M&A, Tax and Regulatory update
In-person event in Leeds
Join us in person on Thursday 11 July at the PKF Leeds office, as our specialist panel of experts share valuable insights in areas relevant to numerous insurance intermediaries based in the north of England, in particular those focused on growth through acquisitions.
Transaction Services Partner, Will Lanyon, will provide an overview of the insurance intermediary M&A market and due diligence findings identified by our Insurance Transaction Services team.
We will also explore the tax impact on rewarding employees with share ownership and provide an introduction to tax advantaged share schemes from Tax Partner, Catherine Heyes.
Finally, Financial Services Partner, Martin Watson, will discuss the nature, purpose and contents of the FCA’s ‘Retail Mediation Activities Return’ (RMAR) and highlight the common queries and problems that firms encounter when completing the form.