FEATURED INSIGHTS
Insurance intermediaries
News and insights for insurance brokers and MGAs
Our industry leading team are on top of accounting, tax and regulatory issues affecting your business. We share our knowledge through our quarterly in-person Broking Breakfasts, webinars to watch at your convenience, guides on current topics and a regular publication for the insurance intermediary community.
Read our latest insurance intermediaries insights.
Latest edition
Our insights
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Business Property Relief changes for brokers
1min read
Major changes to Business Property Relief (BPR) are coming in April 2026, impacting insurance brokers’ succession planning and IHT liabilities. Learn how to prepare and mitigate risks.
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Broking Business – Autumn 2025
1min read
Welcome to the latest edition of Broking Business – Autumn 2025, featuring articles and industry updates from our Insurance Intermediary team.
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Focusing on CASS 5: key insights from the FCA
1min read
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?
1min read
In this article, we explain the impact the 2025 Autum Budget may have on insurance brokers.
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HMRC VAT refund inspections: what brokers need to know
1min read
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
1min read
Learn how to avoid RMAR submission errors and ensure your compliance with FCA regulations to protect your firm’s reputation.
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Broking Breakfast – Preparing for tomorrow: FRS 102, M&A Tax and the role of AI
1min read
Watch our Broking Breakfast webinar on demand for expert updates on FRS 102 lease accounting changes, M&A Tax and the role of AI.
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Wind-down plans demystified
1min read
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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Is your insurance intermediary too big for EMI? Try CSOP.
1min read
Explore the key differences between CSOP vs EMI for insurance intermediaries and discover which scheme suits your needs best.
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Navigating profit commission arrangements amidst FRS 102 amendments
1min read
In this article, we explore how amendments to FRS 102 will impact profit commission arrangements.
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Broking Breakfast – Accounting, tax and regulatory update
1min read
Watch our Broking Breakfast webinar on demand for expert updates on accounting, VAT, and FCA regulations affecting brokers and MGAs.
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Broking Business – Spring 2025
1min read
Welcome to the latest edition of Broking Business – Spring 2025, featuring articles and industry updates from our Insurance Intermediary team.
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Mandatory Payrolling of Benefits in Kind (PBiKs): planning ahead
1min read
Understand the mandatory payrolling of benefits in kind, which will take effect from 6 April 2027 for employers and payroll professionals.
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What brokers can expect from their first Private Equity investment
1min read
We spoke to leading insurance PE investors B.P. Marsh and Apiary Capital and reflect some of their insight below, together with our own advice.
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Creating VAT groups: the advantages
1min read
Discover the pros and cons of VAT group registration for brokers, including HMRC challenges, VAT savings, and compliance risks.
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Deauthorisation from the FCA: why and how?
1min read
Explore the FCA deauthorisation process for brokers and understand its implications for client money during consolidation.
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Insurance Intermediaries: A guide to revenue recognition under FRS 102
1min read
Our guide to revenue recognition under FRS 102 outlines the comprehensive five-step model for revenue recognition and explains the accounting challenges for insurance intermediaries, focusing on common services and the potential implications.
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NIC rises and Payrolling of Benefits – Challenges and opportunities for insurance intermediaries
1min read
Discover how the NIC rises challenges impact businesses as employer contributions increase and new regulations come into effect.
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Should you sell your broking business to an Employee Ownership Trust?
1min read
Explore the benefits of an Employee Ownership Trust as a tax efficient exit strategy for broker owners seeking better incentives.
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Recent VAT tribunal might unlock significant input VAT savings for UK insurance intermediaries
1min read
Hastings Insurance’s VAT tribunal win might unlock significant input VAT savings, impacting UK insurance intermediaries positively.
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Broking Business – Winter 2025
1min read
Welcome to the latest edition of Broking Business – Winter 2025, featuring articles and industry updates from our Insurance Intermediary team.
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