Insurance intermediaries

Explore the benefits of an Employee Ownership Trust as a tax efficient exit strategy for broker owners seeking better incentives.

Hastings Insurance’s VAT tribunal win might unlock significant input VAT savings, impacting UK insurance intermediaries positively.

At our bi-annual meeting with the FCA, we asked for clarification on various CASS issues where we commonly receive push-back from clients when we raise breaches on these matters.

Last year Chancellor Rachel Reeves delivered the first Budget of the new Labour Government. Expected to be a significant fiscal event, it had been the subject of much speculation. We take a closer look at the impact for insurance brokers. 

VAT rules can be mind-boggling at the best of times. We highlight frequent areas of confusion for brokers and MGAs, and explain the relevant guidelines.

We examine the impact of these developments and assesses the potential for a soft market in insurance rates. We provided analysis for Insurance Age’s flagship annual ‘Top 100 Broker’s survey.

Understand the latest Business Property Relief changes and their impact on unquoted business owners and brokers.

Will Lanyon examines the impact of some of the recent developments in the insurance industry and looks ahead to 2025.

The FRC published periodic changes to FRS 102 in March. So, what do these changes mean for you?

Acquiring another broking business has accounting consequences. We provide an insight to help guide you through the complexities.

The FCA is hot on the heels of firms that try to set up or run non-statutory trust (NST) client money accounts without the required auditor sign-off.

Take up of the parent guarantee to bypass audits is relatively uncommon among insurance intermediaries. But take a closer look.

Timothy Goodger, partner at City law firm Elborne Mitchell LLP, considers why CWBs are under so much scrutiny.

Whatever the circumstances of your wish to provide perks to staff, there are tax issues to take into account. We look at the common ways that brokers can provide share incentives and the key tax considerations.

We explore the benefits of a control-based approach to data protection. How does it contribute to a secure and compliant environment? And what new approaches have recently been approved in the UK?