Insurance intermediaries

Acquisition can often mean a change in reporting requirements. We provide a guide on what to expect and how best to prepare.

We explore the impact of some of the main macroeconomic developments on industry trends such as M&A activity and market concentration.

Two common employment tax-related errors could cause you real problems when it’s time to sell the business. Here’s how to avoid the pitfalls that can threaten a smooth sale.

If your firm is preparing for a CASS 5 audit, our recent conversation with the Regulator may provide some crucial guidance.

Transfer Pricing Director Farhan Azeem explains why UK-based MGAs and brokers operating in the EEA will need to (re)assess their business operating model from a transfer pricing perspective or risk facing tax adjustments and fines.

With the first implementation deadline for embedding Consumer Duty in business operations drawing near, we set out a plan of attack to get the job done.

We summarise the 2023 Spring Budget measures that are relevant to the insurance broking community.

Consultation on FRED 82 ended in April. Its proposed changes to FRS 102 are likely to have a significant impact on brokers. Partner Satya Beekarry says that brokers should start planning now.

Michael Corcione explains why cybersecurity needs to be one of the priority areas for acquiring firms’ transaction due diligence and highlights the key areas for focus.

We take a look at the most prevalent VAT misconceptions that could cause your business to come a cropper.

The current macro-economic climate, coupled with weak financial resilience caused by the cost of living crisis, may tempt firms to cut corners in their client money compliance.

When you’re closing the 2022 year end financials, tax for 2023 may not be at the top of your list. But the time of year means changes are not far off. Here are some pointers to consider.

2021 has been another fascinating year for the UK broker market. We look at some of the main trends – including ownership, M&A activity, market concentration and sector specialism.

The FCA has published a policy statement, Improving the Appointed Representatives (ARs) regime, which sets out its updated rules and requirements for principals and ARs.

In July 2022 the FCA published details of its new Consumer Duty. Here’s a recap of the key points.