How has the IFPR impacted Exempt-CAD firms?
The FCA’s new Investment Firm Prudential Regime (IFPR) will be introduced at the start of 2022. To help firms prepare for the new regime, Wheelhouse Advisors has worked with a...
The FCA’s new Investment Firm Prudential Regime (IFPR) will be intro...
Returning to the Workplace
As COVID-19 restrictions are starting to be eased and a new normal emerges, it’s important to think about what needs to be done in our workplaces to ensure they are not only p...
As COVID-19 restrictions are starting to be eased and a new normal eme...
Wheelhouse Advisors sponsors the HFM Virtual Symposium
Wheelhouse Advisors will be speaking at the forthcoming HFM Regional Virtual Symposium on Tuesday 27th April. With the implementation of the new prudential regime for investment...
Wheelhouse Advisors will be speaking at the forthcoming HFM Regional V...
Wheelhouse Advisors is delighted to be awarded the accolade for Best Accounting Firm at the PE Wire European Awards 2021
Wheelhouse Advisors, specialist providers of services to the financial services sector, is delighted to be named as Best Accounting Firm at the PE Wire European Awards for 2021....
Wheelhouse Advisors, specialist providers of services to the financial...
Welcome to the team David Osborne
We are delighted to welcome David Osborne as Wheelhouse Advisors' Chief Financial Officer. David has a wealth of experience gained during his long career spanning roles at KPMG,...
We are delighted to welcome David Osborne as Wheelhouse Advisors' Chie...
Top Tips for End of Year Tax Planning
As another tax year draws to an end, (and what a year it has been for all the wrong reasons) it is time to turn your attention to some basic tax planning strategies that are oft...
As another tax year draws to an end, (and what a year it has been for ...
Budget 2021 - The Big Freeze
After several weeks of speculation on likely tax hikes, Rishi Sunak today delivered a Budget that could lead the UK out of the horror story of the past twelve months and into a ...
After several weeks of speculation on likely tax hikes, Rishi Sunak to...
Prepare for IFPR early and streamline your FY20 audit close-out
Auditors requiring enhanced going concern evidence in light of new prudential regime Assessing and documenting the impact will aid auditors in concluding on appropriateness of ...
Auditors requiring enhanced going concern evidence in light of new pru...
Reducing your Inheritance Tax Exposure with Lifetime Gifts
Many people are paying too much inheritance tax A simple way of reducing your potential IHT liability is to consider making gifts out of your estate during your lifetime. The Pr...
Many people are paying too much inheritance tax A simple way of reduci...
Wheelhouse Advisors is Shortlisted in European Awards
We are delighted to be shortlisted in two prestigious industry awards. In the 2021 European Hedgeweek Awards, Wheelhouse Advisors has been shortlisted in the Best Accounting Fir...
We are delighted to be shortlisted in two prestigious industry awards....
Support with UK Tax Returns - payment deadlines have not changed
As you may well have heard, HMRC will not charge any late filing penalties in respect of Tax Returns filed by 28 February 2021. Although this is welcome news for taxpayers who h...
As you may well have heard, HMRC will not charge any late filing penal...
Welcome to the team Alex Prentice
We are delighted to announce that Alex Prentice has joined the Wheelhouse Advisors team as Business Development Manager. Alex brings over 13 years of experience working across f...
We are delighted to announce that Alex Prentice has joined the Wheelho...
Exciting moves at Wheelhouse Advisors
Exciting moves at Wheelhouse Advisors! We are delighted to announce that Nicole Jessup has moved into the position of COO at Wheelhouse Advisors. Being with the firm for over 12...
Exciting moves at Wheelhouse Advisors! We are delighted to announce th...
Possible Changes to Capital Gains Tax
In July 2020, the Chancellor asked the Office of Tax Simplification (OTS) to carry out a review of Capital Gains Tax (CGT). The goal was to identify opportunities relating to ad...
In July 2020, the Chancellor asked the Office of Tax Simplification (O...
Welcome to the team Dave King
We are delighted to welcome David King to the Wheelhouse Advisors team. Dave joins us as Business Development Director and brings 25+ years' experience gained across some of the...
We are delighted to welcome David King to the Wheelhouse Advisors team...
“You need to act now” letters sent to UK investment management sector
Brexit Preparations for UK Investment Firms Many businesses have been receiving letters from the government’s Department for Business over the past weeks, asking if they are r...
Brexit Preparations for UK Investment Firms Many businesses have been ...
FCA publishes its first consultation paper on the new IFPR
The FCA has published its first consultation paper on the new Investment Firm Prudential Regime. The consultation paper covers categorisation, consolidation, capital resources a...
The FCA has published its first consultation paper on the new Investme...
Event Recap: New Prudential Regime for Investment Managers
IFPR: Lessons from the early adopters on the new Prudential Regime for Investment Firms I was delighted to chair this recent full day event, which featured a knowledgeable set o...
IFPR: Lessons from the early adopters on the new Prudential Regime for...
HMRC 'One to Many' letters, One too Many?
As a seemingly bottomless pit of money continues to be distributed to those individuals and businesses most severely affected by Coronavirus, it was predictable that HMRC would ...
As a seemingly bottomless pit of money continues to be distributed to ...
Prudential challenges coming for UK investment managers
New prudential regime imposes new and increased requirements Investment managers will be subject to significant new capital and liquidity requirements, enhanced governance stand...
New prudential regime imposes new and increased requirements Investmen...