The UK continues to deliver as an attractive destination for asset management

1 April 2022

The UK has always been an attractive place of business for the asset management industry. The UK is comfortably the largest asset management centre in Europe and the second larg...

The UK has always been an attractive place of business for the asset m...

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Alternative investments continue to drive towards digitisation

29 March 2022

Wheelhouse Advisors explores the importance of digitisation in the alternative investment sector and how this will shape the industry in the short to medium term. The ripple ef...

Wheelhouse Advisors explores the importance of digitisation in the alt...

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What is a Qualifying Asset Holding Company?

28 March 2022

The UK government has always been keen to make the UK a choice of location for establishing funds. Over the years we have seen UK tax regimes for REITS, PAIFS and TEFs be introd...

The UK government has always been keen to make the UK a choice of loca...

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Wheelhouse Advisors partner with Ecologi for a greener future

17 March 2022

The importance of Environmental Social Governance (ESG) alongside technological innovation in the financial services space continues to have a place on the agenda of top-level m...

The importance of Environmental Social Governance (ESG) alongside tech...

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Wheelhouse Advisors partner with ESG Playbook, a leading comprehensive SaaS platform

12 March 2022

ESG Playbook is devoted to simplifying and streamlining the ESG reporting process.  ESG Playbook is the only platform to have all the ESG reporting tools in one solution. The...

ESG Playbook is devoted to simplifying and streamlining the ESG report...

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Now is the time to consider employer and employee year end obligations

5 March 2022

As we approach the end of the tax year, employers will be preparing for their end of year payroll obligations. Listed below are some of the planning and compliance related matte...

As we approach the end of the tax year, employers will be preparing fo...

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Have you considered a Family Investment Company?

22 February 2022

A Family Investment Company (FIC) offers a tax efficient way to retain control over assets and pass them to the next generation. It is therefore worth considering them as part o...

A Family Investment Company (FIC) offers a tax efficient way to retain...

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Social mobility begins at education level - Part 3

17 February 2022

Social mobility is a topic that has been gaining momentum in the financial sector and last summer the FCA shared a paper with the firms they regulate to detail their commitment ...

Social mobility is a topic that has been gaining momentum in the finan...

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Redefining Culture in the Investment Sector

10 February 2022

The pandemic has changed the way we work forever forcing companies in the investment sector to reconsider their approach to work and how they support their employees. Now is the...

The pandemic has changed the way we work forever forcing companies in ...

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Year End Tax Planning 2022

10 February 2022

With the tax year end rapidly approaching, it is always an idea to consider whether there are any steps that can be taken to minimise your tax liability for this and possibly, f...

With the tax year end rapidly approaching, it is always an idea to con...

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How do firms embrace the challenges around social mobility? – Part 2

3 February 2022

Financial firms are creating training programs that work towards this specific goal. For instance, Goldman Sachs will start training apprentices directly on its London trading f...

Financial firms are creating training programs that work towards this ...

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The importance of social mobility in the financial services industry – Part 1

3 February 2022

Social mobility refers to the passage of an individual or a group of individuals from one social category to another. This can include households, families or any other category...

Social mobility refers to the passage of an individual or a group of i...

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What is the Group Capital Test?

14 January 2022

At the start of January 2022, the IFPR came into effect, with the goal to simplify and streamline the prudential requirements for MiFID investment firms that are FCA regulated i...

At the start of January 2022, the IFPR came into effect, with the goal...

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The IFPR Impact on Matched Principal Broker Firms

14 January 2022

Since 1st January 2022, there has been a new UK prudential regime for MiFID investment firms, the IFPR. This new prudential regime affects all UK investment firms but has a spec...

Since 1st January 2022, there has been a new UK prudential regime for ...

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Simplifying tax policies may not always be helpful for a Fund Manager LLP

7 January 2022

A typical conversation with clients who are thinking of incorporating an LLP is around the way in which members of LLPs are taxed during the opening two to three years of trade....

A typical conversation with clients who are thinking of incorporating ...

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The importance of data within the FCA focus on financial resilience

14 December 2021

In September 2021, the FCA issued a letter to wealth management and stockbroking firms with a reminder to CEOs to ensure they keep focus on ‘key harms’ in their sector. Thes...

In September 2021, the FCA issued a letter to wealth management and st...

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SFC bring in changes to Financial and Regulatory Reporting requirements

1 December 2021

Additional detailed data required in SFC FRR submissions SFC-regulated businesses have become accustomed to their regular financial and regulatory reporting (“FRR”) requirem...

Additional detailed data required in SFC FRR submissions SFC-regulated...

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The regulatory reporting mailer explained - Part 2

30 November 2021

This series sets out to help investment firms understand what to expect regarding regulatory reporting in relation to the IFPR (Investment Firm Prudential Regime) when it comes...

This series sets out to help investment firms understand what to expec...

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The regulatory reporting mailer explained - Part 1

20 November 2021

It is a FCA requirement for all UK investment firms to submit regulatory returns on an ongoing basis. However, a new prudential regime has been defined by the FCA (Financial Con...

It is a FCA requirement for all UK investment firms to submit regulato...

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Wheelhouse Advisors participating in social responsibility

19 November 2021

COP26, the 26th United Nations Climate Change conference, was held in Glasgow at the beginning of this month. A member of the Wheelhouse team was lucky enough to not only visit ...

COP26, the 26th United Nations Climate Change conference, was held in ...

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