Showing posts tagged 'personal tax advice'


Reducing your Inheritance Tax Exposure with Lifetime Gifts

18 February 2021

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...

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Exciting moves at Wheelhouse Advisors

28 January 2021

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...

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FCA publishes its first consultation paper on the new IFPR

15 December 2020

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...

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Event Recap: New Prudential Regime for Investment Managers

15 December 2020

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...

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HMRC 'One to Many' letters, One too Many?

15 December 2020

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 ...

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Wheelhouse Advisors strengthens leadership team with the appointment of experienced Chairman

27 September 2020

London, 28 September 2020 – Wheelhouse Advisors, leading provider of prudential management, regulatory reporting and accounting, tax and HR support to the financial services s...

London, 28 September 2020 – Wheelhouse Advisors, leading provider of...

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