December 2020


Welcome to the team Dave King

18 December 2020

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...

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“You need to act now” letters sent to UK investment management sector

17 December 2020

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 ...

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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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Prudential challenges coming for UK investment managers

10 December 2020

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...

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Welcome to the team Stuart Gartery

8 December 2020

We are delighted to announce the appointment of Stuart Gartery, who has recently joined the Private Client Tax Team at Wheelhouse Advisors as a Tax Manager. He brings with him c...

We are delighted to announce the appointment of Stuart Gartery, who ha...

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