Latest News

  • Legal Entity Identifier (LEI) applications

    Having undertaken some research into the process of obtaining an LEI, we thought it might be helpful to share the outcome. You may have commercial clients, firms or perhaps trusts... Read more.

  • ALIFA Client Agreement

    We have updated the ALIFA Client Agreement template and a copy is attached above – mainly to reflect the more onerous requirements under the new General Data Protection Regulations which... Read more.

  • Data Protection – update

    We mentioned the General Data Protection Regulations (GDPR) which take effect from May 2018 in a previous news item, and you may in the meantime have heard snippets in the... Read more.

  • EIS’s, VCT’s & BPR

    You may be aware that the Treasury have conducted a Patient Capital Review, including EIS’s, VCT’s & BPR. The impact of this will be heard in the Autumn statement on... Read more.

  • HMRC notification – clients with income/assets overseas

    Many of you may already be aware of the HMRC Notification requirements for clients who hold income/assets offshore. In line with HMRC’s requirements – ALL “Specified Relevant Persons” (Tax Advisers,... Read more.