Latest News

  • 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.

  • Insistent Client Process

    As you are aware, ALIFA has previously taken a cautious stance around insistent client transactions. However, following Dale’s positive discussions with the FCA and FOS, we have now decided to... Read more.