Webinar Summary: Reporting Requirements for firms in the EEA under the new IFR

23 July 2021

How are investment management firms in the EEA faring with the newly implemented Investment Firm Regime, which became effective on 26th June 2021? Many firms are not yet confide...

How are investment management firms in the EEA faring with the newly i...

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How will the IFR impact investment firms in the EEA?

28 June 2021

From 26th June 2021, the Investment Firm Regulation (IFR) the new regime on prudential requirements for MiFID investment firms and the accompanying Directive (IFD) have now beco...

From 26th June 2021, the Investment Firm Regulation (IFR) the new regi...

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Interview with Private Equity Wire, Bracing for changes

23 June 2021

The implementation of the Investment Firm Prudential Regime (IFPR) in the UK in January 2022 and its EU equivalent, the IFR, later this year will impact all firms with MiFID per...

The implementation of the Investment Firm Prudential Regime (IFPR) in ...

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Additional investment to support impressive growth plans

21 June 2021

Wheelhouse Advisors, the award-winning provider of prudential management, regulatory reporting and accounting, tax and HR support to the financial services sector, partners with...

Wheelhouse Advisors, the award-winning provider of prudential manageme...

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On-demand Webinar: DAC6

10 June 2021

DAC6 is a new EU directive designed to strengthen transparency over cross-border tax arrangements.  Sutharman Kanagarajah, Head of Corporate Tax at Wheelhouse Advisors, joined ...

DAC6 is a new EU directive designed to strengthen transparency over cr...

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HFM Virtual Symposium - New Prudential Regime for Investment Firms

1 June 2021

Our Head of Prudential, Mike Chambers recently took part in HFM's Virtual Symposium, where he outlined the new prudential regime for investment firms, due to come into effect in...

Our Head of Prudential, Mike Chambers recently took part in HFM's Virt...

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Reflections 12 Months on

26 May 2021

What a year it has been. Following the launch of Wheelhouse Advisors in May 2020, we reflect on the global pandemic, Brexit and the announcement of some significant regulatory c...

What a year it has been. Following the launch of Wheelhouse Advisors i...

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How has the IFPR impacted Exempt-CAD firms?

6 May 2021

The FCA’s new Investment Firm Prudential Regime (IFPR) will be introduced at the start of 2022. To help firms prepare for the new regime, Wheelhouse Advisors has worked with a...

The FCA’s new Investment Firm Prudential Regime (IFPR) will be intro...

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Returning to the Workplace

3 May 2021

As COVID-19 restrictions are starting to be eased and a new normal emerges, it’s important to think about what needs to be done in our workplaces to ensure they are not only p...

As COVID-19 restrictions are starting to be eased and a new normal eme...

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Wheelhouse Advisors sponsors the HFM Virtual Symposium

9 April 2021

Wheelhouse Advisors will be speaking at the forthcoming HFM Regional Virtual Symposium on Tuesday 27th April. With the implementation of the new prudential regime for investment...

Wheelhouse Advisors will be speaking at the forthcoming HFM Regional V...

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Wheelhouse Advisors is delighted to be awarded the accolade for Best Accounting Firm at the PE Wire European Awards 2021

25 March 2021

Wheelhouse Advisors, specialist providers of services to the financial services sector, is delighted to be named as Best Accounting Firm at the PE Wire European Awards for 2021....

Wheelhouse Advisors, specialist providers of services to the financial...

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Welcome to the team David Osborne

18 March 2021

We are delighted to welcome David Osborne as Wheelhouse Advisors' Chief Financial Officer. David has a wealth of experience gained during his long career spanning roles at KPMG,...

We are delighted to welcome David Osborne as Wheelhouse Advisors' Chie...

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Top Tips for End of Year Tax Planning

18 March 2021

As another tax year draws to an end, (and what a year it has been for all the wrong reasons) it is time to turn your attention to some basic tax planning strategies that are oft...

As another tax year draws to an end, (and what a year it has been for ...

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Budget 2021 - The Big Freeze

3 March 2021

After several weeks of speculation on likely tax hikes, Rishi Sunak today delivered a Budget that could lead the UK out of the horror story of the past twelve months and into a ...

After several weeks of speculation on likely tax hikes, Rishi Sunak to...

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Prepare for IFPR early and streamline your FY20 audit close-out

1 March 2021

Auditors requiring enhanced going concern evidence in light of new prudential regime Assessing and documenting the impact will aid auditors in concluding on appropriateness of ...

Auditors requiring enhanced going concern evidence in light of new pru...

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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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Wheelhouse Advisors is Shortlisted in European Awards

4 February 2021

We are delighted to be shortlisted in two prestigious industry awards. In the 2021 European Hedgeweek Awards, Wheelhouse Advisors has been shortlisted in the Best Accounting Fir...

We are delighted to be shortlisted in two prestigious industry awards....

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Support with UK Tax Returns - payment deadlines have not changed

4 February 2021

As you may well have heard, HMRC will not charge any late filing penalties in respect of Tax Returns filed by 28 February 2021. Although this is welcome news for taxpayers who h...

As you may well have heard, HMRC will not charge any late filing penal...

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Welcome to the team Alex Prentice

1 February 2021

We are delighted to announce that Alex Prentice has joined the Wheelhouse Advisors team as Business Development Manager. Alex brings over 13 years of experience working across f...

We are delighted to announce that Alex Prentice has joined the Wheelho...

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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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