Possible Changes to Capital Gains Tax

18 January 2021

In July 2020, the Chancellor asked the Office of Tax Simplification (OTS) to carry out a review of Capital Gains Tax (CGT). The goal was to identify opportunities relating to ad...

In July 2020, the Chancellor asked the Office of Tax Simplification (O...

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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

Many businesses have been receiving letters from the government’s Department for Business over the past weeks, asking if they are ready for new rules for business with the EU ...

Many businesses have been receiving letters from the government’s De...

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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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New Prudential Regime for Investment Firms

24 November 2020

We are delighted to be sponsors of the forthcoming Infoline digital conference, “New Prudential Regime for Investment Firms – 3rd Annual European Forum” taking place on 3r...

We are delighted to be sponsors of the forthcoming Infoline digital co...

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FCA Extension to IFPR

18 November 2020

The FCA has granted a short extension for UK investment firms to prepare for the new prudential regime until 1 January 2022. Good news that the new rules will no longer bite as ...

The FCA has granted a short extension for UK investment firms to prepa...

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Recap on Hedgeweek's Emerging Manager Summit

12 November 2020

Yesterday, I moderated a lively panel discussion at Hedgeweek’s Emerging Manager Summit where we debated outsourcing, how it has evolved and what new managers should look out ...

Yesterday, I moderated a lively panel discussion at Hedgeweek’s Emer...

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There are less than 100 days before UK Tax Returns are due

3 November 2020

With less than 100 days to go before the UK Self-Assessment Tax Return deadline, you could use the time saved by not commuting to work each day to put your Tax Return informatio...

With less than 100 days to go before the UK Self-Assessment Tax Return...

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Adviser/Arranger firms facing big changes in 2021

8 October 2020

From June 2021, adviser/arranger firms will be subject to significant new requirements including increases to capital and liquidity, enhanced governance standards and new disclo...

From June 2021, adviser/arranger firms will be subject to significant ...

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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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On-demand Webinar: DAC6

10 August 2020

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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Launching an investment business in 2021? Don’t miss out on a Christmas present from the FCA

17 July 2020

We now know that the implementation date for the new investment firms prudential regime (IFPR) will be 26 June 2021. For many types of firm, the new regime will increase require...

We now know that the implementation date for the new investment firms ...

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The Drawdown interviews CEO, Matthew Crisp

3 July 2020

Private equity operations publication, The Drawdown interviewed our CEO, Matthew Crisp. In the 5 minute article, Matthew discusses the company's background and explains why he t...

Private equity operations publication, The Drawdown interviewed our CE...

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12 months until the implementation of the new prudential regime

26 June 2020

The new prudential regime for investment firms, IFD/IFR, will be implemented in 12 months, on 26th June 2021. It will bring about significant changes for investment firms. Wheel...

The new prudential regime for investment firms, IFD/IFR, will be imple...

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Infographic: HR Guide to Returning to Work

24 June 2020

Staff returning to office premises may still be some way away for many firms, but there are a number of variables to consider and incorporate in to your planning now. The HR con...

Staff returning to office premises may still be some way away for many...

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Implementing the new Prudential Regime for Investment Management Firms

24 June 2020

The FCA has published a Discussion Paper on the implementation of the new prudential regime for investment firms.Coupled with the consultation papers and roadmap published by th...

The FCA has published a Discussion Paper on the implementation of the ...

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