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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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

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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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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