Industry news and insights Archives

How ESG Reporting Modelling Supports Wealth Managers & Investors

What is ESG reporting modelling? Environmental, Social and Governance (ESG) reporting is a difficult yet essential aspect of the investment process. Accurate reporting allows an investor or wealth asset manager to see the detailed analysis of the investment portfolio and ESG portfolio ratings. This enables them in monitoring the ESG impact of investments and working […]

The Benefits of Sustainable & Ethical Investing

The investment landscape has changed dramatically over the past few decades. Environmental, social and governance (ESG) concerns, ranging from a depleting ozone layer and unethical supply chains to corruption concerns and gender discrimination, have ushered in a new form of investing: sustainable and ethical investing. The practice of sustainable and ethical investing aims to produce […]

Excluded Indexed Securities Now Included in Self Assessment Tax Returns

On 22 March HMRC published Agent Update 106, for agents such as accountants who act on behalf of taxpayers. Agent Update 106 states that SA108 – the individual Self Assessment return form for capital gains – will be amended to include gains arising on the disposal of excluded indexed securities. This update was announced under […]

Spring Budget 2023: Pension Changes & Pre-Retirement Benefits

Our team has been hard at work analysing the 2023 Spring Budget. Here we provide a summary of the tax changes which may affect our clients and explore what the budget will mean for the 2023-24 tax year and beyond. 2023 Spring Budget at a glance The personal allowance and starting rate for savings will […]

Even Institutional Investors Find the CGT Regime A Challenge

The FT published a timely piece by Cliff Weight of ShareSoc earlier this year, campaigning on behalf of individual investors. His piece raised the difficulties that individual investors face when they sell shares and are required to calculate the capital gains tax (CGT) due, from the rebasing rules of 1982, to the cost apportionment rules […]

Tax Talk: Tax Implications of Hybrid and Distance Working

Tax Talk is a regular series written by FSL’s tax expert, Alex Ranahan. Alex has nearly ten years’ experience as a tax adviser and analyst. He is accredited by The Association of Taxation Technicians and was recently elected co-chair of the Tax Committee for The Investing and Saving Alliance. Alex’s Tax Talks are on general topics and […]

Round-Up of Expert Predictions For 2023

2022 was a turbulent year, with geopolitical tensions instigated by the war in Ukraine, economic instability leading to a global recession, and a UK government with a revolving door of prime ministers and officials. While there are hopes that 2023 will fare better, commentators are still cautious to predict a wholly positive outlook. Below, we […]

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