Welcome to our monthly focus on how BKL can support you and your growing business.
In this edition, you’ll find out how our private client tax team help individuals and families to plan for uncertainty, as well as our events and webinars this month.
Read on for more about we can help you to solve tough problems, manage your risks and achieve your ambitions.
The complexities of UK and international tax, potential tax changes from the new UK Government, and the uncertainty of life, make wealth planning a challenge. Trusted advice enables you to understand your options and plan ahead.
Whether you’re seeking guidance for yourself, your family or your trust, we have specialists who can help you: from personal tax, trusts and non-domiciled services to estate planning, wills and probate. Among the areas we advise on most often is inheritance tax, particularly for property.
Four of our team feature in the latest Accountants & Tax Advisers Index from Spear’s, recognising the top private client advisers. We’ve also been ranked as one of eprivateclient’s Top Accountancy Firms for 2024. And our advice to other tax professionals is frequently published in Taxation magazine.
With the recent appointment of Neil Lancaster as our newest partner in private client tax, we’re continuing to grow the in-depth expertise available to clients.
The relationships we build are personal ones but each is underpinned by decades of varied experience. However complex or sensitive your circumstances are, you’ll receive clear explanations without confusing jargon.
While a new government’s first Budget is often momentous, Prime Minister Keir Starmer has warned that the Autumn Budget on 30 October will be “painful” with “tough decisions”.
Join us on 31 October (from 1:00pm UK time) when our tax specialists will explain what the announcements mean for individuals, families, businesses and property owners, potential next steps and how we can help.
We’re delighted that this will be the first webinar to combine the tax expertise of BKL and Wilson Wright, who came together with BKL earlier this year.
Everyone who registers will be sent a link to the recording and slides afterwards.
The approaching deadlines for submitting 2023/24 self-assessment UK tax returns – 31 October 2024 for paper, 31 January 2025 for online – are a reminder that every year, HMRC starts enquiries into thousands of tax returns. Anyone who submits a UK tax return could come under scrutiny unexpectedly. We’ve seen how time-consuming, disruptive and costly this can be.
Our tax fee protection, in partnership with leading UK provider Vantage, can cover the costs of our professional fees in liaising with HMRC. It has brought many clients peace of mind – and, for those clients who’ve been subject to an HMRC enquiry, considerable savings.
If you’re a BKL client who’s not already covered and you’d like to know more, we’d be happy to provide further information to help you decide.
At the Accounting Futures Roadshow, Vanisha discussed how tech is enhancing how we share information and support clients.
At Fintech as a Force for Good, Alisha took part in a roundtable on the potential of women in retail investing.
Myfanwy spoke at the ICAEW Annual Conference about ESG (environmental, social and governance) and the risks to businesses of overlooking it. At Fintech as a Force for Good, Myfanwy was on the panel discussing collaboration towards the transition to net zero.
Because sustainability is such a new and evolving area, you may be uncertain about how to begin. We can help your business to reduce risk and become more responsible. Our full range of services include consultancy, assurance, measuring and reporting. Get in touch to find out more.
Our Smart Finance, Sure Future campaign is designed to help fintech businesses secure their journeys to success, from startup to scaleup to sale.
To help e-money and fintech businesses to secure their futures, we’re excited to be hosting in-person breakfast roundtables with sector specialists Allica Bank and Bovill Newgate. Both events will take place at our City of London office (5 Fleet Place, London EC4M 7RD).
Balancing Innovation & Compliance
Wednesday 13 November, 9:00am-11:00am
From operations to regulations and resource, join us to discuss how to futureproof your EMI (electronic money institution).
We’ll be talking about:
Regulatory frameworks affecting EMIs
Acquisition and control changes: expectations for operational readiness
Strategies for navigating the application and authorisation process
Protecting consumers from fraud: upcoming changes
You’ll be joined by Jon Wedge, BKL’s Head of Financial Services, and Ben Arram, Payments Practice Lead at Bovill Newgate: a specialist regulatory consultancy for FS businesses of every size.
BKL and Bovill Newgate roundtable: I’m interested in joining
Futureproofing your Fintech
Tuesday 26 November, 9:00am-11:00am
How can you ensure that your fintech’s bright future is also a secure one? Explore these challenges with our specialists in fintech and commercial finance and Allica Bank: leading UK fintech and Britain’s fastest-growing business (Sunday Times Hundred list 2024).
We’ll be sharing insights into:
Strategies for successful funding rounds
Planning your company’s next steps, from finance to people
Managing your cashflow
Navigating complex regulations
