THE LATEST NEWS & VIEWS FROM FSL

New Members of the FSL Team – More new faces join the team

  2023 has been a busy year, and as we enter the festive period we wanted to share details of some new team members.     Marvin is the newest member of the Data Team: Marvin “I joined at the end of July and work in the Data Team as a Data Processor/Researcher in the […]

Autumn Statement 2023

Whilst the headlines have been dominated by the cut to National Insurance, the partial sale of the government’s stake in NatWest, and the increases to Universal Credit and the full state pension, we were looking more closely at the announcements that affect taxes on investments.  Here is our first look at the announcements we think […]

FSL commissions the lang cat to uncover the risks of ERI reporting

For all the innovation that goes on in our sector, the exchange of data between parties is often at odds with the standards we’d all expect.

Why Choose CGiX for Multi-Account Reporting

  Wealth managers need an easier way to report on multi and joint accounts   Increasing numbers of middle earners paying tax There are many complexities when it comes to creating accurate client tax reports. And the reporting burden will only get heavier as regulations continue to evolve. One of the most significant changes affecting […]

Breaking The ERI Silence: How Offshore Investments Can Increase The Complexity Of Tax Reporting

When navigating tax laws and gathering the right information to ensure compliance, investments in offshore funds may present a challenge for family offices. With offshore investment funds growing in popularity, the first thing to know is that holders are liable to tax on income and gains even when it is not obvious that any income […]

News from FSL – October 2023