FSL News & Views

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  • Government Response to OTS’s CGT Review

    The Treasury have formally replied to the Office of Tax Simplification (OTS) on the recommendations put forward in their May 2021 report on the review of Capital Gains Tax (CGT).  The full response, that also includes conclusions of the Treasury’s review of the OTS and a response to the OTS’s Inheritance Tax (IHT) review report […]

  • FCA Targets ESG Data Providers

    The need for Wealth Management firms to align with Sustainable Finance Disclosure Regulation (SFDR) has led to an increasing demand for ESG and carbon data.  This in turn has produced an increase in the cost for such data.  A recent report by Substantive Research found investment firms are increasing their budgets for ESG data as […]

  • New Members of the FSL Team – More for 2021

    2021 has seen a flurry of new hires for FSL.  Following on from the new members that started at the beginning of the year we have additions to the Infrastructure, Development and Business Analysis teams. Ben returned to FSL’s Infrastructure team after a couple of years away working for a charity.  His new role as […]

  • ESG Investor Concerns

    As part of FSL’s monitoring of key drivers within the financial services sector, we examine results from the latest research.  This month we have focused on some interesting data and studies on ESG. UK advisers are not obliged to specifically ask clients about their sustainability preferences is one of the consequences of Brexit.  Furthermore, the […]

  • JP Morgan Corporate Challenge 2021

    For the 7th consecutive year, FSL participated in the JP Morgan Corporate Challenge (JPMCC). As the event was held virtually this year, participants were able to walk, jog, or run any 3.5 mile (5.6km) route regardless of location, time of day, or terrain. We would like to thank Sarah, Rita, Zuzana, Ken G, Jackie, Charlene, […]

  • Headlines from COP26

    Following ‘Finance Day’ at COP26 yesterday, here are the main headlines:   UK Pledges to Become World’s First Net-Zero Aligned Financial Center Rishi Sunak announced proposals requiring financial institutions and listed companies to publish net-zero transition plans, by 2023 that specify how they will adapt and decarbonize as the UK moves towards a net-zero economy […]

  • Residential Property CGT Update

    Though the budget didn’t include the anticipated changes to CGT as suggested in the Office of Tax Simplification’s May 2021 report, one recommendation was announced.  The deadline for reporting CGT on residential property sales will be extended from 30 days to 60 days.  This new rule will be applied to all property sales on or […]

  • Autumn Budget 2021

    Below is a summary of items announced that may be relevant to FSL clients. For more detail, please refer to the GOV.UK website and the Overview of Tax Legislation and Rates (OOTLAR) published by HM Treasury and HMRC it provides a thorough summary of all the tax-related changes.  All the changes announced will form part of […]

  • Launch of New ETHiX Website

    We are pleased to announce the launch of the newly created ETHiX website, in conjunction with the release of FSL’s new ESG portfolio rating and modelling tool. The new website highlights the growing importance of ESG within the financial services sector. The website boasts a fresh look and user-friendly navigation, updated with the latest information […]