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Insights

Our experts provide their insights on the latest industry developments and share tips on accountancy and business matters.

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Gillian Boston

Gillian Boston

Financial Services Director

Connect on LinkedIn

06 January 2026

  • Financial Services
  • Audit & Assurance
CASS 15 – payment services and e-money

The safeguarding landscape for payment and e-money firms is about to become more challenging. From 7 May 2026, the FCA’s new rules under PS25/12 come into force for authorised payment institutions, authorised e-money institutions, small e-money institutions, and credit unions issuing e-money in the UK. Gillian Boston, Audit Director, explains further.

Catriona Love

Catriona Love

Outsourced Finance Services Senior Manager

06 January 2026

  • Business Advisory
  • Outsourced Finance Services
What’s next after you’ve received equity funding?

For many businesses on an accelerated growth journey, receiving private equity funding is a huge milestone that you’ll have been working towards for a significant period of time. Once you have received equity funding, it is likely that you will need to provide your investors with financial reporting on a regular basis. For many owner managed businesses (“OMBs”), this might not be something you’re used to doing, so this blog explains what you’ll need to consider for the next stage of your business journey.

Bryan Shepka

Bryan Shepka

Partner and Head of Financial Services

22 December 2025

  • Financial Services
Financial Services Sector - predictions for 2026

As we look back at the predictions we made for 2025, one thing stands out: we were directionally spot-on. The themes we highlighted last year - AI adoption, long-term strategic investment, continued M&A activity, the evolution of Consumer Duty, and the growing importance of resilience - are still the forces shaping the industry.

Margaret Heggie

Margaret Heggie

Tax Senior Manager

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18 December 2025

  • Private Client Tax
HMRC registration deadline for Trusts and companies coming in at the end of year

If you are a trustee or manage a company with investment income, please take note of an upcoming deadline that you may be required to comply with. The UK Government has introduced changes to the Automatic Exchange of Information (AEOI) rules, which impacts certain trusts, companies, and partnerships.

Fraser Kidd

Fraser Kidd

Digital Advisory Senior Manager

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17 December 2025

  • Business Solutions
  • Digital Advisory
Digital disaster? Time to go analogue

I had to smile (and shake my head a little) when I read the latest UK Government guidance: every business, regardless of size, should have its disaster recovery plan written down on paper and kept somewhere safe. Yes, actual paper. In this day and age.

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