Alvarez & Marsal Managing Director, Adam Bradley, makes the case for funds refreshing their focus on the performance of longer-held assets

We discuss: HMRC communications to LLP's, the UK-Luxembourg Double Tax Treaty, an ERS reporting reminder for 6 July 2022; and the Second self-assessment payment on account reminder

Welcome to our May edition of the A&M Taxand Scotland Asset Managers Briefing Note!

A&M’s Corporate Performance Improvement practice recently spoke with one of its clients, Phillip Pappan of Superior Energy Services. Phillip shared what it was like to work with our team on a major technology transformation, and the valuable partnership that came from our collaboration. 

New regulations, increased focus on ESG, and reinvigorated law enforcement require companies in the Middle East to rapidly advance their corporate governance agendas to stay ahead of government and shareholder demands.

Welcome to our March edition of the A&M Taxand Scotland Asset Managers Briefing Note!

Join A&M's Marthe Haverkamp, M.D., Ph.D., for a special podcast featuring two international COVID-19 experts, virologist Ab Osterhaus, Ph.D., and vaccine expert Manon Cox, M.D., Ph.D., to discuss the Omicron variant and the future of vaccines.

In a recent Information Security Media Group (ISMG)’s video interview, A&M cybersecurity expert Rocco Grillo, along with Steve Wallstedt, CISO of ABN AMRO Bank and Greg Kyrytschenko, Deputy CISO of Guardian Life, provide best practices for building cyber resiliency. 

Our November briefing note will cover a variety of topics including:

1. Introduction to Rachel Brown, Analyst at A&M Taxand;
2. The Autumn Budget and Spending Review 2021;
3. Webinar on the Autumn Budget and Spending Review 2021; and
4. Closure of the Coronavirus Job Retention Scheme.

Our October briefing note will cover a variety of topics including:

1. Introduction to Monica Houston, Manager at A&M Taxand;
2. Extension to start date for Making Tax Digital for Income Tax and Self-Assessment; and
3. Report on Non-Executive Director Fees in the FTSE 350 and FTSE SmallCap.

Our August briefing note will cover a variety of topics including: Proposed changes to basis periods for Income Tax; HM Revenue & Customs’ (“HMRC”) Family Investment Company (“FIC”) team; and
Second self-assessment payment on account reminder for 31 July 2021.

Hear how Dr. Susan Turney leveraged her systems’ capabilities and data to most efficiently and effectively meet the needs of her patients.

Our July briefing note will cover a variety of topics including: An introduction to new joiner, Rachael Kieran, Manager; second self-assessment payment on account reminder for 31 July 2021; and Employment Related Securities (“ERS”) reporting reminder for 6 July 2021.

Our June briefing note will cover a variety of topics including:

1. Introduction to new A&M Taxand Manchester team led by Nick Walton, Senior Director;
2. Guest blog “Changes on the horizon” from Kathleen McLeay, CEO at NCM Fund Services Limited; and
3. Employment Related Securities (“ERS”) reporting reminder for 6 July 2021.

The Healthcare Industry Group’s professionals embody A&M’s core values every day through integrity, personal reward, inclusive diversity, quality and fun.