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If you’re ready to go it alone in the financial services sector, you’ll understand the need for a comprehensive business plan backed up by incisive and diligent accounting. The ultimate goal is to pursue opportunity while balancing the demands of process and regulation. And wherever possible you’ll want to make the rules work for you.

Financial firms are outsourcing an increasing variety of tasks, from IT and fintech to lead generation and customer relationship management, back-office functions, and accounting.

Short answer: no one really knows. Brexit remains a moving feast and we won’t have all the answers for some time. But the financial sector is used to dealing with complexities – it’s all about asking the right questions in order to prepare for (and even profit from) any eventuality.

The City is no stranger to legislation. The financial sector is one of the most heavily regulated in the world. And it never stands still.

Is your financial firm missing out on margin opportunities? Following our previous quick guide to meeting your tax obligations, we highlight some of the key tax and accounting considerations to prepare for and manage plus tips to maximise efficiencies.

Most people are aware of their general tax obligations. Especially those who work in financial services. But good intentions don’t file returns. Equally, conscientiousness alone can easily miss out on margin efficiencies.