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The aim of this page is to provide useful monthly updates on current UK tax matters that impact asset managers and underlying investee companies. 

We hope to supplement these briefings with quarterly “Asset Managers Breakfast Briefing” seminars from June 2020 onwards, with the initial seminars taking place virtually. 

Please reach out to us if you have any questions regarding the content of these briefings or if there is anything else we can help you with.

If you would like more information on international tax matters, click here.

BRIEFINGS:

Volume 1: April 2020
Deferrals of Payments on Account, COVID-19 UK Tax Developments, and Key Takeaways from March 2020 Budget

Volume 2: May 2020
Debt Investments and the Availability of Tax Loss Relief, COVID-19 Working from 凯发官网登录手机版home Tax Reliefs and Exemptions, and Employment Related Securities Reporting

Volume 3: June 2020
COVID-19 Update on CJRS revisions and ERS reporting reminder for 6 July 2020

Volume 4: July 2020
Summer Economic Statement highlights, incentivising management teams in uncertain times and the COVID-19 Companies House filing extension.

Volume 5: August 2020
Introduction to A&M TAXAND Scotland’s newest team members, call for evidence for Capital Gains Tax (CGT) and Pensions tax relief and a Market update from Managing Director, Daniel Parry.

Volume 6: September 2020
Introduction to A&M TAXAND Scotland’s newest team member, guidance on DAC 6 implementation and reporting and the Scottish Government's recent consultation on Scottish taxes.

Volume 7: October 2020
An introduction to A&M Scotland’s newest team member, A&M Scotland Asset Manager breakfast briefing – 4th November 2020 and postponed autumn budget and call for evidence on Capital Gains Tax (“CGT”). 

WEBINARS:

Wednesday 24 June 2020
Scotland Asset Manager Breakfast Briefing

Wednesday 04 November 2020
Scotland Asset Manager Breakfast Briefing

CONTACTS:

Daniel Parry
Managing Director
+44 7788 364 778
dparry@zsreturn.com

Donald Campbell
Senior Advisor
+44 7703 123 121
dcampbell@zsreturn.com

Jordan Brown
Director
+44 7788 402 732
jordan.brown@zsreturn.com

Charlotte Walker
Associate
+44 7884 698 560
cwalker@zsreturn.com