Investment management is a highly dynamic marketplace which incorporates a vast range of financial products, systems and strategies. Firms must strive to outperform the competition and need professional advisers who understand and can advise on innovative strategies to ensure strong performing products can be built, whilst ensuring the appropriate regulatory frameworks are in place. Tax structuring and the retention of key performers, particularly in light of the Remuneration Code, are crucial in this highly competitive arena.

Moore Kingston Smith’s Specialist Financial Services sector group provides expert advice and support to investment management firms, stockbrokers and funds, from start ups through to listed companies. We help to structure the business efficiently for tax and put the appropriate regulatory controls, risk frameworks and governance procedures in place. Our specialist tax department provides advice on issues including transfer pricing, UK and offshore tax structuring and employee benefits.

We provide specialist services to insurance brokers in the following areas:

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