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2023 has shaped up to be another busy year of change in the tax world within the financial services sector, with continued high levels of scrutiny from regulators and some challenging market conditions.
As we approach the end of 2023 it’s a good time to consider how new compliance changes have impacted your business, in particular:
• Getting ready for the next Qualified Intermediary certification
• How is your FATCA / CRS data?
• Changes to the UK ISA regime
• Update on overseas tax changes (withholding taxes and overseas tax issues for funds)