Newsletters & Articles

August 2016
The Evolution of U.S. Reporting Requirements for Canadian Retirement Accounts. Rob Whittall and Raizy Margolin recently co-authored an article in the August issue of The Tax Advisor (American Institute of CPAs) explaining the evolution of the IRS reporting requirements for Canadian registered retirement savings plans (RRSPs) and registered retirement income funds (RRIFs). Read more...


March 9, 2016
Fairer balance is needed. Dyke Yaxley is backing calls to create a more level playing field of business support between self-employed people and salaried staff.Read more...


December 17, 2015
Short sighted plans a worry. Latest research has highlighted a worrying lack of pension planning among people working for themselves. Read more...


November 26, 2015
How will the 2015 Autumn Statement affect you and your business? George Osborne delivered his first Autumn Statement as the Chancellor of a Conservative Government yesterday. Our guide offers a summary of the key business, tax and financial measures which could affect you and your business.Read more...


September 3, 2015
Nasty shock on the card. Shareholders who receive significant income from their investment dividends could be in for a nasty shock when new rules come into effect next year. Read more...


September 2, 2015
Are you prepared for care costs. Anyone planning to retire soon should be prepared to look at taking a flexible approach to their money as research shows that care costs are higher than the average person's pension pot. Read more...


August 26, 2015
Lifting Restrictions is good news. Moves to ban anti-invoice finance terms in business contracts due to come into force early next year is good news for small businessesRead more...


July 8, 2015
Summer Budget Report 2015. The Chancellor, George Osborne, delivered his 7th Budget and the first by a majority Tory Goverment for 18 years. Read our Budget Summary to find out how it affects you and your business. Read more...


July 6, 2015
Tax-free childcare declared lawful. Government proposals to introduce tax-free childcare for working families have been declared lawfrul by the Supreme Court. Read more...


June 10, 2015
Retired housefholds face higher tax bills. Retired households face an average annual tax bill of £6,500 according to research by Prudential. Read more...

May 2015
Spring AISMA Doctor Newsline. Issue 28. AISMA Doctor Newsline is published by the Association of Independent Specialist Medical Accountants, a national network of specialist accountancy firms providing expert advice to medical practices throughout the UK. Read more...


May 1, 2015
Don't miss out on benefits. The over-50s could be missing out on tax benefits available and may even be paying unnecessary tax if they don't seek professional advice when it comes to retirement planning. Read more...


April 2015
Budget 2015. Chancellor George Osborne delivered his 2015 'pre-election' Budget in bullish mood. Proclaiming that 'Britain is walking tall again', the Chancellor announced that the national debt target has been met and predicted the 'end of austerity' a year early. Read more...


February 4, 2015
New businesses need to invest wisely. Hundreds of new micro-businesses will be created in the UK this year, and many of the new company bosses are likely to be dipping into their own pockets to pay for basic office equipment and computer hardware; however, this usually turns out to be the least tax-efficient approach. Read more...


January 16, 2015
Winter AISMA Doctor Newsline. Issue 28. AISMA Doctor Newsline is published by the Association of Independent Specialist Medical Accountants, a national network of specialist accountancy firms providing expert advice to medical practices throughout the UK. Read more...


December 18, 2014
"Is it time to take the plunge?"  Inflation is coming down, and the economy appears to be on the way back up .... so, is this the time to consider investing in an upwardly mobile local business? Read more...


December 4, 2014
Autumn Statement. This guide offers a summary of the key business tax and financial measures unveiled, along with some of the forthcoming changes that may affect businesses and individuals. Major topics include a complete reform of stamp duty on residential property, an additional increase to the personal income tax allowance and a review of business rates. Read more...


December 2014
Budget 2014. Chancellor George Osborne reiterated the message that the economy is recovering 'faster than forecast' but that there are still additional necessary austerity measures that will be implemented.


November 27, 2014
On the Right Track. Catch up with all the latest tax issues affecting the farming community in Issue 16 of our agriculture newsletter. Read more...


October 20, 2014
Autumn AISMA Doctor Newsline.  Issue 27. AISMA Doctor Newsline is published by the Association of Independent Specialist Medical Accountants, a national network of specialist accountancy firms providing expert advice to medical practices throughout the UK. Read more...


October 6, 2014
Business rates need a shake-up. Britain's business rates system is in urgent need of reform, according to more than 100 of the country's biggest companies who claim the current system is no longer 'fit for purpose.' Read more...


July 3, 2014
The Essential Guide to Statutory UK Residence. If you meet any of the automatic overseas tests for a tax year then you are automatically non-resident for that year. Check out this brief reference guide and consider these tests first to determine if you meet any one of the requirements. Read more...


September 2013
“Don’t fall foul of state tax system” 
Chamberlink (Greater Birmingham Chambers of Commerce Group). Rob Whittall, managing partner of Dyke Yaxley LLC, based in Cleveland, Ohio warns businesses which are doing trade with the US, to find out about nexus rules. He said, “If your company owns premises or has employees in a certain state then you are deemed to have a nexus within that state, and thus subject to that state’s corporate income tax." Read more...


August 2013
"Cross-Border Pension Rollover Creates U.S. Taxable Income." 
The Tax Adviser (American Institute of CPAs). As the global workforce becomes increasingly mobile, more and more workers must wade through the intricacies of cross-border taxation. One of these more common cross-border situations is discussed in Chief Counsel Advice (CCA) 201231010. The situation described in this CCA is likely to arise more and more for taxpayers who take an employment assignment overseas.  Read more...


October 2012 
“Tax policy key to election.” 
Chamberlink (Midlands British-American Business Council). The state of the US economy and who is most likely to revive it could be vital to who gets the keys to the White House, says Rob Whittall, managing partner of Ohio-based accountant Dyke Yaxley.  Read more...


October 1, 2012 
“US LLCs for UK Tax Purposes.” 
The Tax Adviser (American Institute of CPAs)US limited liability companies (LLCs) have become the preferred business entity in many situations because their members get the best of both worlds: legal liability protection while being taxed in the United States as a partnership. But what are the global tax implications for LLC members who are not US residents? Read more...


August 2012
When Becoming a US Resident, Beware of PFIC Rules.” 
The Tax Adviser (American Institute of CPAs)As the workforce becomes more mobile, many non-US citizens who become US residents for work reasons have to deal with not only cultural adjustments but also the unanticipated workings of the PFIC tax regime. Read more...


December/January 2011/12 
“America is still in business.” 
Chamberlink (Midlands British-American Business Council). "As you have read in the newspapers and seen on the television, the US exonomy is still struggling liike tht rest of the world. However, you get a different perspective when you are in the business trenches in the US and you talk to people. I still believe that the US is a great place to do business; there is a huge market for the right product or service. ...But remember, the US is a different market place than the UK." says Rob Whittall. Read more...