Why W8? – Start re-papering over the cracks now!

Why W8? – Start re-papering over the cracks now!

Why W8? – Start re-papering over the cracks now! I return in this blog to one of my favourite subjects – the US tax forms W-8. Many firms struggle with not just with the complexity of the forms themselves but also with the various rules that must be applied...
How are your crystal balls feeling today?

How are your crystal balls feeling today?

How are your crystal balls feeling today? It seems like it’s that time of year when everyone leaps onto the bandwagon of trying to predict what’s going to happen in 2016. Not wishing to miss the party, here are my thoughts… We face a lot of questions in 2016 around...
Tax Is A Product, Not A Task

Tax Is A Product, Not A Task

Tax Is A Product, Not A Task Most custodians I meet view tax processing as an administrative task, not as a product opportunity. It’s like a grain of sand in their shoes. As a result, it’s badly understood at management levels, and therefore under-resourced and...