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Our Purpose

The tax and corporate services team are dedicated to simplifying the day-to-day administration of a Lloyd’s investment through high-quality client service and advice. Our team offers specialist Lloyd’s market services spanning tax, accounting, and company secretarial expertise.  

Our clients can benefit from a “one-stop-shop” which covers the requirements of their Lloyd’s investment and is included in our Members’ Agents fee. The team consists of a wide range of professionals who work closely to support all our clients, including individuals, owner-managed businesses, LLPs and large corporate groups.

We also offer tax compliance and advisory services to those within the broader insurance market including a number of brokers, Managing Agents, private clients, and other corporate groups – to provide ongoing specialist personal and corporate tax support, Syndicate tax returns, and ad hoc advice. 

Why Argenta?

Our knowledge: Our tax and corporate services team has unparalleled specialist experience in the Lloyd’s market. We can offer technical expertise for personal tax, inheritance tax planning, corporate tax for family-owned corporate members, and large multinational groups. We have a deep knowledge of the Lloyd’s market which makes us well placed to advise our clients on all Lloyd’s specific matters.

Our focus: We are passionate about supporting our clients through their investment journey and ensure delivery of consistent quality service to fulfil this. Client satisfaction is our ultimate measure, it is why we do what we do. We work closely with Client Directors and our Operations and Research teams so that we can provide commercially minded, specialist advice. As a result, we continue to maintain long-standing relationships with our clients.  

For APCL clients, our services are included on a fixed fee basis as part of the Members’ Agency agreement. Additional support, technical advice and services can also be provided depending on client needs. This means we are able to offer an end-to-end service, which is popular with clients. 

Some examples of the services we offer:

We provide corporation tax compliance for Lloyd’s members, associated companies, and other intermediaries operating in the insurance industry, including:
  • Advice on corporate tax liabilities and due dates, including QIPs
  • Tax restructuring advice
  • Expenditure review for capital allowances
  • Syndicate tax returns
  • Outsourced tax services for Managing Agents’ tax risk management and governance, including Senior Accounting Officer requirements
  • Interactions with overseas tax regulations*
  • Tax residency issues and advice
  • Handling HMRC enquiries

* APCL are not licenced to provide overseas tax advice but may advise from a UK/interaction with overseas perspective only.

We offer Lloyd’s personal taxation services, including
  • General and Lloyd’s-specific income tax compliance
  • Advice on tax liabilities and due dates
  • Capital Gains Tax advice
  • Efficient profit extraction
  • Business Relief for Inheritance Tax purposes
  • Dealing with HMRC enquiries
  • Preparing statements of income and expenditure for sole traders and lettings businesses
  • Preparing statements of income
We offer specialist company secreterial services, including
  • Maintenance of statutory registers
  • Production of board minutes and Director’s written resolutions
  • Company incorporations
  • Required filings at Companies House
  • Provision of a company Director
  • Provision of a registered office address
  • Adoption of new Articles of Association
  • Allotment of shares
  • Change in company name
  • Changes/consolidation/re-organisation of shares etc.
Access in-house accounting support, including
  • Preparation of management accounts
  • Preparation of statutory accounts
  • Technical accounting advice
  • Statutory consolidation support
  • Valuation of a Nameco or LLP for the purposes of sale or Inheritance Tax
We also provide trust and estate planning services, including
  • Estate planning and reviews of Inheritance Tax exposure
  • Domicile status and the implications for UK taxation*
  • Tax implications of existing trust interests*
  • Advising on the tax efficiency of your will and if appropriate, liaising with your solicitor regarding a new will*
  • Inheritance Tax compliance
  • Advising on the use of Lasting Powers of Attorney*
  • Inheritance Tax Business Relief

* Please note that we work with a third party provider to provide these services.

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