For Business

Perkins Slade raise funds for the QE Hospital Charity

By Emma Drew

August 18, 2016

Perkins Slade raise funds for the QE Hospital Charity

It has been another busy year as the office raised funds for designated charity the Queen Elizabeth Hospital Birmingham (QEHB) raising money specifically for children’s medical and recuperation treatments.

A total of £2,000 was raised from initiatives including a weekly dress down Friday, bake sales and organised events. Insurers also kindly donated luxury gifts towards last year’s summer raffle including a case of wine, iPod and Top Gear racing experience.

A cheque was presented to Justine Davy, Head of Fundraising at the QEHB charity by Richard Doubleday, Executive Director for Perkins Slade, along with members of the office Social Committee. The money raised will go towards funding treatments for sick and vulnerable children as well as providing support and bereavement counselling to families.

The Social Committee commented:

“We are very pleased by the amount of money we’ve raised to help fund children’s hospital treatments and provide the facilities to ensure their time in hospital is as comfortable as possible. We would also like to thank all members of staff who have each contributed towards supporting this worthy cause”.

Justine Davy also commented:

“I want to thank the staff at Perkins Slade, Birmingham for their fundraising during 2015/16 and for the fabulous cheque of £2,000 which they presented to the Charity.  QEHB Charity rely on the support of businesses and the community to support the work that we, as a charity do, in supporting the Queen Elizabeth Hospital Birmingham with cutting edge equipment and ground- breaking research both of which, in turn, benefit patients at QEHB who come to the hospital not only from the Midlands but beyond. 

We hope that all the staff at Perkins Slade enjoyed fundraising for QEHB Charity  – especially the cake sales which are always a personal favourite of mine!”


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Happy Christmas from Perkins Slade

By Emma Drew

December 22, 2015

Happy Christmas from Perkins Slade

It has been an exciting year of change and growth for Perkins Slade, with exciting new initiatives for the year ahead.  

This year we continued our support for The Queen Elizabeth Hospital Charity raising money for children’s treatments through numerous dress down days, a summer raffle including luxury items kindly donated by insurers and finishing off with a festive Christmas jumper day, all of which has collectively raised almost £1500. We finalised our year by celebrating in style with a spectacular Christmas party!


Christmas opening hours:


Thursday 24th December – Closing at lunchtime

Friday 25th December – Closed

Monday 28th December – Closed

Tuesday 29th December – Normal working hours

Wednesday 30th December – Normal working hours

Thursday 31st December – Closing lunchtime

Friday 1st January  – Closed

Monday 4th January  – Open for business as usual


Perkins Slade would like to wish you all a Merry Christmas, enjoy a well-rested break and we look forward to welcoming you again in the New Year.



If you need to contact us please call 0121 698 8000 or send us an email

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Dallas- The Autumn Statement from Southfork Ranch

By Emma Drew

December 1, 2015

Dallas- The Autumn Statement from Southfork Ranch

Perkins Slade guest blog is brought to you by Claritas Tax Limited.

You would be forgiven for wondering what exactly George Osborne has in common with the Ewing brothers of Eighties Supersoap, “Dallas”, other than being delighted that he, and not Nicola Sturgeon, has all of the oil! However, we shall avoid comparisons between Jeremy Corbyn and Cliff Barnes and instead ask you to cast your mind back to the series after Bobby was murdered.

The series started with Bobby’s funeral and Pam’s grief but ended with her waking up from her nightmare to find Bobby alive and well and in the shower- well, it was a soap!

At Claritas Towers, we were reminded of that series as the Autumn Statement unfolded this afternoon.  We had endured a nightmare where entrepreneurs’ relief was cut or tightened and where employee shareholder status shares (often referred to as “shares for rights”) was abolished to compensate for the retreat on working tax credits.  In the end, we woke up from the dream to find the tax system almost as shiny and pleasant as it had been the night before and that none of our fears had come to pass.

The Autumn Statement was, therefore, relatively benign.  As usual, we shall leave the political discussions to the News at Ten and focus instead on the key points affecting our clients and friends.

Venture Capital Trusts and Enterprise Investment Scheme

All activities relating to energy generation will be excluded from being qualifying activities for VCTs and EIS purposes from next April.  This is the latest in a long line of announcements aimed at focusing these reliefs on trades perceived as higher risk.

The Government will introduce increased flexibility for replacement capital in the VCT and EIS schemes.  We have no more detail on this as yet, so it will be interesting to read the Finance Bill when it is published on 9 December to see whether this entails a relaxation of the restrictions on VCTs funding management buy-outs that was introduced in July.

Capital Gains Tax Entrepreneurs’ Relief

The only comment relating to entrepreneurs’ relief concerned changes which the Government will consider making to the legislation introduced in the March Budget.  Those changes concerned partnerships and joint ventures and to call them a dog’s breakfast would be to invite legal action from Pedigree Chum, so the acknowledgement that change may be needed is to be welcomed.

Stamp Duty Land Tax

A 3% surcharge to SDLT will be added to all purchases of second residential properties from April 2016.  This will clearly hit those with second homes and buy to let landlords.

Tax avoidance

For decades, converting income into capital has been the holy grail of tax planning- a 21st century version of alchemy!  The Treasury will introduce revised legislation in the Finance Bill to increase the effectiveness of the “transactions in securities” rules, under which certain capital gains are treated as dividend income for tax purposes.  This may well have an impact on certain part disposals of shares in companies and on some management buy-outs.  Amendments will also be made to the definitions of company distributions to support this. We will know more next month, but no changes should be introduced before next April.

Finally, the General Anti Abuse Rule (GAAR) is to be beefed up with the introduction of a new penalty of 60% of the tax avoided if tax planning arrangements are found to fall foul of the rule. The GAAR is HMRC’s nuclear deterrent, with tax avoidance schemes being required to pass through a so-called “double reasonableness” test, i.e. would a reasonable person find the actions you have taken reasonable? With the Chancellor looking to raise £5bn from a further crackdown on tax avoidance, the introduction of this new penalty is probably no surprise.

Future changes

Once again, the Chancellor has threatened the viability of salary sacrifice arrangements.  The Government states that it is concerned at the cost of these arrangements which cover everything from National Insurance free pension payments to cycle to work schemes and travel and subsistence arrangements.  For now, as in the last Budget, the Government will keep the arrangements under review.  The message would be, therefore, that if you wish to benefit from such arrangements, you should act now as the benefits may not last forever.


The Chancellor has allayed our greatest fears, at least for now.  We’ll do all of this again in two weeks’ time, of course, when the draft Finance Bill is published. Until then, as they say on Crimewatch, “Don’t have nightmares, do sleep well!”

How can we help?

If you would like more information on the Autumn Statement contact Claritas Tax to discuss this further.

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Perkins Slade nominated at West Midlands Insurance Awards 2015.

By Emma Drew

September 25, 2015

Perkins Slade nominated at West Midlands Insurance Awards 2015.

Perkins Slade has once again been shortlisted as a finalist at this year’s West Midlands Insurance Awards 2015.

The Insurance Institutes of the West Midlands will be hosting the event, with the “Broker of the Year Award” sponsored by IDEX Consulting Ltd.

The awards to be presented are for:

  • Broker of the Year
  • Financial Planning Company of the Year
  • Service Provider of the Year
  • Training Initiative of the Year
  • Claims Initiative of the Year
  • Insurer/Underwriter of the Year
  • Presidents’ Award

The special Presidents’ Award which makes up the seventh award of the ceremony will be presented to an individual chosen by the institute presidents, for making a significant contribution to the local profession.


Simon Britton, Marketing Team Leader at Perkins Slade commented,

“We are delighted to have been shortlisted at this year’s West Midlands Insurance Awards 2015. The nomination recognises our outstanding services in providing claims and risk management solutions and our excellence in professionalism”.

More than 200 hundred nominees and guests are expected to attend this year’s event which is taking place at the prestigious Marco Pierre White Restaurant, The Cube, Birmingham at 12pm on the 29th October.

More details about the West Midlands Insurance Awards 2015 can be found here.

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Perkins Slade shortlisted for a Customer Service Award

By Emma Drew

August 3, 2015


by Craig Peters, Sherlock PR

A Birmingham-based insurance broker has been shortlisted for a national customer service award. Perkins Slade, one of the 12 founding members of the UNA Alliance, the organisation owned equally by 12 of the UK’s largest independent regional insurance brokers, has had its vast portfolio of work with UK National Governing Bodies of Sport recognised as it goes up against four other brokers for the Customer Service Award at the UK Broker Awards.

With elements of risk evolving within UK organisations, Perkins Slade has spent the past 12 months raising awareness of the importance of risk management specifically at over 2,500 local tennis clubs, for there had been an increase in both the number and cost of claims against the sport’s National Governing Body, The Lawn Tennis Association. Perkins Slade would aim to encourage such clubs to undertake risk assessment, with an aim to reduce incidents, claims and, by extension, premiums. Importantly, as most clubs are run by volunteers, this needed to take into account a general lack of training and expertise in this area.

The firm created a series of insurance focused microsites – online platforms that collate all of the insurance information for a particular client in one place. Designed to mirror the host associations’ own website as closely as possible, the user then has the confidence that the information is provided by a reputable source. Content of the microsites is managed by Perkins Slade staff, ensuring it is accurate and up-to-date, and it is grouped into sections that speak in a relevant manner to different constituents such as members, clubs, and coaches. Addressing specific details of the insurance cover provided, the firm also included “frequently asked questions” that addressed common and recurring issues.

Perkins Slade also helped educate volunteers within Tennis Clubs on the potential risks they face. The firm created a system, with untrained volunteers in mind, displaying simple functionality which helped them assess and understand the risks at their clubs. In turn, this has helped reduce injuries at these clubs and this was also supported by a series of regional workshops, attended by local club committee members.

As a result, the launch of the microsites has greatly reduced the number of insurance related enquiries that are being handled by Perkins Slade’s clients, which has freed up time for them to concentrate on their core activities.

Andy Goulbourne, Associate Director, Sport & Recreation at Perkins Slade comments: “We are absolutely thrilled to be shortlisted for this award, particularly as it puts our customer service levels firmly in the spotlight. Our ethos is all about providing a high quality and committed service to our clients and this award nomination is down to the care and attention each member of staff at Perkins Slade demonstrates on a day to day basis. Like with any business, great customer service is essential for building a solid reputation, attracting and retaining customers, and overall customer growth. To that end, we will always prioritise and maintain a commitment to delivering first-rate customer journey for all of our clients.”

The UK Broker Awards are run by Incisive Media, one of the world’s leading business-to-business (B2B) information providers, serving the financial and professional services markets globally. The event will take place on The Brewery, London, 25th September.

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Perkins Slade make UK Broker Awards 2015 shortlist

By Emma Drew

July 17, 2015

Perkins Slade is proud to have been shortlisted for a Customer Service Award at the UK Broker Awards 2015.  

The nomination is a testament to the excellent customer service our company provides to our customers and partners across the business. It recognises our efforts for business development and marketing strategies, enabling us to continually improve our level of customer satisfaction.

For 22 years these awards have set the gold standard for the insurance broker market, showcasing the outstanding achievements of the insurance industry.

Congratulations to all those who have also been shortlisted. We shall be keeping our fingers crossed!

This year’s ceremony will be held at The Brewery, in London, on 25 September.

For more information please visit UK Broker Awards 2015

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