Partnerships Archives

Tanager partners with FSL to enhance tax reporting services for British-American families

London, England, 23 July 2024: Tanager Wealth Management LLP (Tanager) – a wealth management firm helping transatlantic families and US-connected persons with their financial planning and investment needs – has announced a new agreement with Financial Software Ltd (FSL) to provide enhanced tax reporting services through FSL’s market-leading investment tax management solution, CGiX. Under the […]

Aviva and FSL join forces to plug tax gap

London, England, 10 July 2024: Aviva and FSL have announced a joint agreement to provide enhanced tax reporting capability from FSL, delivered through Aviva’s adviser platform. Under the joint agreement, excess reportable income (ERI) reporting will soon be available for advisers using Aviva’s adviser platform, powered by FSL’s market-leading tax calculator technology, CGiX. This is […]

Resignation of Nuno Godinho, Industrial Thought Group CEO

Industrial Thought Ltd, a group of companies specialised in investment taxation, financial data, and related consultancy services, announces the resignation of its Group CEO, Nuno Godinho, who has taken the decision to step back for personal and family reasons.

Advisors Should Demand Accurate ERI Data To Protect Clients

Originally published on Wealth Briefing, on 1st February 2024. The following article examines the detail of Excess Reportable Income – the money that’s earned during a reporting period that is not distributed. If firms don’t track ERI thoroughly, investors can be punished. Getting data right is therefore essential. Michael Edwards, managing director of Financial Software […]

Breaking The ERI Silence: How Offshore Investments Can Increase The Complexity Of Tax Reporting

When navigating tax laws and gathering the right information to ensure compliance, investments in offshore funds may present a challenge for family offices. With offshore investment funds growing in popularity, the first thing to know is that holders are liable to tax on income and gains even when it is not obvious that any income […]

Are You At Risk From Penalties From Offshore Investment Reporting?

First published on Armchair Trader on 2nd May 2023. By Michael Edwards, Managing Director of Financial Software Ltd Having reached the end of the tax year, you’ll be looking at the information you need to complete your 2022/23 tax return. While you might be familiar with the process, it’s worth giving extra thought to what’s […]

Digitising Wealth Management: What Can We Learn From Healthcare?

First published on Madyness UK on 14th April 2023. By Nuno Godinho, Group CEO of Industrial Thought Group Over recent years, the healthcare sector has focused on transforming the patient experience and helping providers evolve and grow through digitisation. While some of these advances were already in the works, external influences also had an impact, […]

FSL Appoints New Managing Director: Welcome Michael Edwards

Financial Software Ltd. (FSL) has announced the appointment of Michael Edwards as its new Managing Director, who has played a key role in advancing the company’s investment tax offering since 2015. The firm offers specialist investment tax solutions and has a proven track record for developing market-leading products since 1994, including the industry’s award-winning capital gains calculator […]

FILTER BY