Category - FSL News
Tax Talk is a regular series written by FSL’s tax expert, Alex Ranahan. Alex has nearly ten years experience as a tax adviser and analyst. He is accredited by the The Association of Taxation Technicians and was recently elected co-chair of the Tax Committee for The Investing and Saving Alliance. The biggest story in the world […]
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 […]
As 2023 draws to a close, we wanted to reflect on the past twelve months at Financial Software. A big thank you to our team and everyone who has played a role in our growth and evolution throughout the past year. Let’s recap our highlights: We have plenty of exciting plans for 2024, stay in […]
Since 1994, FSL has become renowned for developing market-leading financial software products that simplify the world of investment tax. But you might not know that we’re part of a wider group shaping the future of financial services.
What is ESG reporting modelling? Environmental, Social and Governance (ESG) reporting is a difficult yet essential aspect of the investment process. Accurate reporting allows an investor or wealth asset manager to see the detailed analysis of the investment portfolio and ESG portfolio ratings. This enables them in monitoring the ESG impact of investments and working […]
This is the 15th issue of our quarterly newsletter.
On 22 March HMRC published Agent Update 106, for agents such as accountants who act on behalf of taxpayers. Agent Update 106 states that SA108 – the individual self-assessment return form for capital gains – will be amended to include gains arising on the disposal of excluded indexed securities. This update was announced under the […]