TAX & DATA CONSULTANCY SERVICES YOU CAN TRUST

MARKET LEADERS IN FINANCIAL SOFTWARE

As the market leader in specialist investment tax solutions, we understand the challenges of keeping up to date with changing information and requirements. That’s why we have dedicated tax and data teams who uncover all the latest knowledge and share their expertise. We are backed by the industry’s best data and our teams are equipped to provide expert consultancy services that will enhance your offering and streamline your tax management processes.

TAX
CONSULTANCY

DATA
CONSULTANCY

EFFORTLESSLY
IMPROVE YOUR
TAX DATA AND
REPORTING.

Benefit from Financial Software Ltd’s comprehensive tax knowledge and financial markets experience.

KEEP THINGS FLEXIBLE WITH THE SERVICES THAT SUIT YOU:

CUSTOMISED TRAINING COURSES

Whatever your requirements, we tailor our training courses to suit your needs.

Financial Software Limited tax consultancy - CGiX courses

CGiX CGT SOFTWARE COURSES

Learn how to maximise your use of the industry’s most trusted capital gains tax calculator software as we guide you through the different areas of CGiX, data entry and manipulation, importing data in bulk, and getting the most from the What If module.

Financial Software Limited Tax Consultancy Tax Courses

CAPITAL GAINS TAX AND INCOME TAX COURSES

Our bespoke income tax and capital gains tax courses cater to people with no prior tax knowledge, generalists who need niche advice, and specialists who want a refresher. And because we tailor our approach, we can cover everything from the nature of disposals, share matching rules, and different types of security, all the way to more advanced aspects like excess reportable income (ERI) data, corporate actions, and the rules of probate.

OPTIMISE
ACCESS AND
UNDERSTANDING

Your reputation rests on the quality of the data you share with customers. We get to the heart of niche markets, where accurate data is difficult to source.

Thanks to our comprehensive contacts database, Financial Software Ltd gets straight to the correct information and everything is rigorously checked for accuracy.

Depending on your needs, we conduct primary research into offshore funds, bonds, capital gains tax and income tax.

Initially, we contact the issuer and then supplement the data using various resources, including data vendors, HMRC, and public documents. This ensures we pinpoint the correct tax liability so accurate reports can be submitted to HMRC.

We also offer total transparency, allowing you to access the raw data on request.

WHY INVEST IN DATA ANALYSIS?

Financial Software Limited | Capital gains tax icon

CAPITAL GAINS TAX CALCULATOR

Our team can accurately classify the tax liability of financial instruments for capital gains tax calculation purposes. These instruments cover all debt securities (including Eurobonds and deep discounted securities), offshore funds, structured products, and equities.

We can also easily identify and determine tax liabilities for non-UK funds with our Offshore Reporting Funds (ORF) solution.

Financial Software Limited | Income Tax Icon

INCOME TAX

We have the ability to accurately classify the asset type and corporate events for income tax purposes. Asset classes include unit trusts & OEICs (plus bond funds), equity, fixed income, government-issued fixed income, PAIFs, ETFs, investment trusts, and TEFs.