Our solution
Our solution
Our bespoke data consultancy service can be tailored to your needs. Whether it’s for capital gains or income tax purposes, our dedicated team of data analysts can source the information you need and help you determine your clients’ tax liabilities.
With over 25 years of experience in the financial services industry, we understand your pain points and can support any data queries you may have. We can also provide you with the original source material for total data transparency.
Our team of experts can conduct primary research into a specific set of financial instruments to help you more accurately report your clients’ tax liabilities.
We offer total transparency, allowing you to access the raw data on request so you can reduce operational costs, minimise risk and keep clients happy.
Our experts can provide a simple, comprehensive picture of the tax treatment for even the most complex of instruments. They are also at hand to answer any questions or queries you may have.
Why Raw
Knowledge?
What’s included
FAQ
Whether it’s specific research into offshore funds or entire investment universes, we can provide you with the correct capital gains and income tax treatments. Get in touch to see how we can help with your specific needs.
Relying on a single source of data is a risky move. When you outsource to us, we will conduct primary research and compare numerous sources to ensure the tax treatment of your investment is as accurate as possible.
We obtain original source documentation from issuers and fund managers, as well as further information from HMRC. Thanks to our numerous direct contacts, we can also reach out for clarification when required. This means all our data is up-to-date, traceable and verified.
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