THE LATEST NEWS & VIEWS FROM FSL

News from FSL – July 2023

How ESG Reporting Modelling Supports Wealth Managers & Investors

  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 […]

CGiX Software: New Excluded Indexed Securities Functionality

  We noted on our website in early April that in an update to agents (accountants and the like) HMRC had quietly buried an announcement that the tax return for 2022-23 would contain new boxes for reporting gains on disposals of Excluded Indexed Securities. FSL promised to respond to this new regulatory requirement and provide […]

The Benefits of Sustainable & Ethical Investing

The investment landscape has changed dramatically over the past few decades – environmental, social and governance concerns, ranging from a depleting ozone layer and unethical supply chains to corruption concerns and gender discrimination, have ushered in a new form of investing: sustainable and ethical investing. The practice of sustainable and ethical investing aims to produce […]

Advantages of AI Technology for the Wealth Management Industry

Written by Nuno Godinho, CEO of Industrial Thought Group As is happening with almost all industries right now, it’s fair to first enumerate the potential advantages that will come from technology like Chat GPT (Chat GPT being one of a multitude of Generative AI solutions available, including but not limited to Google’s BARD, LLaMA from […]

Tax Reporting to Optimise Efficient Outcomes Considering Reduced CGT Exemption

Differentiate your service with FSL’s What-If analysis The 2023 Spring Budget included CGT allowance changes likely to affect tax reporting and planning for many wealth managers. We expected some potential relief to offset the halving of annual CGT allowance from April (from £12,300 to £6,000). This didn’t happen. As it stands, an estimated quarter of […]