Expert-led support through tax complexity
Reduce risks and improve accuracy with tailored support and training.
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Our consultancy service helps you streamline your operational processes, improve your data accuracy and enhance your tax reporting.
Backed by the industry’s most in-depth corporate actions database and over thirty years of financial expertise, our team can provide tailored support across:
- Tax treatment analysis
- Asset analysis and classification
- Data cleansing
- Data quality assessments
- Data query resolutions
- Tax rules and regulation
- Tax pack reviewing
- Tax process streamlining
- Free up your staff’s time
- Streamline operational processes
- Optimise data and ensure compliance
- Reduce risks and improve accuracy
- Access to over 30 years of market-leading tax expertise
As part of our Consultancy service, we also offer tailored support and training.
Our courses can be adapted to your firm’s unique needs. We cater for audiences with no prior tax knowledge, generalists who need a helping hand through niche areas of tax, and specialists who simply need a refresher. Our courses can be delivered as a lecture, one-on-one or as an interactive seminar.
Popular course topics include:
Asset classifications 
Dividends vs ERI 
Probate rules and regulation in the UK 
Join our CISI-certified webinars, led by our experts, to receive clear
and practical insights on all things tax.
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Other services
FAQ
We are backed by over thirty years of financial expertise and can offer the same level of insight provided by the top accountancy firms.
What sets us apart from Big Four firms is our smaller size, which allows us to be quick to respond to evolving regulation, personalised in our approach and cost-effective for the needs of a variety of firms.
Yes, we provide the option to feed FSL’s specialist corporate actions and securities data into CGiX to support your firm’s tax reporting. Get in touch to discuss how we can support your firm’s specific data needs.
Our consultancy support is provided via our personalised helpdesk in accordance with individualised service-level agreements. Get in touch to discuss what your level of service could look like.
