Allen & Company, West Way, Walworth Industrial Estate, Andover, Hants SP10 5JG. Tel +44 (0)1264 723605 Fax +44 (0)1264 353444

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Capital Gains Tax & Investment Portfolio Reporting


WELCOME
Welcome to the Allen & Company website

Allen & Company was established in 1990 to provide a specialist investment reporting & Capital Gains tax service for Investment Managers, UK Private clients and tax accountants.

We specialise in processing investment portfolios that typically have high volumes of transactions in each tax year, and often based in currencies other than Pounds sterling.

We are able to provide a bespoke reporting service on portfolio performance in Pounds sterling, together with Capital Gains Tax and Income Tax schedules to enable completion of UK tax returns.

Many investors require more than a listing of transactions and a snapshot valuation - they need to understand how each investment has performed, realised and unrealised gains/losses; and how currency fluctuations have affected performance.

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This page was last modified on Thursday, January 27, 2011 12:48:30 PM