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Services
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WHAT WE SUPPLY:
On a
monthly, quarterly or annual basis, we can provide independent portfolio
valuations showing realised and unrealised gains by security, a summary
of the movement in value of the portfolio during the period, gains
& losses in each currency against base currency together with an
income statement plus market value balance sheet.
At each tax period
end, we can provide reports of Capital Gains & losses for UK CGT,
income tax deducted on UK and foreign interest & dividends suitable for inclusion in your UK tax return
WHO WE SUPPLY: We supply our services to three groups:
- to Fund Managers
- to Private Client investors
- to Accountants & tax advisors
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