Financial Software invites you to their event

Strengthen Your Tax Reporting Processes

About this event

If this year’s tax reporting was a struggle, here’s how to make next year easier.

In this session, our tax experts will walk you through how to improve your tax reporting processes for the year ahead, with advice on common challenges such as:

  • Finding the best strategies for managing losses and offsetting gains
  • The treatment of unit trust payments based on the 60% rule.
  • How to accurately report accrued interest and deeply discounted securities

Plus, they'll run a live Q&A to answer any other specific challenges you may have.

Financial Software

End-to-end tax reporting solutions and services from the creators of CGiX

FSL provides market-leading solutions and services that simplify the process of investment tax management, analysis and reporting.

Its flagship product CGiX, is trusted by leading members of the UK’s wealth and investment community to accurately calculate their taxable wealth.