Solution introduction
Expert‑led Consultancy provides tailored support and training to help firms navigate tax complexity, streamline operational processes, and improve data accuracy and tax reporting quality
Services include tax treatment analysis, asset classification, data cleansing and quality assessments, data‑query resolution, review of tax packs, and overall process streamlining backed by the industry’s most in‑depth corporate actions database and over 30 years of financial expertise.
The offering also includes bespoke training courses (for generalists, specialists or those new to tax) delivered via lecture, one‑on‑one sessions or interactive seminars, covering topics from tax rules and regulation to specialist areas such as asset classification, excess reportable income, dividends, and probate rules.
