Tax Information
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Providing a convenient statement of affairs that may assist with tax returns.
A reporting package which includes periodic valuations and end of year tax package which accounts for income received and transactions undertaken.
For Discretionary, Managaed Advisory & Nominee Clients.
Fyshe managed clients can take advantage of a comprehensive reporting package which includes not only the usual periodic valuations but also an end of tax year package encompassing and accounting for income received and transactions undertaken. Clients can opt for additional reporting items from the list below in consultation with their personal Fyshe client executive.
Key Features include:
- Regular account statements covering dividends and income received, deposit balances and the dealing account. Likewise this information will also be available for other client accounts such as ISAs and traded options.
- Contract notes and transaction letters giving full details of transactions undertaken by Fyshe on your behalf and the reasoning behind the change where a client uses our discretionary expertise (available to Discretionary clients).
- Consolidated tax voucher detailing dividends and interest received through our nominee company on behalf of the client. The voucher gives full details including tax deducted and is fully compatible with Inland Revenue requirements regarding the submission of tax returns.
- Semi annual valuations (available to Nominee clients).
- Market report and evaluation produced in tandem with the client valuation (available to Discretionary & managed Advisory clients).
- A capital gains printout detailing disposals and acquisitions for the current tax year and giving an estimate of the potential gain and loss on each existing holding. This is subject to the accuracy of the information supplied to Fyshe at the inception of the account (available to Discretionary & managed Advisory clients).
Additional Features:
- Fyshe clients will also be able to obtain reports on their holdings and intended purchases using Fyshe research where this is available and accessible for the company concerned.
- Although not strictly part of the reporting package clients will be able to follow some of their investments and our recommended stocks through our periodic and highly regarded private client newsletter, Fyshe Focus.
Disclaimer: You should be aware that the price and value of any investments and the income, if any, from them can fluctuate and may fall against your interests. You may get back less than the amount originally invested.
Information on past performance, where given, is not necessarily a guide to future performance. Exchange rate fluctuations may have an adverse effect on the value of financial instruments quoted in a currency other than your agreed settlement currency. The investment and services offered may not be suitable for all investors. Investors with any doubts as to the merits of an investment should seek advice from a suitably qualified professional advisor. You should also be satisfied that the product is suitable for you in the light of your circumstances and financial position.If you are unsure about the suitability of an investment please contact us for advice.