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Securities Administration and Capital Gains Tax Specialists - K A Watson Consultancy

KA Watson Consultancy Limited was established in 2009 to provide specialist Capital Gains Tax (CGT) and Investment Administration services for Private Banks, Investment Managers and High Net Worth individuals.  Our extensive knowledge of back office administration for securities makes us the ideal team to enhance your provision. With so much focus by regulators and the HMRC …

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Securities Administration and Capital Gains Tax Specialists - K A Watson Consultancy | kawatsonconsultancy.co.uk Reviews
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KA Watson Consultancy Limited was established in 2009 to provide specialist Capital Gains Tax (CGT) and Investment Administration services for Private Banks, Investment Managers and High Net Worth individuals.  Our extensive knowledge of back office administration for securities makes us the ideal team to enhance your provision. With so much focus by regulators and the HMRC &hellip;
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Securities Administration and Capital Gains Tax Specialists - K A Watson Consultancy | kawatsonconsultancy.co.uk Reviews

https://kawatsonconsultancy.co.uk

KA Watson Consultancy Limited was established in 2009 to provide specialist Capital Gains Tax (CGT) and Investment Administration services for Private Banks, Investment Managers and High Net Worth individuals.  Our extensive knowledge of back office administration for securities makes us the ideal team to enhance your provision. With so much focus by regulators and the HMRC &hellip;

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kawatsonconsultancy.co.uk kawatsonconsultancy.co.uk
1

Consultancy - K A Watson Consultancy

http://www.kawatsonconsultancy.co.uk/consultancy

We can act on a Consultancy basis for you to carry out detailed process reviews on site. With our wealth of back office knowledge we will provide a report analysing your procedures and putting forward recommendations for improvement. We can also consult on a retainer basis assisting with complex queries or high volumes of work as needed. KA Watson Consultancy Limited.

2

Reporting Fund Regime - K A Watson Consultancy

http://www.kawatsonconsultancy.co.uk/reporting-fund-regime

Data retrieval and on-site assistance for income tax reporting and capital gains tax adjustments. Confirm status of funds. Confirm excess reportable income. Confirm equalisation, currency, exchange rate, reporting year end and deemed distribution date. Provide weekly status reports. Assist with data input in order to use the information in the most efficient way for both income tax reporting and CGT adjustments. KA Watson Consultancy Limited.

3

Tax-Host - K A Watson Consultancy

http://www.kawatsonconsultancy.co.uk/tax

Our Company has recently begun providing investment firms and financial services providers with a hosted service utilising our experienced administration team and giving access to the leading market software, CGiX. This service provides a comprehensive tax reporting solution not only for CGT but also for Income, and is chargeable per client portfolio. If you would like to explore how we could compliment your current services, please fill in the questionnaire. KA Watson Consultancy Limited.

4

About Us - K A Watson Consultancy

http://www.kawatsonconsultancy.co.uk/about-us

We offer a full CGT outsourcing solution; our biggest client currently being Kleinwort Benson. We also provide interactive training workshops run in partnership with Interactive Data in a number of areas of back office administration which have proven to be very well received by our clients. We have been recognised as a CISI accredited training provider. More recently we have launched Tax-Host providing industry leading CGT software at an affordable per portfolio price alongside our value added service.

5

Outsourcing - K A Watson Consultancy

http://www.kawatsonconsultancy.co.uk/outsourcing

We offer a full CGT outsourcing solution, with expert staff that will integrate with your company to provide a cost effective service to rival any in-house team; our biggest client currently being Kleinwort Benson. Indexation Allowance for Corporate Clients. Your ‘Off-Site’ CGT Team. Bespoke and Referral Service. Top up (retainer) service for additional assistance. Outsourcing Services Q and A. What about TUPE as there will be a change of service provision? We have policies for all aspects of data protec...

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Securities Administration and Capital Gains Tax Specialists. KA Watson Consultancy Limited was established in 2009 to provide specialist Capital Gains Tax (CGT) and Investment Administration services for Private Banks, Investment Managers and High Net Worth individuals. Our extensive knowledge of back office administration for securities makes us the ideal team to enhance your provision. We have a range of Consultancy, Outsourcing and Training services that could be of interest. Read More ».

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