Financial Software Ltd

Join our next #livewebinar with FSL Tax Reporting Analyst Alex Ranahan as we take a closer look at the 2025 #AutumnBudget and break down the key tax changes. We'll explore: 🔹 What changes are likely to have the biggest impact on you and your clients 🔹 What steps you can take to effectively navigate the new landscape 🔹 How FSL can support you through any changes and challenges 👉 Sign up to secure your free spot: https://lnkd.in/eC35iUYj

Are platforms doing enough to support advisers through the complexity of capital gains tax? Our research found that more than two thirds of platforms are not providing advisers with enough holistic CGT planning support, despite it being an issue they’re grappling with daily. How is this impacting which providers they’re choosing to work with?

Accrued income can be tricky to get right... Click to learn how assets are taxed under the Accrued Income Scheme and discover how our award-winning CGiX solution makes the lives of financial advisers easier when it comes to this difficult area of UK tax:

Our new Managed Tax Operations service takes the challenges of tax management off your hands so your staff can focus on what matters most. This bespoke Business Process Outsourcing service covers the calculation of income and capital gains for all types of UK, Irish and US investors, as well as tax reporting and the creation of customisable tax packs. 🤝 Talk to one of our experts to learn more!

Have you FIGured out the new tax regime impacting your former non-dom clients? Financial planning has become an even bigger headache for those now caught by the new Foreign Income and Gains regime (FIG), established by the Finance Act 2025, and it has left many feeling unsupported by their advisers. Read more about the complexity of the UK's new Foreign Income and Gains Regime and how financial advisers will need access to timely expertise and accurate tools to provide the best tax-efficient strategies.

Failure to Notify penalties for capital gains tax (CGT) have doubled over the past two years, according to data uncovered by a freedom of information request submitted by FSL to HM Revenue & Customs. Clients will need their advisers more than ever to be on top of their investment tax situation, as well as potential CGT charges that may occur outside of their investment portfolios. Read the story in full and commentary on the figures from our Tax Reporting Analyst, Alex Ranahan, exclusively in Citywire (reporting by Julian Bovill).