Services

Tax Compliance & Advisory for Financial Services professionals

Who we can help

We offer expertise to support financial services professionals including bankers, hedge fund and asset managers, private equity and venture capital, and investment funds.

Our specialist Financial Services tax team work with individuals across the financial services sector to ensure that their tax returns and compliance are handled in a timely and efficient manner. Our team understands the specific sources of income, and the complexities that come with this. We ensure that we ask the right questions to complete your tax return with the minimum amount of hassle, whilst complying with HMRC rules and disclosure requirements.

We can assist with the whole tax return process; from registration to submission, minimising your tax exposure at every opportunity, through understanding your personal circumstances, needs and goals. Get in touch with our team via our dedicated mailbox at taxfsprofessionals@pkf-l.com.

We are highly experienced at dealing with the challenges you will face, including:

Our specialist team understands these rules so can help at every stage to proactively put you in the best position with HMRC.

  • Advising on the treatment of your remuneration and investments to ensure they are complying with HMRC rules and work for your personal tax situation
  • Completing your tax return to ensure that everything is disclosed correctly and minimises the risk of HMRC enquiries
  • In the event of an HMRC enquiry, dealing with HMRC on your behalf to ensure the enquiry is dealt with as smoothly as possible. Our experienced team is used to dealing with HMRC on these types of enquiries, allowing you to focus on other matters whilst demonstrating to HMRC that you are taking your tax obligations seriously and stopping HMRC going down a rabbit hole or using the enquiry for a fishing expedition.

As part of our services we also offer Tax Investigation Fee Protection, meaning that if there is an enquiry the costs to you are minimised.