Tax review for a complex investment portfolio
Separate interest, dividends, disposals and cross-border reporting when your investments span accounts, platforms or countries.
Broker statements are not tax returns. I turn transactions, distributions, transfers and historic holdings into a clear UK reporting position, with the context your overseas adviser needs.
What I examine
- Interest, dividends and fund distributions
- Share, fund and ETF disposals
- Pooled costs, transfers and corporate actions
- Foreign withholding tax and treaty relief
- Currency conversion and inherited or gifted assets
- Residence before, during and after the tax year
How the review works
- 1
Inventory the portfolio
Collect statements from each platform and identify missing history.
- 2
Classify the activity
Separate income, gains, transfers and return-of-capital events.
- 3
Apply the UK context
Review residence, source and any treaty or relief claim.
- 4
Prepare the hand-off
Give you the UK figures and a concise pack for any local adviser.
What you receive
- A reconciled investment schedule
- Income and gains separated
- Missing evidence identified
- Coordinated UK/overseas instructions
- Direct access to Matthew
Tell Me What Is Going On
Share the outline in your own words. I will read it personally, identify your UK tax connections, and reply with the clearest next step.
Please do not include passwords, complete bank accounts or identity documents.