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Services for Accountants

We offer a number of services to accountants.
At the end of every year we can prepare a comprehensive tax pack, including:

  • clients’ schedules of all dividends and interest received during the year;
  • a schedule of acquisitions and disposals of shares for capital gains tax returns;
  • an estimated capital gains calculation detailing realised losses and gains within the current tax year; and
  • composite tax vouchers for all dividends in a form Her Majesty’s Revenue and Customs (HMRC) will accept.

We can also arrange for tax bills to be settled directly with HMRC on behalf of your client. Our aim is to reduce the time you spend on paper work and administration, allowing you to get on with running your business and delivering an excellent service to your clients.

Understanding your financial requirements & aspirations is essential to the way we work.

For more information on how we can help you develop an investment portfolio that meets your requirements, please call 020 7399 0000 or email jane.a.seymour@rathbones.com

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© 2012 Rathbone Brothers Plc - Incorporated and registered in England and Wales.
Registered Office: 1 Curzon Street, London W1J 5FB. Registered Number 01000403
The value of your investments and the income from them may go down as well as up, and you could get back less than you invested.