Founded in 1994, FSL has been serving the wealth management industry for over three decades.
Our market-leading solutions and services simplify the process of tax management, analysis and reporting.
Our offerings
CGiX
CGiX simplifies the process of capital gains tax reporting in the UK, US and Ireland.
More than just a gains and losses calculator, CGiX’s What If tool provides insight into potential future liability analysis, tax modelling, income forecasting and model portfolio rebalancing.
Managed Tax Operations
Managed Tax Operations takes the challenges of tax management off your hands.
Our teams of experts will handle your back-office or end-to-end tax operations, so your staff are free to focus on what matters most to your business.
ERI Data
Our excess reportable income (ERI) data makes accurate tax reporting easier.
We arm you with high-quality, traceable offshore funds data so you can better meet your clients’ regulatory needs and reduce in-house costs.
Consultancy
Our Consultancy service provides trusted, expert-led support to help your firm navigate tax complexity.
With tailored support and training, your firm can streamline your processes, improve data accuracy, and enhance your tax reporting.
Who we serve
Our solutions and services support you in providing best-in-class tax reporting, without putting additional strain on internal resources.
With tax complexity increasing and regulation tightening day-by-day, having market-leading experts on your side will ensure your firm stays one step ahead.
Learn moreOur solutions and services support you in providing best-in-class tax reporting, without putting additional strain on internal resources.
With tax complexity increasing and regulation tightening day-by-day, having market-leading experts on your side will ensure your firm stays ahead of the competition.
Learn moreWith the annual exemption amount shrinking and tax complexity increasing, more and more investors need comprehensive and streamlined tax support.
Our solutions and services will help your advisers provide accurate reports and tax-efficient advice to your clients.
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