Preparation of portfolio declarations for Individuals

The preparation of portfolio statements for individuals includes a range of services to collect, analyse and present financial information on income and assets from an investment portfolio.

Data collection and analysis

  • Collecting information on all client assets and investments;
  • Analysing income and expenses related to the investment portfolio.

Asset classification

  • Definition of asset types (stocks, bonds, funds, real estate, etc.);
  • Classification of income by type (dividends, interest, capital gains, etc.).

Preparation of tax reporting

  • Completion and filing of tax returns accounting for income from portfolio investments;
  • Accounting for tax deductions and incentives related to investment activities.

Tax planning

  • Adjusting the tax burden on investment income;
  • Advice on managing tax liabilities and using international tax treaties.

Compliance with legislation

  • Ensuring compliance with tax requirements and legislation;
  • Advising on changes in tax legislation and their impact on investments.

Consultancy and support

  • Advice on investment and tax accounting issues;
  • Support in liaising with tax authorities and financial institutions.

These services help individuals to prepare tax returns correctly and in a timely manner, manage tax risks and their investment portfolio.

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