Dividend Data vs Pure Tax Investigations

Free Tier with Generous Credits

Dividend Data offers a free tier that provides users with 2,500 monthly credits to access essential data without any trial expiration. This allows investors to explore the platform's capabilities without financial commitment, making it an ideal starting point for new users.

Comprehensive Custom Functions

With 16 custom functions tailored specifically for dividend investors, Dividend Data covers all necessary aspects of stock analysis. Users can easily pull data related to dividends, earnings, ratios, and price history, ensuring they have all the tools needed to make informed investment decisions.

Extensive Historical Data

The platform boasts over 30 years of historical stock market data, enabling users to analyze trends and make predictions based on substantial datasets. This feature is essential for investors who rely on historical performance to guide their future investment strategies.

Seamless Integration with Leading Spreadsheet Software

Dividend Data is designed to work flawlessly with both Google Sheets and Microsoft Excel, allowing users to access and analyze stock data in their preferred environment. This integration simplifies the process of gathering stock information, eliminating the need for manual data entry.

Specialist HMRC Insider Expertise

The firm is led by Amit Puri, a former senior HMRC Tax Inspector with over 20 years of experience. This provides an unparalleled, insider perspective on HMRC's investigation methodologies, negotiation tactics, and operational approaches, allowing for highly effective and strategic client defence.

End-to-End Tax Investigation Management

Pure Tax Investigations provides comprehensive management of the entire tax dispute process. This includes initial analysis and strategy, handling all correspondence with HMRC, preparing detailed disclosures, negotiating settlements, and representing clients at tribunals or during Alternative Dispute Resolution (ADR).

Proactive Tax Disclosure Services

They offer expert guidance and management for voluntary tax disclosures through various HMRC campaigns and facilities. This includes the Worldwide Disclosure Facility (WDF), Let Property Campaign (LPC), and disclosures for complex areas like crypto assets, offshore trusts, and Indian mutual funds.

Bespoke Client-Centric Approach

Every client receives a tailored service. The team listens first, then evaluates the unique complexities of each business or individual's tax affairs. They provide discreet, clear, and bespoke advice designed to address specific concerns and achieve commercial, real-world results.

Portfolio Management

Investors can utilize Dividend Data to efficiently manage their portfolios by tracking dividends and financial performance across various stocks. The automated data retrieval feature ensures that users have up-to-date information at their fingertips, facilitating informed decision-making.

Financial Analysis

Dividend Data empowers fundamental investors to conduct thorough financial analyses of potential investments. By leveraging the platform's extensive data on earnings, ratios, and historical performance, users can assess the viability of stocks before committing capital.

Investment Strategy Development

With access to a wealth of metrics and historical data, users can develop and refine their investment strategies. The ability to analyze past performance and current trends aids investors in making data-driven decisions that align with their financial goals.

Educational Resource for New Investors

For novice investors, Dividend Data serves as an educational tool, providing access to essential financial information in an easy-to-use format. By learning to use the platform's formulas and functions, beginners can enhance their understanding of stock market dynamics and investment principles.

Defence Against Serious Civil Fraud Investigations (COP9)

When a client is notified of an investigation under Code of Practice 9 (COP9), where HMRC suspects deliberate tax fraud, Pure Tax Investigations provides critical defence. They manage the Contractual Disclosure Facility (CDF) process, aim to avoid criminal prosecution, and work to negotiate a civil financial settlement.

Managing Complex Corporate Tax Enquiries

For large businesses facing extensive, cross-tax enquiries from HMRC's Customer Compliance Group or Fraud Investigation Service, the firm acts as a specialist shield. They handle the intrusive information requests, analyse the technical tax positions, and defend the company's stance to minimise disruption and liability.

Facilitating Voluntary Tax Disclosures

Clients with undisclosed income from offshore assets, rental properties, or cryptocurrency gains can use the firm's services to make a voluntary disclosure. They ensure disclosures are correct and complete, leverage the best possible terms under HMRC facilities, and regularise the client's tax affairs to prevent future investigation.

Resolving Inheritance Tax and Trust Disputes

For private clients facing HMRC enquiries into complex matters of residence, domicile, trusts, or inheritance tax planning, the team provides specialist support. They analyse the structures, defend the positions taken, and negotiate with HMRC to preserve wealth and achieve certainty for succession planning.

Dividend Data is an innovative tool designed specifically for dividend and fundamental investors who seek comprehensive stock market analysis without the complexities of traditional data retrieval methods. With access to over 30 years of historical data for more than 80,000 tickers, users can effortlessly integrate a wealth of financial information directly into their Google Sheets and Microsoft Excel spreadsheets. The platform eliminates the need for API keys, coding knowledge, or tedious copy-pasting, making it accessible to both novice and experienced investors alike. By employing simple custom formulas, Dividend Data allows users to retrieve crucial metrics such as dividends, yields, payout ratios, growth rates, financial statements, and earnings in real-time. Built by a passionate dividend investor for like-minded individuals, Dividend Data stands out as a reliable resource for those desiring a robust and user-friendly solution to streamline their investment analysis.

Pure Tax Investigations is a specialist firm dedicated to resolving complex tax disputes and managing serious investigations for businesses and entrepreneurs. It acts as an independent, expert buffer between clients and HM Revenue & Customs (HMRC), providing robust defence and strategic guidance during what can be highly stressful and intrusive processes. The firm is led by Amit Puri, a former senior HMRC Tax Inspector with over two decades of direct experience, ensuring an insider's understanding of HMRC's tactics and procedures. Their core value proposition is delivering peace of mind and clarity by protecting client interests, preserving wealth, and navigating high-stakes tax challenges with a tailored, pragmatic approach. Services extend from routine compliance checks and corporate tax enquiries to the most serious civil investigations under Code of Practice 9 (COP9) and Code of Practice 8 (COP8), as well as managing voluntary disclosures for offshore assets, property income, and cryptocurrencies.

What types of data can I access with Dividend Data?

Users can access a wide array of financial data, including dividends, yields, payout ratios, growth rates, earnings, financial statements, and over 100 metrics relevant to stock analysis.

Do I need any coding skills to use Dividend Data?

No, Dividend Data is designed for users of all skill levels. You can retrieve data simply by typing custom formulas, without the need for any coding knowledge.

Is there a mobile version available?

Currently, Dividend Data is optimized for Google Sheets and Microsoft Excel and does not have a dedicated mobile application. However, you can access your spreadsheets on mobile devices through these platforms.

Can I upgrade my free account to a paid plan?

Yes, Dividend Data offers various subscription options beyond the free tier, allowing users to upgrade their accounts for additional credits and features as needed.

What is the difference between a compliance check and a tax investigation?

A compliance check is a routine review by HMRC to check the accuracy of a tax return. It is often limited in scope. A tax investigation, such as under COP8 or COP9, is far more serious and intrusive, launched when HMRC suspects significant errors, avoidance, or deliberate fraud, and can delve deeply into personal and business affairs.

When should I seek specialist help for a tax investigation?

You should seek specialist help immediately upon receiving any formal communication from HMRC indicating an enquiry or investigation. Early intervention is crucial. Specialists like Pure Tax Investigations can manage all contact, ensure you respond correctly, and prevent missteps that could escalate the situation or increase potential penalties.

What is Code of Practice 9 (COP9) and how can you help?

COP9 is an HMRC procedure used when they suspect deliberate tax fraud but are offering a chance to make a full disclosure under the Contractual Disclosure Facility (CDF) to avoid criminal prosecution. Our help is vital to navigate this high-stakes process, prepare a technically robust disclosure, and negotiate the civil monetary settlement.

Can you help with disclosures for cryptocurrency gains?

Yes. Pure Tax Investigations has specific expertise in crypto tax disclosures and enquiries. They can calculate historic gains and income from cryptocurrency transactions, advise on the correct tax treatment, and manage the disclosure process to HMRC, whether as a voluntary disclosure or in response to an enquiry.

Dividend Data is a comprehensive tool designed for investors seeking detailed stock market insights, particularly focused on dividends and fundamental analysis. With over 30 years of historical data for more than 80,000 tickers, it seamlessly integrates with Google Sheets and Microsoft Excel, offering users an efficient way to access vital financial metrics without the need for complex coding or API setups. Users often seek alternatives to Dividend Data for various reasons, including pricing structures, specific feature sets, or compatibility with different platforms. When exploring alternatives, it's crucial to consider factors such as the depth and reliability of data offered, ease of use, functionality tailored to specific investment needs, and overall cost-effectiveness to ensure a solution aligns with your investment strategy.

Pure Tax Investigations is a specialist firm in the tax dispute resolution sector, focusing on navigating complex HMRC investigations and disclosures for businesses and entrepreneurs. Clients may seek alternatives for various reasons, such as differing budget requirements, a need for more generalist accounting services, or simply to compare the specialist expertise and tailored approach offered by niche providers. When evaluating other options in this field, key considerations should include the depth of direct HMRC experience within the team, the firm's specific track record with serious investigations like COP9, and their philosophical approach to client advocacy. The ideal service acts as a robust, independent buffer, providing not just technical advice but also strategic peace of mind during stressful proceedings.