Financial services and funds

The financial services sector is heavily regulated. This complexity, including FCA requirements and VAT issues, coupled with client and investor pressures make it a challenging sector in which to operate.

Support and advice for funds, advisors and managers

We know that our clients need to maintain focus on their business to ensure growth can be achieved in this highly competitive environment, without compliance issues arising.

With a diverse client base ranging from advisory partnerships to private equity, venture capital, and large investment funds we not only provide statutory accounting and tax compliance services but are experienced in fund accounting and investor reporting. Our tax experts provide VAT advice, consider profit extraction and assist with tax structuring.

We are responsive and provide a wide range of services including support with:

  • Risk management and compliance policies, implementation and review
  • Internal audit
  • Quality improvement programmes
  • Complex taxation issues including hybrid mismatch rules
  • Proactive tax structuring
  • Management accounting, statutory accounts and audit
  • Cash flow forecasting
  • Loan covenant reviews
  • Fund accounting and investor reporting
  • Preparation and submission of regular FCA reports

Whether you are running an advisory partnership or private equity fund our partners and staff have the knowledge and experience required to ensure compliance and offer proactive advice in this most pressurised of sectors.

In addition to supporting financial services businesses and funds, we are experts in the personal tax consequences for fund managers. Profit extraction, carried interest and co-invest arrangements can result in complex tax affairs. Our private client tax team is ready to help.

Why work with us?

All Lewis Golden clients benefit from our exceptional standard of client care, our depth of experience, and our distinctive approach.

Person to person meeting

We’ll get to know you and your business with an in-depth initial consultation.

We understand your goals

Our team is dedicated to helping you realise your ambitions, and ready to support you at every stage.

We create a plan

We’ll create a structured plan to reach your goals, continuously reviewing your performance and progress towards them.

Precision with personality

Let us take your worries away

Our people are what really make us stand out. The Lewis Golden team is made up of brilliant individuals with a wealth of experience and a sharp focus on the work they do.