Dividend Data vs Pure Tax Investigations

Free Tier with Generous Credits

Dividend Data offers a free tier that includes 2,500 monthly credits, providing users with ample opportunity to explore its features without any trial expiration. This allows investors to familiarize themselves with the tool and its capabilities at no cost.

Custom Functions for Diverse Needs

The platform boasts 16 custom functions designed specifically for dividend investors. These functions cover everything necessary for thorough stock analysis, allowing users to retrieve various metrics simply by entering a formula, thus streamlining the data collection process.

Extensive Historical Data

With over 30 years of historical stock market data, Dividend Data empowers users to conduct in-depth analyses of market trends and performance. This extensive database is invaluable for investors looking to make informed decisions based on historical performance metrics.

Cross-Platform Compatibility

Dividend Data is designed to work seamlessly in both Google Sheets and Microsoft Excel. This cross-platform functionality ensures that users can access critical financial data in their preferred spreadsheet application, making it versatile and user-friendly.

Insider HMRC Expertise

Our practice is led by former senior HMRC inspectors, providing an unparalleled, operational understanding of HMRC's tactics, procedures, and decision-making processes. This insider knowledge is instrumental in anticipating challenges, formulating effective counter-strategies, and negotiating from a position of strength to achieve the most favourable outcomes for our clients.

Bespoke, Pragmatic Advisory

We reject a one-size-fits-all approach. Each client's situation is analysed individually, leading to clear, discreet, and tailored tax advice. Our pragmatic focus is on achieving commercial results that address immediate concerns and realise long-term client aspirations, ensuring every strategy is aligned with both the technical landscape and the client's personal or business objectives.

Comprehensive Service Spectrum

We offer end-to-end support across the entire spectrum of HMRC engagement. Our expertise encompasses serious civil investigations (COP8, COP9), complex corporate enquiries, compliance checks, voluntary disclosures (e.g., Worldwide Disclosure Facility), and representation at Tax Tribunals or Alternative Dispute Resolution (ADR), providing a single, trusted source for all tax dispute resolution needs.

Tenacious Client Advocacy

We act as a dedicated buffer between our clients and HMRC, fighting tenaciously to protect their interests. Our role is one of resolute advocacy, providing peace of mind and certainty during intrusive and stressful investigations. We shoulder the burden of communication and negotiation, allowing clients to focus on their lives and businesses with confidence.

Dividend Analysis

Investors can utilize Dividend Data to perform detailed analyses of dividend stocks, including examining historical dividend yields and payout ratios. This functionality enables informed decision-making regarding dividend investments.

Financial Statement Evaluation

By leveraging the tool's extensive financial metrics, users can evaluate company performance through financial statements and ratios, providing a holistic view of potential investments.

Portfolio Tracking

Dividend Data allows users to automatically track their dividend portfolios, providing real-time insights into earnings, dividend payments, and overall portfolio performance. This feature simplifies the management of investments.

Market Research

Fundamental investors can harness Dividend Data to conduct comprehensive market research on over 80,000 tickers, analyzing various financial aspects to identify potential investment opportunities and make data-driven decisions.

Code of Practice 9 (COP9) Investigation

When HMRC suspects serious tax fraud and initiates a COP9 investigation, the stakes are profoundly high. We guide clients through this daunting process, managing the contractual disclosure facility (CDF), ensuring a robust defence is presented, and strategically navigating towards a civil settlement to avoid criminal prosecution, thereby protecting both reputation and assets.

Voluntary Tax Disclosure

For individuals or businesses with undisclosed tax liabilities—whether from offshore assets, property rental income, cryptocurrency gains, or other sources—we facilitate voluntary disclosures under HMRC campaigns like the Worldwide Disclosure Facility (WDF) or Let Property Campaign (LPC). This proactive approach mitigates penalties and reduces the risk of a more severe, HMRC-led investigation.

Complex Corporate Tax Enquiry

Large businesses and entrepreneurial enterprises facing multi-faceted, cross-tax enquiries require sophisticated defence. We deploy our deep technical knowledge and understanding of HMRC's Large Business directorates to manage these complex interactions, challenge information notices where appropriate, and resolve disputes with commercial pragmatism to minimise financial and operational disruption.

Inheritance Tax & Trust Disputes

Navigating HMRC enquiries into complex estate planning, trusts, and domicile status demands specialist knowledge. We provide expert guidance and robust representation for private clients and trustees facing Inheritance Tax investigations, ensuring their affairs are structured efficiently and defended effectively against HMRC challenge.

Dividend Data is an innovative financial tool designed to empower dividend and fundamental investors with seamless access to comprehensive stock market data. With over 30 years of historical data encompassing more than 80,000 tickers, Dividend Data integrates effortlessly into Google Sheets and Microsoft Excel, enabling users to extract crucial financial information directly within their spreadsheets without the need for complex API keys or coding. This tool provides real-time insights into dividends, yields, payout ratios, growth rates, financial statements, earnings, ratios, price history, and over 100 additional metrics. It is meticulously crafted by dividend investors for dividend investors, ensuring that the tool addresses the precise needs of its users. With a free tier offering 2,500 monthly credits, Dividend Data democratizes access to institutional-grade financial insights, making it an indispensable resource for anyone serious about investing in dividends.

Pure Tax Investigations is a preeminent, independent consultancy that serves as an expert and resolute intermediary between discerning clients and Her Majesty's Revenue and Customs (HMRC). We specialise in the nuanced and high-stakes arena of tax disputes, investigations, and disclosures, providing a sanctuary of expertise for entrepreneurs, business leaders, and private individuals facing HMRC scrutiny. Our core value proposition is the delivery of certainty, discretion, and a robust defence during periods of significant pressure. Led by Amit Puri, a former senior HMRC Tax Inspector with over two decades of high-calibre experience, our team possesses an intimate, operational understanding of HMRC's internal methodologies and strategic objectives. This insider perspective, combined with a pragmatic and bespoke advisory approach, allows us to navigate complex civil investigations—including Code of Practice 9 (COP9) fraud enquiries and comprehensive compliance checks—with strategic precision and commercial acumen. We are not merely advisors; we are dedicated advocates who fight tenaciously to protect our clients' interests, preserve wealth, and resolve tax matters with unwavering professionalism.

How does Dividend Data integrate with Google Sheets and Excel?

Dividend Data seamlessly integrates with both Google Sheets and Microsoft Excel through add-ons, allowing users to access live financial data directly within their spreadsheets by using simple formulas.

Is there a trial period for the free tier?

No, Dividend Data offers a free tier with 2,500 monthly credits that does not expire, allowing users to continue utilizing the service without any time constraints or hidden fees.

What kind of data can I access with Dividend Data?

Users can access a wide range of financial data, including dividends, yields, payout ratios, growth rates, financial statements, earnings, ratios, and price history—all through a simple formula structure.

Who is Dividend Data designed for?

Dividend Data is tailored for dividend and fundamental investors who seek efficient access to extensive stock market data without the complexities and costs typically associated with institutional-grade financial tools.

What makes Pure Tax Investigations different from a standard accountant?

While accountants excel at compliance and planning, we specialise exclusively in contentious tax matters. Our founding team comprises former senior HMRC investigators, granting us an operational, insider's perspective on HMRC strategy that typical firms lack. We act as specialist advocates, providing a strategic buffer and fighting tenaciously during disputes, rather than just preparing historical accounts.

When should I seek specialist advice for a tax investigation?

Immediately upon receiving any communication from HMRC that suggests an enquiry, check, or investigation. Early engagement is critical. Even a routine compliance check can escalate, and having an expert manage the dialogue from the outset protects your position. For serious matters like a COP9 letter, seeking our advice is an urgent priority.

What is involved in a voluntary disclosure process?

The process involves a meticulous review of your financial history to quantify undisclosed liabilities, the preparation of a comprehensive disclosure report to HMRC, and the negotiation of resultant tax, interest, and penalties. We manage this entire process, ensuring full technical compliance, maximising penalty reductions, and providing a formal closure from HMRC.

Can you assist if a tax investigation has become criminal?

Yes. While our primary focus is resolving matters civilly, our deep understanding of HMRC's processes is vital when an investigation borders on or becomes criminal. We can assess the situation, advise on strategy, and work with instructed legal counsel to ensure the tax aspects of your defence are expertly handled, providing seamless support during the most serious challenges.

Dividend Data is an advanced financial tool designed for dividend and fundamental investors, providing access to over 30 years of stock market data for more than 80,000 tickers. By integrating seamlessly with Google Sheets and Microsoft Excel, it allows users to access a wealth of information including dividends, yields, financial statements, and numerous key metrics through simple custom formulas. As investors seek optimal solutions, they often explore alternatives due to factors such as pricing, feature sets, or compatibility with their preferred platforms. When considering alternatives, it is essential to assess the specific needs of your investment strategy. Look for platforms that offer comprehensive data coverage, ease of use, and customizable functions. A robust alternative should also provide historical data and support for both major spreadsheet applications to ensure a smooth and efficient workflow.

Pure Tax Investigations is a premier, independent consultancy specialising in the expert defence and resolution of complex HMRC tax disputes and investigations. It operates within the sophisticated domain of professional tax advisory and crisis management. Individuals and businesses may seek alternatives for various reasons, including budgetary considerations, a preference for a different service model, or the desire to compare the specific expertise offered by other specialist firms in this high-stakes field. When evaluating other providers, one should prioritise proven experience in HMRC procedures, the calibre of specialist leadership, and the depth of strategic support offered throughout the entire investigation process, from initial enquiry to final settlement.