Havelock Hunter Stockbrokers Ltd liaises with many accountants and tax advisers on behalf of clients, as well as acting on behalf of these intermediaries directly.  Some of these benefits are:

• Where authority has been granted by clients, we are able to provide duplicate valuations and information for tax return purposes directly to accountants or tax advisers, to assist in the production of annual returns. 
• Our Nominee Service produces a Consolidated Tax Voucher and Corporate Action Report, thereby eliminating a large amount of time-consuming investigation and compilation work required at the year-end.  This obviously creates major efficiencies for both the intermediary and the underlying client.
• We are able to create overall Intermediary Agreements with accountants and tax advisers, enabling new accounts to be created quickly and efficiently.  We are often able to set up a new account on behalf of an intermediary via a quick and simple phone call.
• Where we have Intermediary Agreements in place, we are happy to assist our clients by providing research and analysis into shareholding histories, historic valuations and company reorganisations, even if sometimes the data we are providing does not directly relate to one of our own underlying clients!
• Havelock Hunter Stockbrokers Ltd’s own client base often requires the facilities of other financial specialists.  We are happy to provide links to such professionals, from which clients may wish to search for local contacts.

Accountants and Tax Advisers Intermediary Form

Useful Contacts