Dividend Data vs Pure Tax Investigations

Instant Spreadsheet Automation

Say goodbye to manual data entry forever! Dividend Data integrates seamlessly with Google Sheets and Excel, providing over 16 custom functions that pull live data directly into your cells. Just type a formula like =DIVIDENDDATA_QUOTE("AAPL", "price") and the current stock price appears. Automate dividends, financial ratios, historical prices, and more, ensuring your investment models and trackers are always up-to-date with zero effort on your part!

Comprehensive Dividend & Fundamental Data

Access everything a serious investor needs in one place! This feature delivers deep, reliable data including forward dividends, yields, ex-dividend dates, payout ratios, and dividend growth rates. Beyond dividends, get full financial statements (income, balance sheet, cash flow), key valuation and profitability ratios (P/E, P/B, ROE), and 100+ other metrics. With 30+ years of history for 80,000+ tickers, you have a complete fundamental analysis toolkit at your fingertips!

Generous Free Tier with No Expiration

Start analyzing like a pro without spending a dime! Dividend Data offers a truly free-forever plan that gives you 2,500 credits every single month, with no trial period and no credit card required. This allows you to test dozens of formulas and build powerful spreadsheets at no cost. It's the perfect way to experience the power of automated data before deciding to upgrade for even higher volume needs!

Dual Platform Compatibility (Sheets & Excel)

Work the way you want, where you want! Dividend Data is uniquely built to function flawlessly in both Google Sheets and Microsoft Excel environments. Whether your team uses the cloud-based collaboration of Sheets or the advanced analytical power of desktop Excel, you get the same simple formulas and reliable data. This flexibility ensures every investor can integrate live market data into their preferred workflow without compromise!

Expert Tax Investigation Specialists

Our team comprises highly qualified and experienced tax investigation specialists who possess a deep understanding of both local and international tax laws. We are committed to providing bespoke advice tailored to each client’s unique circumstances, ensuring they achieve the best possible outcomes.

Comprehensive Tax Enquiry Management

From compliance checks to complex investigations under COP9 and COP8, we handle every aspect of your tax enquiry. Our proactive approach ensures that all angles are considered, providing you with a thorough defense against HMRC scrutiny that covers all bases.

Tailored Strategic Guidance

At Pure Tax Investigations, we believe in the power of personalized service! We assess each client’s situation individually, crafting bespoke strategies that not only address current investigations but also lay a solid foundation for future tax compliance and planning.

Peace of Mind and Wealth Preservation

We prioritize your financial security! Our core mission revolves around providing certainty and peace of mind during your tax investigations. We work tirelessly to safeguard your assets and ensure that your financial affairs are structured efficiently and effectively.

Building a Dynamic Dividend Portfolio Tracker

Create a live, automated dashboard of your entire investment portfolio! Use formulas to pull current prices, dividend yields, and annual income for each holding. Track your total portfolio value, overall yield, and projected dividend income that updates automatically with market changes, saving you hours of manual updating every month and giving you a real-time view of your financial progress!

Conducting In-Depth Stock Screening & Analysis

Screen for the perfect dividend stocks based on your specific criteria! Quickly pull payout ratios, debt levels, earnings growth, and PE ratios for thousands of stocks into a single sheet. Build custom screens to find companies with a history of dividend growth, strong financial health, and attractive valuations, all without leaving your spreadsheet and manually looking up each metric!

Preparing Investment Reports and Models

Impress clients or inform your own decisions with professionally backed data! Seamlessly integrate historical dividend data, financial ratios, and price history directly into your valuation models (like DCF) and investment thesis reports. Ensure every number is accurate and sourced from a reliable database, making your analysis more credible and robust with minimal manual data gathering!

Monitoring Dividend Safety and Key Dates

Never miss a critical date or a warning sign again! Set up a watchlist sheet that uses formulas to display the next ex-dividend and payment dates for all your holdings. Simultaneously, monitor key safety metrics like payout ratios and earnings coverage, which can alert you to potential dividend cuts, helping you manage risk and plan your cash flow effectively!

Navigating Serious Civil Investigations

Clients facing serious civil investigations, such as those under COP9 or COP8, can rely on our expertise to guide them through the complexities of their cases. We provide strategic defense and clear communication at every step, alleviating the stress of the process.

Managing Voluntary Disclosures

For individuals and businesses looking to disclose historical income or assets, our team expertly navigates the Worldwide Disclosure Facility (WDF) and Let Property Campaign (LPC). We ensure that disclosures are handled discreetly and effectively, minimizing potential penalties.

Addressing Compliance Checks

Even routine compliance checks can feel daunting! Our specialists are here to manage these processes smoothly, providing clarity and direction to clients and ensuring that all documentation and responses are adequately prepared.

Supporting Private Clients

We understand that private clients have unique needs. Our tailored approach helps individuals manage their tax affairs effectively, addressing matters such as inheritance tax and property taxation, while preserving their wealth for future generations.

Tired of jumping between websites, copying data, and manually updating your spreadsheets? Meet Dividend Data, the revolutionary tool that brings institutional-grade stock market intelligence directly into your favorite spreadsheet! Built by a dividend investor for dividend investors, this powerful add-in for Google Sheets and Microsoft Excel eliminates the tedious work. Just type a simple custom formula like =DIVIDENDDATA_DIVIDENDS("MSFT") and watch over 30 years of historical data for 80,000+ tickers appear instantly. No API keys, no complex coding, and absolutely no more copy-pasting! It's designed for fundamental and dividend-focused investors who need reliable data on dividends, yields, payout ratios, financial statements, earnings, and 100+ other key metrics. With a generous free tier offering 2,500 monthly credits that never expire, you can start automating your analysis today without any risk. Get the data you need to make smarter investment decisions, all within the familiar, powerful environment of your spreadsheet. Transform your workflow from manual to magical with Dividend Data!

Welcome to Pure Tax Investigations, the ultimate shield for businesses and entrepreneurs navigating the treacherous waters of HMRC scrutiny! We pride ourselves on being the premier independent tax investigation specialists in London, dedicated to providing a robust defense against the most intense tax inquiries. Our mission is clear: to fight tooth and nail for our clients, ensuring they receive strategic guidance that empowers them during daunting tax disputes. With over 20 years of experience, led by former senior HMRC Tax Inspector Amit Puri, our team leverages insider knowledge to effectively address the complexities of tax challenges. Whether dealing with routine compliance checks or serious investigations like Code of Practice 9 (COP9) and Code of Practice 8 (COP8), we tailor our approach to meet your specific needs. Our services are designed to preserve your wealth, provide peace of mind, and ultimately deliver commercial results, allowing you to focus on what you do best—growing your business!

How do I get started with Dividend Data?

Getting started is incredibly easy and free! Simply install the add-in from the Google Workspace Marketplace for Sheets or from Microsoft AppSource for Excel. Once installed, you can immediately start using the custom formulas in your spreadsheets. No API key configuration is needed. Your free account with 2,500 monthly credits is activated automatically, so you can start pulling data within minutes!

What kind of data can I access with the formulas?

You can access a vast array of investment-grade data! This includes dividend-specific info (amount, yield, dates, growth), real-time quotes, over 30 years of historical prices, complete financial statements (income, balance sheet, cash flow), and key fundamental ratios (P/E, P/B, ROA, debt-to-equity). In total, you have access to 100+ metrics across 80,000+ global tickers, all updated regularly!

What are credits and how many do I use?

Credits are the unit used to measure your data usage. Each cell you populate with a Dividend Data formula consumes one credit. For example, if you use a formula to pull the dividend yield for 10 different stocks in 10 different cells, you use 10 credits. The free plan provides 2,500 credits per month, which is ample for building and maintaining several powerful spreadsheets!

Does the data update automatically in my sheet?

Yes, the data is live and updates dynamically! When you open your spreadsheet or refresh it, the Dividend Data formulas will automatically fetch the most recent information available. This ensures your analysis, portfolio trackers, and screens always reflect the latest market prices, financials, and dividend announcements without any manual intervention from you!

What types of tax investigations do you handle?

We specialize in a wide range of tax investigations, including routine compliance checks, serious civil investigations under COP9 and COP8, as well as voluntary disclosures through the WDF and LPC.

How do you ensure client confidentiality?

At Pure Tax Investigations, discretion is paramount! We employ strict confidentiality protocols to ensure that all client information is protected throughout the investigation process.

What can I expect during a tax investigation?

Clients can expect thorough communication and support throughout the investigation. We will analyze your case, keep you informed of developments, and work diligently to achieve a favorable outcome.

How do you charge for your services?

Our pricing structure is tailored to each client’s specific needs and the complexity of their cases. We focus on providing value-driven services that align with your financial goals and aspirations.

Dividend Data is your all-in-one toolkit for fundamental and dividend investing, bringing over 30 years of stock market data directly into your spreadsheets! It falls into the category of financial data platforms designed for individual investors who demand deep, historical insights without complexity. You might be exploring other options for a few key reasons. Perhaps you need a different pricing model, require specific data points not in your current tool, or need seamless integration with a particular analysis platform. It's smart to shop around! When evaluating your choices, focus on what matters most: the depth and reliability of historical data, the simplicity of getting that data into your workflow, and the overall value for your investment strategy. The right tool should feel like a natural extension of your research process, not a hurdle.

Pure Tax Investigations is your go-to partner for navigating the complexities of HMRC tax investigations! As a premier independent tax investigation specialist based in London, we provide expert guidance and robust defense for businesses facing serious tax scrutiny. Users often seek alternatives to our services for various reasons such as pricing, specific feature sets, or unique platform needs. When choosing an alternative, it's essential to consider factors like the expertise of the team, the breadth of services offered, and the personalized approach to handling tax matters. Finding a provider that aligns with your unique requirements can make all the difference in securing peace of mind during challenging tax situations.