Dividend Data vs Pure Tax Investigations

Comprehensive Spreadsheet Functions

Access over 16 custom formulas designed for in-depth stock analysis directly in your cells. Functions like DIVIDENDDATA_DIVIDENDS, DIVIDENDDATA_RATIOS, and DIVIDENDDATA_QUOTE pull specific data points such as forward yield, ex-dividend dates, P/E ratios, and current price. This turns your spreadsheet into a dynamic, auto-updating research terminal without any coding required.

Extensive Historical Data Library

Gain insights with over 30 years of historical market data for 80,000+ stocks and ETFs. This deep historical context is crucial for analyzing long-term dividend growth trends, financial performance across market cycles, and conducting robust backtesting for investment strategies, all from within your familiar spreadsheet environment.

Dual Platform Compatibility

Seamlessly integrate live financial data into both Google Sheets and Microsoft Excel. The add-ins are officially available on Google Workspace Marketplace and Microsoft AppSource with high user ratings, ensuring a smooth, secure, and reliable experience regardless of your preferred spreadsheet software.

Free Tier with Generous Credits

Start analyzing immediately with a free plan that provides 2,500 credits per month without any trial expiration or credit card required. This allows users to test numerous formulas and tickers, making it an accessible entry point for individual investors before considering higher-tier plans for more extensive data needs.

Expert Defense Against HMRC

Our team provides unparalleled defense strategies tailored to each client's unique situation. We understand the nuances of tax law and apply our expertise to protect clients from HMRC's aggressive tactics during investigations.

Comprehensive Tax Disclosure Services

We specialize in managing tax disclosures, including navigating the complexities of the Worldwide Disclosure Facility and the Let Property Campaign. Our services ensure that clients comply with tax obligations while minimizing penalties.

Personalized Client Approach

We prioritize understanding each client's specific needs. Our approach involves detailed discussions to evaluate their tax affairs, allowing us to offer bespoke and pragmatic advice tailored to their circumstances.

Continuous Knowledge Update

Our specialists stay updated with the latest HMRC operational approaches and tax regulations. This ensures that clients benefit from current best practices and strategies, allowing for effective navigation through intricate tax matters.

Automated Dividend Portfolio Tracking

Build a live-tracking dividend portfolio spreadsheet. Automatically import dividend dates, amounts, and yields for all holdings. This allows investors to monitor projected income, track payment schedules, and analyze portfolio yield without manually updating each stock's data, saving hours of maintenance.

Fundamental Stock Analysis and Screening

Perform deep fundamental analysis by pulling financial statements, valuation ratios, and growth metrics for any company. Investors can create custom stock screens by building spreadsheets that compare P/E ratios, payout ratios, or EPS growth across a universe of stocks using live, updated data.

Historical Performance Backtesting

Test investment strategies using three decades of historical price and dividend data. Users can model how a dividend growth strategy would have performed, calculate total returns including reinvested dividends, and assess the volatility of specific stocks or sectors over long time horizons.

Financial Modeling and Forecasting

Enhance financial models with accurate, externally-sourced data. Incorporate real-time metrics like current share price, diluted EPS, and debt-to-equity ratios into discounted cash flow (DCF) models or other valuation spreadsheets, ensuring your assumptions are based on the latest market information.

Navigating Complex Tax Investigations

Businesses facing serious investigations under COP9 or COP8 can rely on our expertise to develop robust defense strategies, ensuring their rights are protected throughout the process.

Managing Compliance Checks

Clients undergoing routine HMRC compliance checks can benefit from our tailored support. We guide them through the process, alleviating stress and ensuring all inquiries are handled efficiently.

Facilitating Tax Disclosures

For individuals or businesses needing to disclose previously unreported income or gains, we provide comprehensive services to ensure compliance while minimizing potential penalties.

Addressing Tax Avoidance Concerns

Our team assists clients in understanding and addressing issues related to tax avoidance schemes, ensuring they remain compliant and protected from possible investigations.

Dividend Data is a powerful financial data platform designed to bring institutional-grade stock market information directly into your spreadsheets. It eliminates the need for complex APIs, coding, or manual copy-pasting by providing over 16 simple custom formulas for Google Sheets and Microsoft Excel. With access to 30+ years of historical data for more than 80,000 global tickers, users can instantly pull critical metrics like dividends, yields, payout ratios, financial statements, earnings, and price history. Built specifically for dividend and fundamental investors by a fellow investor, the tool focuses on delivering the exact data needed for deep analysis. Its standout offering includes a permanently free tier with 2,500 monthly credits, making professional investment research accessible without a high cost. The core value proposition is automation and simplicity: just type a formula and get live, updated data in your spreadsheet within seconds.

Pure Tax Investigations is a dedicated service focused on assisting businesses and entrepreneurs in managing complex tax disputes and investigations. Our primary goal is to serve as a buffer between clients and HMRC, offering tailored advice and robust defense throughout the tax investigation process. We recognize the stress that both routine inquiries and serious investigations, such as those falling under Code of Practice 9 (COP9) or Code of Practice 8 (COP8), can create for our clients. With our extensive experience, particularly in tax disclosures like the Worldwide Disclosure Facility (WDF) and the Let Property Campaign (LPC), we deliver comprehensive support to navigate compliance checks and inquiries. Led by Amit Puri, a former HMRC senior Tax Inspector with over 20 years of expertise, our team is committed to ensuring clarity, peace of mind, and safeguarding our clients' interests.

How do I get started with Dividend Data?

Getting started is simple. For Google Sheets, install the add-on from the Google Workspace Marketplace. For Microsoft Excel, install it from Microsoft AppSource. Once installed, you can immediately start using the custom formulas like =DIVIDENDDATA_DIVIDENDS("TICKER") in your spreadsheet. No API key or coding is required.

What is included in the free plan?

The free plan offers 2,500 credits per month, which do not expire. This allows you to use a significant number of data calls to test various functions and tickers. It provides full access to the suite of custom formulas within the credit limit, making it ideal for individual investors and casual users.

What kind of data can I access?

You can access a wide range of data points including dividend information (amount, yield, dates, growth), key financial ratios (P/E, P/B, payout ratio), quote data (price, volume), income statement and balance sheet items, and over 100 other fundamental metrics. The data covers 80,000+ tickers with 30+ years of history.

Does the data update automatically in my spreadsheet?

Yes, the data is live and updates automatically. When you open your spreadsheet or refresh it, the formulas will pull the most current information available from Dividend Data's servers. This ensures your analysis and portfolio tracking are always based on the latest market data.

What is Pure Tax Investigations?

Pure Tax Investigations specializes in managing tax disputes and investigations for businesses and entrepreneurs, providing expert defense and tailored advice throughout the process.

How can Pure Tax Investigations help with HMRC inquiries?

We act as a buffer between clients and HMRC, offering robust defense strategies and personalized advice to navigate HMRC inquiries efficiently and effectively.

What types of tax disclosures do you handle?

We manage various tax disclosures, including those under the Worldwide Disclosure Facility and the Let Property Campaign, ensuring clients meet their compliance obligations.

Who leads the team at Pure Tax Investigations?

The team is led by Amit Puri, a former HMRC senior Tax Inspector with over 20 years of experience in tax law, ensuring clients receive knowledgeable and effective support.

Dividend Data is a spreadsheet add-on that provides extensive historical stock market and dividend data directly into Google Sheets and Excel. It falls into the category of financial data tools designed for self-directed investors and analysts. Users often explore alternatives for various reasons, such as budget constraints, specific feature requirements, or compatibility with different platforms like proprietary software or other spreadsheet applications. Needs can vary widely from one investor to the next. When evaluating other options, key considerations include the depth and history of the financial data offered, the ease of integration with your existing workflow, the total cost of ownership, and whether the tool's specialized functions align with your specific investment strategy, such as dividend growth analysis.

Pure Tax Investigations is a specialized service focused on tax dispute resolution, helping businesses and entrepreneurs handle complex inquiries from HMRC. Clients often seek alternatives due to factors such as pricing, specific feature sets, or unique platform requirements that better align with their needs. When considering alternatives, it's essential to evaluate the service's expertise, the comprehensiveness of support offered, and the ability to provide tailored solutions that meet individual business circumstances.