Accounting
Solutions

Managing investments comes with unique challenges in declarations, accounting and tax strategies. We offer simpified and tailored services designed for businesses that invest their capital in the financial markets on the side.

That’s why Investor 2.0 aims to help businesses with accounting solutions that cover the fundamental investment accounting needs without having use the resources of their current accountant or the owner of the business.

  • Be smart with your business resources and focus on what you know best.

Our accounting services currently extend to companies formed in

Latvia

Businesses in Latvia are subject to corporate income tax on profits, and capital gains are included in taxable income. They must comply with the Law on Accounting, which mandates that all companies maintain accurate accounting records and prepare annual financial statements

United Kingdom

In the UK, businesses are required to adhere to the Companies Act and applicable accounting standards, such as UK GAAP or IFRS. All companies must prepare annual accounts and file them with Companies House, including a balance sheet and profit and loss statement. Corporate tax is levied on profits, and capital gains are also taxed. 

Lithuania

Recent updates to Lithuania’s corporate income tax regulations emphasise transparency and proper documentation of investment income, making it crucial for companies to stay compliant with evolving tax laws​ and companies must adhere to the Lithuanian Accounting Law and IFRS for financial reporting, especially for investments in financial instruments.

Sweden

Swedish companies are subject to corporate tax on profits, and capital gains are taxed as part of the business income and businesses must comply with the Swedish Accounting Act, which requires all companies to maintain proper accounting records and prepare annual reports in accordance with Swedish GAAP or IFRS.

Finland

Finland requires companies to value investments at fair value or acquisition cost, with specific disclosure rules. Investment income (dividends, capital gains) is subject to corporate tax. Compliance with transfer pricing rules from the Finnish Financial Supervisory Authority is essential, especially for cross-border transactions

Estonia

In Estonia, investment accounts allow individuals to postpone taxation through a legal entity on investment income, such as dividends and capital gains, until funds are withdrawn. Companies can have multiple investment accounts, and it’s advisable to maintain separate accounts for daily transactions and investments to simplify tax reporting. 

Our top services to our clients

Investment accounting

Using Investor 2.0 investment accounting services can really help lighten your accountant’s workload. Instead of having your accountant juggle investment details along with other financial tasks, you can use a dedicated service to cover this part of your business.

We can share more insights into your investments and consult on tax strategies based on your portfolio, leaving your accountant focused on other business financials at hand.

This service can be built to cover your specific needs at specific intervals or be incorporated as a monthly service.

Our top services to our clients

Non-monetary contributions to share capital.

Looking to transfer your personal investment portfolio into your company as share capital? Our service specialises in the seamless conversion of private assets—such as stocks, bonds, or other investments—into share capital for your legal entity.

We assess the current market value of your portfolio and prepare all required documentation which converts your private portfolio into company equity. Fully compliant with accounting and legal standards.

Includes declaration to the tax office/department
Since every situation is unique, we recommend reaching out to us for more information about the service. We’ll be happy to provide a customised price quote tailored to your specific needs.
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Optimise Your Tax Strategy

Investment
expense deductions

Maximise your tax efficiency by deducting investment-related expenses—such as broker fees and advisory costs—from your capital gains.

Our service provides an expense report of eligible fees, including transaction costs and advisory charges, enabling you to lower your tax liability by offsetting gains with deductible expenses.

This service is particularly beneficial for high-frequency traders with substantial gains, ensuring you make the most of your tax deductions.

Investment
loss deductions

Reduce your tax exposure by strategically applying investment losses to offset capital gains or even ordinary income.

Our service helps businesses and investors maximise loss deductions, ensuring they are fully utilised according to tax regulations.

We provide detailed tracking of losses, optimising offsets against gains or income to enhance your tax strategy. In some cases, you can carry losses back or forward over multiple years to effectively manage your tax liabilities.

Covering a range of asset classes

Stocks and Equities

Tracking purchases, sales, dividends, and capital gains or losses.

Bonds

Managing interest income, amortisation of bond premiums or discounts, and tracking gains or losses on sales.

Mutual Funds

Handling distributions, reinvested dividends, and gains or losses from fund transactions.

ETFs

Managing transactions, dividends, and capital gains or losses.

Real Estate Investments

Tracking rental income, depreciation, property sales, and related expenses.

Commodities and Futures

Managing gains and losses, margin accounts, and tracking the performance of commodity investments.

Cryptocurrencies

Tracking purchases, sales, valuation changes, and compliance with tax regulations on digital assets.*

Frequently Asked Questions

Our report covers the fundamentals that can be applied to most jurisdictions in the EU.

Generally we don’t require access to your accounting software or your company’s financials, but we may ask for more information regarding the investments to get a clear picture on the data.

Although some accounting software also allows for customised permissions where we can only access the investment part.

We cover a range of investments, each with its own set of accounting and tax considerations.

Yes, of course. We created the one-off reports for the simplicity but can also offer a customised monthly subscription for our accounting services.