Glossary entry (derived from question below)
Spanish term or phrase:
hacer un balance de cuestiones fiscales o patrimoniales
English translation:
(for us to) review your tax and asset situation
Added to glossary by
Candace Holt Ryan
Apr 16, 2018 15:22
6 yrs ago
9 viewers *
Spanish term
hacer un balance de cuestiones fiscales o patrimoniales
Spanish to English
Bus/Financial
Investment / Securities
This is for a website about asset/wealth management services. Specifically the context is that, no matter the size of the portfolio, it is essential to identify the client's needs and objectives in order to best serve him. The entire sentence is:
Asimismo, este paso es esencial para permitir hacer un balance de cuestiones fiscales o patrimoniales.
Mil gracias por su ayuda.
Asimismo, este paso es esencial para permitir hacer un balance de cuestiones fiscales o patrimoniales.
Mil gracias por su ayuda.
Proposed translations
(English)
4 +2 | (for us to) review your tax and asset situation | philgoddard |
4 | to assess/take stock of your tax and wealth situation | Francois Boye |
Proposed translations
+2
9 mins
Selected
(for us to) review your tax and asset situation
Or assess, or evaluate.
I'm assuming this is addressed to potential customers and "you" is appropriate.
I'm assuming this is addressed to potential customers and "you" is appropriate.
4 KudoZ points awarded for this answer.
Comment: "Thank you so much!"
6 hrs
to assess/take stock of your tax and wealth situation
My take
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