Business resources

Our Business Advice Service covers a wide range of areas that provide insight and planning into business and tax matters.

We have an extensive library of documents, templates and other material available for our customers.

If you are a customer and would like access to any of this documentation then please call us or download a Word document containing a full list and tick the items you would like from us.

Over 200 documents

We have over 200 documents that can help your business:

Business administration

  • Computer comfort and safety in the workplace
  • Dealing witheEmployee absence
  • Getting the stationery right
  • How long should you keep books and records?
  • Insuring your business

Business general

  • An introduction to the three line account
  • Business records checks
  • Capital allowances
  • Changes to capital allowances
  • Charities update – some recent changes
  • Could your business survive without you?
  • Employer-supported childcare
  • Employing younger workers
  • Employing your spouse
  • Husband and wife businesses
  • Insolvency and liquidation
  • Managing deliberate defaulters
  • Preventing late payments
  • Raising finance for your business
  • Salary sacrifice
  • Subcontractors and the construction industry scheme
  • Tax calendar
  • Tax free gifts to staff
  • The agency workers directive
  • The bribery act
  • The construction industry scheme
  • The employment allowance
  • The national minimum wage
  • The new cash basis – simpler income and expenses?
  • The rules governing charities

Business management

  • Buy, HP or lease?
  • Expansion – is your business ready?
  • How to balance your bank account
  • How to balance your (creditors) purchase ledger
  • How to balance your sales (debtors) control account
  • How to gain the most out of your accounting records
  • How to increase your profit
  • Keeping an eye on your cashflow
  • Six steps to an effective business plan
  • The value of outsourcing

Business start-up

  • Allowable expenses
  • An introduction to the tax system for the self employed
  • Choosing your accounting Date
  • Employed or self employed?
  • Forming a limited company
  • Limited Liability Partnerships (LLPs)
  • More about Limited Liability Partnerships
  • Partnership agreements
  • Preparing your business plan
  • Running your own business
  • Should you form a limited company?
  • Using Us as your business adviser

Limited companies

  • An introduction to corporation tax
  • Audit exemption
  • Companies –Getting the timing right
  • Company bonus or dividend
  • Corporation tax self assessment
  • Could you benefit from updating your constitution?
  • Employee share schemes
  • How much dividend can I take?
  • Managed service companies
  • Personal service companies
  • Statutory records
  • Striking off
  • The Companies Act 2006
  • The company secretary
  • The law and directors’ responsibilities

PAYE & NI, benefits in kind

  • An introduction to PAYE
  • Benefits in kind and expenses payments
  • Car or van?
  • Class 3A NICs
  • Company car tax
  • Don’t pay too much National Insurance (NI)
  • Future company car tax rates
  • Minimising the risk of employer compliance visits
  • National insurance planning
  • Payslips
  • Pooled cars and vans
  • Tax free gifts to staff
  • The new real time information regime

Personal taxation

  • An introduction to self sssessment
  • Are you still on track for retirement?
  • Child Benefit: Income tax charge for those on higher
  • Incomes
  • Child tax credit and working tax credit
  • Does your estate planning pass the test?
  • Furnished holiday lettings
  • Giving to Charity
  • Home or Away: the new statutory residence test
  • Inheritance tax planning
  • Interest and tax payments
  • Lasting Powers of Attorney (LPA)
  • Making a Will and Other Related Matters
  • Peace of mind – Agent contact with HMRC
  • Pension credit
  • Planning for a year’s prosperity
  • Repayment of student loans
  • Separation & divorce
  • Stamp duties
  • Stamp duty land tax on purchase of residential properties
  • Supporting your children
  • Take care to avoid a penalty
  • Tax aspects of your home
  • The 45% additional income tax rate
  • The child trust fund

Savings & investments

  • Accrued income scheme
  • Accumulation and maintenance trusts
  • Aspects of capital gains tax
  • Buy to let roperties
  • Capital gains tax EIS deferral relief
  • Capital gains tax on chattels
  • Enterprise Investment Scheme (EIS)
  • Pension changes – time to act
  • Pension flexibility
  • Pension schemes, contributions and tax relief
  • Seed Enterprise Investment Scheme (EIS)
  • Tax aspects of property investment
  • Tax efficient investments
  • Tax on savings income
  • The new pension auto-enrolment scheme
  • VCT, EIS & SEIS compared
  • Venture Capital Trusts (VCTs)

Self employment

  • An introduction to the tax system for the self employed
  • Employed or welf employed?
  • Use of vehicle mileage rates for the self employed

VAT

  • An introduction to VAT
  • Group VAT registration
  • How to survive the enforcement powers
  • Reclaiming VAT on fuel for private ue
  • Recovering VAT on staff expenses
  • VAT annual accounting scheme
  • VAT bad debt relief
  • VAT cash accounting scheme
  • VAT Do’s and Don’ts
  • VAT flat rate scheme