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 general

  • Agency workers regulations
  • Bribery Act 2010
  • Capital allowances
  • Cash basis for the Self-Employed
  • Charities: Trustees’ responsibilities
  • Charities in Scotland: Trustees’ responsibilities
  • Construction Industry Scheme
  • Could your business survive without you?
  • Criminal Finances Act 2017
  • Employed or Self Employed?
  • Employer-Supported Childcare
  • Employing your spouse
  • How long should you keep books and records?
  • Husband and wife businesses
  • Insuring your business
  • Making Tax Digital for Individuals
  • Making Tax Digital for VAT
  • Managing absence
  • Preventing late payments
  • Raising finance for your business
  • Recent changes to apprenticeships
  • Salary sacrifice
  • Tax calendar
  • The national living wage and the national minimum wage
  • The new general data protection regulation

Business management

  • Buy, HP or lease?
  • Expansion – is your business ready?
  • 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
  • Forming a limited company
  • Incorporation
  • Limited Liability Partnerships (LLPs)
  • Preparing your business plan
  • Running your own business
  • Using us as your business adviser

Limited companies

  • An introduction to corporation tax
  • Companies –Getting the timing right
  • Company secretarial duties
  • Corporation tax self assessment
  • Directors’ responsibilities
  • How much dividend can I take?
  • IR35 personal service companies
  • Persons with significant control
  • Small company accounting
  • Statutory records

PAYE & NI, benefits in kind

  • Car or van?
  • Cars for employees
  • Employee expenses
  • Employment benefits
  • Fixed rate expenses
  • Minimising the risk of employer compliance visits
  • National insurance
  • Payroll – basic procedures
  • Payroll real time information regime
  • Payslips
  • Pooled cars and vans
  • The employment allowance

Personal taxation

  • Are you still on track for retirement?
  • Capital gains tax and the family home
  • Changes affecting landlords of residential properties
  • Child Benefit charge
  • Dividend nil-rate
  • Does your estate planning pass the test?
  • Furnished holiday lettings
  • Giving to Charity
  • Inheritance tax planning
  • Land and buildings transaction tax
  • Land transaction tax
  • Lasting Powers of Attorney (LPA)
  • Making a Will and Other Related Matters
  • Personal tax – Self Assessment
  • Personal tax – when is income and CGT payable?
  • Planning for a year’s prosperity
  • Repayment of student loans
  • Separation & divorce
  • Stamp duty land tax
  • Statutory residence test
  • Supporting your children
  • Take care to avoid a penalty

Savings & investments

  • Capital gains tax
  • Capital gains tax on disposal of chattels
  • Enterprise Investment Scheme (EIS)
  • Individual savings accounts
  • Pension – Automatic enrolement
  • Pensions – Tax reliefs
  • Property investment – buy to let
  • Seed Enterprise Investment Scheme (SEIS)
  • Tax-free childcare
  • VCT, EIS & SEIS compared
  • Venture Capital Trusts (VCTs)


  • Group VAT registration
  • Recovering VAT on staff expenses
  • VAT
  • VAT annual accounting scheme
  • VAT bad debt relief
  • VAT cash accounting
  • VAT Do’s and Don’ts
  • VAT flat rate scheme
  • VAT – How to survive the enforcement powers