Our helpsheets provide a two page briefing on key elements of essential topics. Just what you need to know, in plain English. Click to read immediately, download to print or share.
- Tax Planning Checklist 2020/21
A checklist of the key investment and tax planning ideas that you should be considering.
- Checklist: Tough Times Ahead?
If you are worrying about the future of your business, help is at hand.
Don't bury your head, use this simple checklist to identify next steps. - Trace your lost pension plans
Around 1 in 4 adults under 55 at risk of losing their share of £37 billion in unclaimed pension funds.
- Protecting your business from fraud
Steps to shield you from threats. Fraud costs the UK around £190 billion a year, with businesses bearing almost three quarters of those losses.
- IR35 Coming to the Private Sector
From 6 April 2020, firms that engage private-sector contractors may be responsible for deducting income tax and national insurance.
- Risk Assessment & Contingency Planning
Minimise the disruption of situations that can change suddenly and often without warning.
- Changes to probate in 2019
From April 2019, some estates in England and Wales could be required to pay almost £6,000 for a service that currently costs less than 4% of that amount.
- Planning your estate: wills
How to plan and make a legally valid will.
- Furnished holiday lettings
Your reference to the pros and cons of letting furnished holiday accommodation.
- Giving to charity in life and death
How to include charitable donations in your tax
planning strategy - HMRC investigations
What to expect when the Revenue comes knocking
- Family Home Allowance
Not everyone’s a winner with the recently-introduced residence nil-rate band.
- Buy-to-let Property
Learn how recent tax changes will affect individual landlords in this informative factsheet
- Planning your retirement
Whatever your age, it’s never too late to start saving to retire.
- Trusts and Tax Planning
An introduction to the relationship between trusts and tax.
- VAT After Brexit
What could happen to VAT after the UK has left the European Union?
- Personal financial planning
No one should be without a financial plan. Read our guide to get started.
- National Insurance Planning
An overview of the types of national insurance and advice on how to make sure you don’t pay too much.
