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Indicator - FL Memo

Essential Documents for Saving Tax

A Tips & Advice book about... 

In a nutshell

This book provides all the paperwork you need to take full advantage of the available tax-saving opportunities. Drafted by experts, it always keeps your perspective as the taxpayer firmly in mind. It will ensure you don't pay a penny more in tax than you have to.

In detail

This book includes over 130 letters, policies, checklists and tools that cover all areas of taxation:

  1. Cars
  2. Capital gains tax
  3. Dealing with tax investigations
  4. Elections and claims
  5. Employee benefits and expenses
  6. Employee remuneration
  7. Inheritance tax
  8. Profit extraction
  9. Property investment
  10. Status
  11. VAT

Along with each document comes a handy commentary explaining when and where to use it to its full potential. Keep this book close at hand and you'll always stay one step ahead of HMRC.

Covers Finance Act 2015

We've created this Tips & Advice book especially for... 

Entrepreneurs, business owners, directors and financial managers that want to:

  • Stay one step ahead of HMRC and save on tax, by having the right paperwork within easy reach

Tax advisors and accountants that want to:

  • Ensure their clients don't pay a penny more in tax than they have to

You'll get the following free extras with this Tips & Advice book... 

An Online Service with ready-to-use documents

  • To immediately apply our advice and solutions in practice
  • That you can easily adapt to suit your own requirements
Untitled Document

In this Tips & Advice book you'll read about...

Table of contents


Section 1 - Cars

Business mileage record

Cars and car allowances policy

Lump sum contribution agreement

Memo: invoices for motor expenses

Pool car journey record

Pool car policy

Pool car status letter

Private fuel agreement

Top-up payments agreement

Use of van agreement

Section 2 - CGT

Calculation of CGT 2015/16

Calculation of CGT 2016/17

Calculation of goodwill

CGT EIS deferral relief claim

Claim for loss on irrecoverable loan to a trader

Company shares or securities reorganisation clearance letter

Election to transfer gain or loss to other group company

Gift relief pro forma

Negligible value claim

Rollover relief claim

Rollover relief calculation

Share valuation work sheet

Trading loss relief claim

Section 3 - Dealing with tax investigations

Amending a tax return

Appeal and postponement of direct tax

Capital statement checklist

Changing interview notes

Checklist for attacking a business economics exercise

Complaint letter

Date not convenient letter

Key events chart

Letter to get a tax penalty reduced

No interview letter

Obligation for past event

Open letter of disclosure

Out of time letter

Private expenditure checklist

Product mix reconstruction

Rejecting a business economics exercise

Reply to a business economics exercise

Request for closure letter

Self-employed pages review

Wastage/losses record

What HMRC is likely to ask

Section 4 - Elections and claims

Allocation of savings interest agreement

In-year pension contribution - claim for tax relief

Letter to chase a tax repayment

Official error ESC A19 claim

Overpayment relief claim checksheet

Overpayment relief claim

Purchase of own shares clearance letter

Purchase of own shares reporting letter

Short-life asset election

Section 5 - Employee benefits and expenses

Alternative interest calculation method letter

Assets with personal use

Electronic devices policy

Employee equipment allowance

Expenses claim form

Expenses policy

Homeworkers’ expenses policy

Incidental overnight expenses policy

Loan agreement

Loan record

Mobile phone declaration

PAYE settlement agreement letter

Provision of home telephone policy

Scale rate clearance letter

Travel expenses policy

Using your own car on company business policy

Section 6 - Employee remuneration

Childcare voucher policy

Golden hello payment letter

PAYE audit checklist

Payment in lieu of notice clause

Personal appreciation gift letter

Register of child carers

Salary sacrifice letter

Salary sacrifice policy

Sample childcare voucher

Staff suggestion scheme rules

Suggestion scheme ideas log

Termination payment letter

Termination payment minutes

Section 7 - IHT

Chattel lease

Deed of gift

Deed of variation

Inheritance tax fall in value claim

Letter of wishes

Loan waiver deed

Lottery syndicate agreement

Option to buy/sell shares clause

Record of gifts

Notice of severance of joint tenancy

Surplus income letter

Surplus income record

Tenancy-in-common declaration

Trading status report

Transferable nil rate band checklist

Section 8 - Profit extraction

Annual certificate of interest

Benefit in kind paperwork

Director’s loan account record

Director’s loan account write-off letter

Director’s loan agreement

Distributable profits board minute

Dividend voucher

Dividend waiver

Interest payable on loan account minute

Interim dividend board minute

Licence agreement (garage)

Licence agreement

Spouse’s job description

Year-end bonus board minute

Section 9 - Property investment

Capital allowances checklist

Chattels checklist

Declaration of beneficial ownership

Declaration of trust

Election for plant and machinery purchased with a building - s.198/s.199 election

Election for rent-a-room relief not to apply

Licence agreement (commercial property)

Nominating a main residence election

Property management company contract

Rental business job description

Schedule of capital costs

Section 10 - Status

Checklist of status factors

Consultancy agreement

Contract for services

Exchange of letters

IR35 calculator

Section 11 - VAT

Appeal letter

Authority letter to HMRC

Compensation claim letter

Internal Review letter

Invoice checklist

Letter after problems with online filing

Option to tax letter

Reasonable excuse letter

VAT online filing checklist

VAT return checklist

Voluntary disclosure letter

Written rulings letter

Essential Documents for Saving Tax

  • Over 130 tax-related documents
  • With a "how to use" introduction
  • Stay one step ahead of HMRC
  • Including Online Service with ready-to-use documents
  • 358 pages
  • Free UK delivery

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