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3 tax-saving PDF Reports

Saving an extra 40%!


A Tips & Advice Special Report about...

In a nutshell

Take maximum advantage of the Research & Development (R&D) allowances with this Special Report. It explains how the credits and allowances work and how to use them in practice. Our handy advice will help you save money - so your R&D investments don't go unrewarded.

In detail

The R&D allowances are without doubt the most generous of tax incentives. But the rules are so complex that this tax break is massively underused. This Special Report takes the mystery out of R&D allowances – it explains:

  • What R&D tax credits are
  • The amount of tax relief involved
  • Criteria to qualify for R&D tax relief
    • Which R&D projects qualify?
    • What type of expenditure qualifies?
  • Making an R&D claim
  • Limits to R&D relief

Written in plain English and illustrated with practical examples, this Special Report shows just how much you can save. It's a must-read for every company that invests in developing new ideas.

We've created this Tips & Advice Special Report especially for... 

Company directors and all business that are considering R&D work that want to:

  • Take maximum advantage of R&D allowances

Tax advisors and accountants that want to:

  • Advise their clients on using R&D allowances tax-efficiently

In this Tips & Advice Special Report you'll read about...

Table of contents

What are R&D tax credits?

What’s new since April 1 2015?

How much tax relief do we get?

What counts as a qualifying R&D project?

What expenditure qualifies for R&D tax credits?

What is an SME for R&D tax credit purposes?

Grants and subsidies

How to make an R&D claim - SMEs

Can pre-trading expenditure qualify for R&D?

Limits on relief

Advance Assurance

Tax relief for R&D capital equipment

Further sources of information

You can choose from the following options...

Digital

  • The PDF-version
  • Delivered to your inbox

A Tips & Advice Special Report about...

In a nutshell

This Special Report helps you maximise the value of your pension fund. It covers the pension rules and how they affect your pension scheme, taking into account the latest legislation. It also offers a host of ideas to get the most out of your pension savings. Whatever your situation, this Special Report ensures your efforts to build up your pension fund are legally safe and successful.

 

In detail

With so many changes to the pension rules over recent years, it’s difficult to keep up. This Special Report brings you quickly up to speed and answers important questions such as:

  • Which different types of pension exist?
  • How do you make cost-effective pension contributions?
  • What are the options to withdraw money from your fund tax-efficiently?
  • What are effective tax planning strategies?

This Special Report, full of useful advice, will help you keep more money in your pocket and out of HMRC’s.

We've created this Tips & Advice Special Report especially for... 

Business owners, company directors and anyone with a pension that wants to:

  • Know which pension schemes work best in their situation
  • Build up a pension fund in a safe and tax-effective way
  • Get the most from future pension savings

Financial advisors and accountants that want to:

  • Be aware of all the complicated pension rules scheme for their clients

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

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

In this Tips & Advice Special Report you'll read about...

Table of contents

Introduction

Pensions - where are we now?

Pension schemes

Self-invested personal pensions (SIPPs)

Small self-administered schemes (SSASs)

Executive pension plans (EPPs)

Making pension contributions

Claiming tax relief on pension contributions by individuals

Pension input periods (PIPs) and carry-forward

Contributing to retirement annuity contracts

Timing of company pension contributions

Tax planning

In specie contributions

Salary sacrifice schemes

Recycling tax-free cash

Pension income recycling

Payment options on death

Recruitment annuity contracts (Section 266) and inheritance tax

Taking your pension

Small pot pension payments

Uncrystallised fund pension lump sums

Flexi access drawdown

Pension commencement lump sums (tax-free cash)

Annuities

Appendices

Appendix A - flow chart

Appendix B - tax treatment of death benefits

Documents

In-year pension contribution - claim for tax relief

Pension premium record

You can choose from the following options...

Digital

  • The PDF-version
  • Delivered to your inbox

Take a look at your options below.

A Tips & Advice Special Report about...

In a nutshell

This Special Report provides you with ready-to-apply solutions to deal with the tricky loan account rules. Fully up to date with recent changes, it explains how to manage loan account transactions in the most tax-efficient ways.

In detail

In plain English, this Special Report covers:

  • Loan-related tax charges
    • What the different tax charges are
    • When the s.455 charge applies to companies
    • When the benefit in kind charge applies to directors
    • What "conferring a benefit" on a participator means
  • Reporting to HMRC
    • When you need to tell HMRC about the loan
    • How to report loan account transactions
    • How to account for s.455 tax
  • Avoiding the tax charges
    • How and when to repay or clear a loan
    • What the repayment options are
  • Optimising your tax-planning strategy

Transactions between directors and their companies have always been a prime target for HMRC. And the rules have become increasingly complicated in recent years, making tax charges difficult to avoid. This Special Report offers you a series of legitimate ways to avoid tax. It's outstanding value for money.

We've created this Tips & Advice Special Report especially for... 

Company directors that want to:

  • Tax-efficiently manage their loan account transactions

Tax advisors, bookkeepers and accountants that want to:

  • Determine the best tax-saving strategy for their clients

 

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

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

In this Tips & Advice Special Report you'll read about...

Table of contents

Introduction

1. Loan-related tax charges applying to companies

2. Loans by close companies

3. Tax charge on loans to participators

4. Reporting to HMRC and accounting for s.455 tax

5. Benefit in kind charge on outstanding loan

6. Repaying or otherwise clearing the loan

7. Arrangements “conferring a benefit” on a participator

8. Tax planning

9. Tax terms that apply to company loans

Appendix

Documents

Director’s loan account record

Director’s loan account write-off letter

Director’s loan agreement

Interest payable on loan account minute

Resolution of general meeting to approve a loan to a director

You can choose from the following options...

Paper

  • The hard copy version
  • Keep it on your desk or use it whenever you're offline

Digital

  • The PDF-version
  • Delivered to your inbox

Take a look at your options below.

Package offer
£90.00
Package price now: £50.00
In this package offer...
Research and Development Tax Credits
£30.00
Special subscribers' price £20.00
Maximising Your Pension Fund
£30.00
Special subscribers' price £20.00
Directors' Loan Accounts - Making the Tax Rules Work for You
£30.00
Special subscribers' price £20.00
£35.00
Special subscribers' price £25.00
£35.00
Special subscribers' price £25.00
£35.00
Special subscribers' price £25.00
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