6 Special Reports in PDF for maximum tax efficiency
Package offer
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Research and Development Tax Credits
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Effective Ways to Challenge the Taxman
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Maximising Your Pension Fund
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Capital Allowances - Maximising Relief Claims
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Directors' Loan Accounts - Making the Tax Rules Work for You
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Tax Investigations
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 fully equips you to challenge the Taxman in an effective and legally safe way. Chock-full of handy tips and advice, it covers everything you need to know. With this Special Report at hand, you'll be able to back up your position and outsmart the Taxman.
In detail
Nobody likes to deal with the Taxman. But his decisions can have far-reaching and costly implications for your business. It’s vital you stand your ground. In this Special Report you’ll read about:
- Your legal rights
- Your options in terms of a challenge
- The methods of appeal
- The official authorities dealing with your appeal
Whatever the Taxman decides, this Special Report will fully arm you to successfully take him on.
We've created this Tips & Advice Special Report especially for...
Business owners and company directors that want to:
- Know how and when to safely challenge the Taxman
- Be in a strong position when making an appeal
Tax advisors and accountants that want to:
- Help their clients successfully challenge the Taxman
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
Scope of this Special Report
How to challenge a decision
Method of appeal
Paying tax
The HMRC review
HMRC alternative dispute resolution
The tax tribunals
Hearing at the First-tier Tax Tribunal
The higher courts
Alternatives to appeal
Appendices
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 offers helpful advice to maximise the value of your pension fund. It covers the pension rules and how they affect your pension scheme. Whatever your situation, this Special Report ensures your efforts to build up your pension fund are legally safe and successful.
In detail
This Special Report 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?
It offers a host of ideas to get the most out of your pension savings. Plus, you’ll benefit from a number of ready-to-use documents.
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
The last few years have seen important changes to the capital allowances regime and more are on the way. This Special Report is your up-to-date guide to the new rules showing legitimate ways to pay less tax. It could be the best investment you'll make this year.
In detail
With this Special Report, you'll quickly get to grips with:
- The basic computations you need to make
- The consequences of the reduced annual investment allowance
- The new rules on plant and equipment in buildings, including:
- Environmentally friendly equipment
- Hire purchase equipment
- The use of short-life assets
- Integral features
- Special allowances for enterprise zones
If you don't take the right steps now, your business could lose out permanently. Our Special Report explains, in simple language, what you need to do to make the most of the available allowances.
We've created this Tips & Advice Special Report especially for...
All business owners, company directors and in-house accountants that want to:
- Make the most of the available allowances
- Be fully up to date with the capital allowances rules
- Have a better understanding of the capital allowances rules
Tax advisors that want to:
- Help their clients save tax with capital allowances
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 Special Report you'll read about...
Table of contents
1. Introduction
2. First-year allowances
3. Tax credits for green machinery
4. Annual investment allowance
5. Pooling and writing down allowances
6. Short-life assets
7. The £1,000 write-off
8. Integral features and thermal insulation of buildings
9. Fixtures in buildings
10. Business premises renovation allowance
11. Cars
12. Anti-avoidance rules
13. Enterprise zones: tax allowances
Appendices
APPENDIX 1 - Short-life asset election
APPENDIX 2 - Short-life asset record
APPENDIX 3 - Fixed asset record
APPENDIX 4 - Capital allowances checklist
APPENDIX 5 - Election for plant and machinery purchased with a building - s.198/199 election
You can choose from the following options...
- 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.
A Tips & Advice Special Report about...
In a nutshell
This Special Report shows you how to avoid a tax investigation and stay fully in control if you are selected for one. It provides you with all the tools you need to face such an investigation with confidence.
In detail
This Special Report will guide you carefully through the entire process and covers:
- Simple measures you can adopt to avoid an investigation
- Different types of compliance check
- What your rights and obligations are (and those of HMRC)
- How to bring the investigation to a close
Peppered with handy dos and don'ts, this Special Report takes the stress out of your dealings with HMRC. It comes with a series of supporting documents so you'll be fully prepared if HMRC does come knocking.
We've created this Tips & Advice Special Report especially for...
Business owners and company directors that want to:
- Avoid a tax investigation and be fully prepared if HMRC does come knocking
Tax advisors and accountants that want to:
- Give professional advice to their clients on how they can avoid or safely deal with a tax investigation
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
Outline
Avoiding an investigation
Types of compliance check
Opening the investigation
Working the investigation
Closing the investigation
Specific matters
A note on accelerated payments and direct recovery
Appendices
You can choose from the following options...
Digital
- The PDF-version
- Delivered to your inbox
- Package offer
- 6 Special Reports for only £99
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