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6 Special Reports in PDF for maximum tax efficiency

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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 types 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 will fully arm you to successfully take on the Taxman. Chock-full of handy tips and advice, use it to back up your position and outsmart HMRC

In detail

Nobody likes to deal with HMRC, but its decisions can have far-reaching and costly implications for your business so you need to 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 help you make a challenge in an effective and legally safe way.

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 HMRC

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.

In a nutshell

This Special Report helps you maximise the value of your pension fund. It covers the latest pension rules and how they affect your pension scheme. 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 properly rewarded through effective tax planning.

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, crammed with useful advice, will help you keep more money in your retirement 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

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 maximise tax deductions. 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 new structures and buildings allowance
  • Allocating expenditure between special rate and main rate pools
  • Applying the temporary increase to the annual investment allowance
  • Capital allowances for employees
  • 100% allowances for cars
  • The end to enhanced capital allowances
  • Intellectual property for sole traders and partnerships
  • The use of short-life assets
  • Integral features
  • Capital allowances for property rental businesses

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 changes to the rules

Tax advisors that want to:

  • Help their clients save the most tax with capital allowances
  • Ensure they’re fully informed of the latest rule changes

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

Introduction

Entitlement to capital allowances

Pooling and writing down allowances

Short-life assets

Annual investment allowance

First-year allowances

Cars

Capital allowances for buildings and other structures

Business premises renovation allowance

The structures and buildings allowance

Equipment attached to or used in buildings

Property rental businesses

Intellectual property

Enterprise zones: tax allowances

Anti-avoidance rules

Appendices

Documents

Election to transfer assets at written down value

Capital allowances short-life asset election

Capital allowances election for fixtures in buildings

Capital allowances for fixtures in buildings record

Election to average occupation of FHLs

Election for a period of grace to apply to FHLs

Loss relief for capital allowances claimed on a property rental business

Election for rent-a-room relief not to apply

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 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 takes the stress out of your dealings with HMRC. It gives tips to avoid a tax investigation and helps you stay fully in control if you are selected for one. It’s just what you need to fight off HMRC in a cost-effective and efficient way.

In detail

If your business is subject to a tax investigation, it’s likely to be a difficult and stressful time. This Special Report helps you face an investigation with confidence. It guides 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 tips, this Special Report helps you reduce the stress and financial implications of a tax investigation. It also 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
£180.00
Package price now: £99.00
In this package offer...
Research and Development Tax Credits
£30.00
Special subscribers' price £20.00
Effective Ways to Challenge the Taxman
£30.00
Special subscribers' price £20.00
Maximising Your Pension Fund
£30.00
Special subscribers' price £20.00
Capital Allowances - Maximising Relief Claims
£30.00
Special subscribers' price £20.00
Directors' Loan Accounts - Making the Tax Rules Work for You
£30.00
Special subscribers' price £20.00
Tax Investigations
£30.00
Special subscribers' price £20.00
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