Topical Factsheets
Client factsheets on essential tax, business and personal planning issues. Available in print and electronic formats, which are perfect for emailing to clients or posting on your website.
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Tax-saving strategies to implement before the 5 April year end
With the year end fast approaching, now is the ideal time to advise your clients on the planning opportunities that may be available.
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Making Tax Digital: reviewing the new requirements
A two-page factsheet providing the latest information on MTD, including an overview of the recently-published MTDfV Notice.
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Changes to Entrepreneurs' Relief
A two-page factsheet outlining the significant changes to Entrepreneurs' Relief.
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Safeguarding your business against cybercrime
A two-page factsheet providing information on how businesses can safeguard themselves against cybercrime and cyber threats.
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Business motoring: considering the tax changes
A two-page factsheet outlining the changes affecting employer-provided cars that took effect from April 2018.
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Pensions automatic enrolment: key information for employers
Employers are now required to automatically enrol eligible members of staff into a workplace pension scheme.
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Understanding the Criminal Finances Act 2017
A two-page factsheet outlining the basics of the new Criminal Finances Act 2017, as well as preventative measures your clients can take to safeguard against prosecution under the Act.
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The New Data Protection Regulations: is your business prepared?
A two-page factsheet providing an overview of the new General Data Protection Regulation (GDPR) and advice to help your business clients comply with their new legal responsibilities.
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Your Guide to Tax-Efficient Savings & Investments
A four-page guide outlining the current rules on tax and savings, as well as the key options that your clients may want to consider as part of their savings and investment strategy.
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Passing on the Family Home: the new rules on inheritance tax
This two-page factsheet provides a comprehensive overview of the rules and regulations surrounding the new ‘residence nil-rate band’, and also includes useful tips to help minimise your clients’ IHT bill.
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Dealing with Probate
With many accountancy firms becoming licensed to offer probate services, now might be an ideal time to promote your expertise in what can be a complex area for your clients.
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Tax and Property: an overview of key changes
The government has announced a series of changes to the tax and property regime in recent months.
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Pension planning: are you up-to-date?
April 2015 saw the most radical changes to the pension rules for almost a generation, with individuals granted greater flexibility over how and when they take their pension savings.
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