Documents for Business

In excess of 1,000 customisable documents covering every conceivable business issue.
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Letter to employees regarding trivial benefits

Letter to employees regarding trivial benefitsThe tax and NI exemption for trivial benefits is a great way to reward your employees with small gestures. You need to maintain certain records as a matter of best practice.Tax-free rewardsSince 6¬†April¬... Read more
 
 

Flow chart - capital gains tax private residence relief

Flow chart - capital gains tax private residence reliefPrivate residence relief prevents or reduces capital gains tax being payable from the sale or transfer of a property that's been your home for all or part of the time you owned it. The once simple... Read more
 
 

Flow chart - workplace pensions auto-enrolment

Flow chart - workplace pensions auto-enrolment All businesses, organisations or persons who employ the services of individuals must consider whether they are required to include them in a workplace pension. This involves assessing the auto-enrolment ... Read more
 
 

Flow chart - inheritance tax - gifts during lifetime

Flow chart- inheritance tax - gifts during lifetimeIf you give money, investments or other assets away it can trigger an immediate inheritance tax (IHT) charge. However, there are many exemptions and exceptions. If none of them apply it still does no... Read more
 
 

Flow chart - claiming overpayment relief

Flow chart - claiming overpayment reliefIf you discover a mistake in or an omission from your tax return or assessment, which has resulted in your tax bill being too high, and the deadline for amending it has passed, you may be able to claim overpaym... Read more
 
 

Flow chart - claiming the trading allowance

Flow chart - claiming the trading allowanceThe trading allowance is a fixed tax deduction which can be claimed against miscellaneous income or income from self-employment in place of the actual costs incurred in generating it. In effect it means that... Read more
 
 

Flow chart - employee expenses payments

Flow chart - employee expenses paymentsAs an employee or director if you incur expenses relating to your job you might be entitled to claim a tax deduction for them. However, there are rules and procedures which HMRC applies rigorously.Flow chartThe ... Read more
 
 

Flow chart - high income child benefit charge

Flow chart - high income child benefit chargeIf you or someone you live with is receiving child benefit and your or their income exceeds the limit set by the government, one of you will be required to pay extra tax. The tax charge can apply in other ... Read more
 
 

Flow chart - income tax trading loss relief

Flow chart - income tax trading loss reliefWhere a business makes a loss from its trading activities, the business owners may be entitled to claim tax relief. This is given by allowing the individual to reduce the amount of income on which they are o... Read more
 
 

Flow chart - pension contributions annual allowance

Flow chart - pension contributions annual allowanceIf you are under 75 you're entitled to tax relief on pension contributions of up to £40,000 in a tax year. Flow chart Our Flow Chart - Pension Contributions Annual Allowance will help you work out ho... Read more
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