Documents for Business

In excess of 1,000 customisable documents covering every conceivable business issue.
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IHT fall in value relief for shares checklist

IHT fall in value relief for shares checklistWhere a sale or transfer of shares or other qualifying investments is made within one year of death at a value less than they had for probate, inheritance tax (IHT) can be recalculated using the lower valu... Read more
 
 

Rent or entrepreneurs' relief checklist

Rent or entrepreneurs' relief checklistIf you personally own property that your company uses for its business, there can be tax advantages to having the company pay you rent. However, doing so can mean a higher capital gains tax bill when you sell it.... Read more
 
 

Tax deduction from earnings claim

Tax deduction from earnings claimThe general tax and NI exemption for job expenses might not apply if the expense is met directly by the employer. If you wrongly miss expenses off Forms P11D it can land you in trouble with HMRC. What should you be re... Read more
 
 

Employee homeworking expenses policy

Employee homeworking expenses policyThe increasing tendency for individuals to work from home raises the question of which home-related costs can be reimbursed tax free by an employer. So you'll need a company policy making it clear to your employees ... Read more
 
 

Self-assessment checklist

Self-assessment checklistThe tax return filing deadline is 31 January following the end of each tax year. Use our checklist to reduce the chances of making any errors.Tax returnsSelf-assessment is the current method of reporting your income and capit... Read more
 
 

Settlement agreement

Settlement agreementWhen you want to prevent an employee from issuing proceedings in relation to the infringement of their statutory employment rights on termination of their employment, consider going down the settlement agreement route. This is an ... Read more
 
 

Election to opt out of rental cash basis

Election to opt out of rental cash basisSince 6 April 2017 rental property accounts must be prepared on the cash basis if the total of rents and other income you receive from your properties exceeds £150,000 in a tax year. In some circumstances it m... Read more
 
 

Employee contract pay in lieu of notice clause

Employee contract pay in lieu of notice clauseIn the absence of an express payment in lieu of notice clause, you don't have the contractual right to terminate employment summarily upon making such a payment. This doesn't mean you can't do it, but you do... Read more
 
 

Property rental business loss relief claim

Property rental business loss relief claimIndividuals, including members of business partnerships, can claim a deduction in the tax liability on general income where their property rental business has made a loss and all or part of that loss results ... Read more
 
 

Year-end tax planning checklist

tax planning checklist 2017/18Each tax year there are a number of tax allowances, exemptions and rate bands which if not utilised are essentially wasted as you cannot carry them forward. We've put together a handy checklist to help you avoid overlookin... Read more
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