Documents for Business

In excess of 1,000 customisable documents covering every conceivable business issue.
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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
 
 

Holdover relief claim

Holdover relief claimWhen you give away an asset for no consideration, or knowingly sell it for less than it's worth, you will be charged capital gains tax based on the market value. However, you might be able to make a claim to hold this gain over de... Read more
 
 

Exchange of joint interest relief claim

Exchange of joint interest relief claimIf you swap a joint interest in land or buildings to rationalise your ownership for no proceeds, you may be able to defer a capital gains tax charge.ReliefWithout any form of relief on any reallocation of intere... Read more
 
 

SEIS reinvestment relief claim

SEIS reinvestment relief claimIf you make a qualifying gain by investing in certain companies, you could enjoy a capital gains tax exemption.GainsCapital gains tax is payable when chargeable assets are sold, or otherwise disposed of, for proceeds or ... Read more
 
 

Letter requesting pension charge payment

Letter requesting pension charge paymentIf you exceed the pensions annual allowance in any tax year, you will be subject to the annual allowance charge. But how can you get your pension provider to pay this?Annual allowanceThe amount of tax-relieved ... Read more
 
 

Employee pool car agreement

Employee pool car agreementBanning private use is essential for a car to be considered a pool car by HMRC. A verbal ban may work but it's more sensible to require the employee to sign an agreement that specifically states that the car is not to be use... 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
 
 

Claim for s.243 small part disposal relief

Claim for s.243 small part disposal reliefIf you are forced to sell your land to a local authority under a compulsory purchase order, you could benefit from an expanded form of small part disposal relief.Part disposals - generallyWhen you make a part... Read more
 
 

Agreement to sever a joint tenancy

Agreement to sever joint tenancy Owning a property as joint beneficial owners means each joint owner is taxed on an equal share of income or gains derived from the property. However, if one of them dies, their share automatically passes to the others... Read more
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