Resources &
Guides

Free downloadable guides and helpful resources to keep your business finances on track. Written in plain English, no jargon.

Essential guides

Comprehensive guides to help you understand key financial topics affecting your business.

NEW Tax

Making Tax Digital: The Complete Guide

Everything you need to know about MTD for Income Tax, including deadlines, requirements, and how to prepare your business.

PDF • 12 pages Download
POPULAR Pensions

Auto-Enrolment Checklist

A step-by-step checklist to ensure your business is fully compliant with workplace pension auto-enrolment duties.

PDF • 6 pages Download
Bookkeeping

Bookkeeping Basics for Small Businesses

An introduction to bookkeeping fundamentals, including what records to keep and common mistakes to avoid.

PDF • 8 pages Download
Payroll

2026/27 Payroll Calendar

Key payroll dates for the upcoming tax year including RTI deadlines, bank holidays, and payment schedules.

PDF • 2 pages Download
Tax

Year-End Tax Planning Tips

Smart strategies to minimise your tax bill before the end of the financial year. Legitimate ways to keep more of your money.

PDF • 10 pages Download
Software

Choosing Accounting Software

Sage, Xero, or QuickBooks? Our unbiased comparison to help you choose the right software for your business needs.

PDF • 8 pages Download

Quick reference

Handy one-page references you can keep on your desk or pin to your wall.

Tax Deadlines 2026

Key dates at a glance

Download PDF

Expense Categories

What you can claim

Download PDF

Mileage Rates

Current HMRC rates

Download PDF

Pension Thresholds

Auto-enrolment limits

Download PDF

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