Resources

Tools and information
to help you plan ahead

From online calculators and factsheets to tax rates, key deadlines and downloadable forms — everything you need to stay informed and make confident financial decisions.

Online calculators

Twelve calculators,
available to our clients

Quick estimates on everything from your tax position to startup costs. Select a calculator below or contact us and a member of our team will assist you directly.

01
Calculate the annual percentage rate (APR) on your loan.
02
Calculate CIS tax deductions for subcontractors and contractors.
03
Work out the taxable benefit on your company car.
04
Find out how much you spend on fuel per year.
05
Work out your gross profit and gross profit margin.
06
Work out your interest and fixed monthly repayments.
07
A quick and easy way to calculate your mortgage payments.
08
Check your net pay after income tax and National Insurance deductions.
09
Calculate the rate at which your savings will grow.
10
Calculate the tax charged for the purchase of property.
11
Work out how much funding you will need to support your new business startup.
12
Calculate the VAT paid or payable.

APR calculator

Use this calculator to work out the annual percentage rate on a loan. Enter the loan amount, term and any fees to see the true cost of borrowing. For tailored advice, speak to our team.

CIS tax deduction calculator

Calculate CIS tax deductions for subcontractors and contractors working under the Construction Industry Scheme. Contact us if you need help with CIS registration or compliance.

Company car and fuel benefit-in-kind calculator

Work out the taxable benefit-in-kind on your company car and any fuel provided by your employer. Results depend on the car's CO₂ emissions and list price. Get in touch for advice on tax-efficient vehicle choices.

Fuel costs calculator

Find out how much you spend on fuel per year based on your mileage, fuel type and current pump prices. Useful for budgeting and mileage claim planning.

Gross profit calculator

Enter your revenue and cost of sales to calculate your gross profit and gross profit margin. A quick health-check for your trading performance.

Loan calculator

Work out your monthly repayments and total interest payable on a loan. Enter the principal, interest rate and term to see a full repayment schedule.

Mortgage calculator

A quick and easy way to estimate your monthly mortgage payments based on the loan amount, interest rate and repayment term.

Payslip calculator

Check your net take-home pay after income tax and National Insurance deductions. Enter your gross salary and tax code to see a breakdown of deductions.

Savings calculator

Calculate how your savings will grow over time with compound interest. Enter your initial deposit, regular contributions and interest rate to project your balance.

Property tax calculator

Calculate the stamp duty land tax (SDLT) or equivalent charge on a property purchase. Contact us for advice on property tax planning, including higher rates for additional dwellings.

Startup calculator

Work out how much funding you will need to support your new business in its early months. Enter your projected costs and revenue to identify any funding gap.

VAT calculator

Calculate the VAT paid or payable on a transaction. Enter the net or gross amount and select the applicable VAT rate to see the VAT element and the other figure.

Factsheets

A library of concise guides,
grouped by topic

Our factsheet library covers the tax and business topics that matter most to our clients. Browse by category below.

01
Capital taxes
Capital gains tax, inheritance tax and related planning considerations.
02
Corporate and business tax
Corporation tax, R&D reliefs, and tax-efficient business structures.
03
Employment and related matters
Employer obligations, benefits, expenses and payroll essentials.
04
Employment issues (tax)
IR35, off-payroll working, termination payments and employment status.
05
General business
Practical guides on running and growing a business in the UK.
06
ICT
Technology and digital tools for modern business management.
07
Pensions
Auto-enrolment, pension contributions, annual allowances and lifetime limits.
08
Personal tax
Self assessment, income tax, savings and investment income.
09
Specialist areas
Including charities, money laundering regulations and other specialist topics.
10
Starting up in business
Choosing a structure, registering with HMRC, and first-year essentials.
11
VAT
Registration thresholds, schemes, returns and common pitfalls.
12
Year-end personal tax planner
A structured guide to making the most of allowances before 5 April each year.

Tax rates, calendar & forms

Key figures and deadlines,
all in one place

01
Tax rates and allowances
Current rates and thresholds for income tax, capital gains tax, corporation tax, inheritance tax, National Insurance, ISA limits, stamp duty, minimum wage, pensions and vehicles — updated each tax year.
02
Tax calendar
A month-by-month view of key filing and payment deadlines for individuals and businesses. Register to receive email reminders so nothing slips through.
03
Downloadable forms
A curated collection of the most commonly needed HMRC and Companies House forms, available to download directly.
04
Market data
Live and historical statistics including annual inflation, earnings growth, exchange rates, the FTSE 100 index, Bank of England base rate and the Retail Price Index.

Client portals

Secure document access
for existing clients

We offer two secure online portals so you can view, share and sign documents at any time.

01
Virtual Cabinet Portal
Access and approve documents securely online. A step-by-step guide is available to help you get started.
02
IRIS OpenSpace
A second secure portal for sharing and reviewing documents with our team.

Have a question about
any of these resources?

Our team is happy to walk you through any of the tools or information available here. Get in touch and we'll point you in the right direction.