Free Accounting and Advisory Resources - Wilson Partners

Accounting | Tax | Corporate Finance | R&D Tax Reliefs

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Free Accounting and Advisory Resources

Please feel free to download any of the following free accounting resources. If you like the content and find these downloads useful, please refer back to Wilson Partners for more professional accountancy and corporate finance advice.

KPIs explained

Our KPIs cheat sheet explains some of the technical jargon that may be thrown around and how certain KPIs are calculated.

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Balance sheet explained

Refer to our handy cheat sheet when reading your balance sheet as it's important to keep an eye out for any figures that may require further investigation.

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Tax Investigation Insurance

HMRC have increased the number of tax enquiries, with most enquiries now generated by computer “risk profiling” while other are selected at random.

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R&D update April 2023

Existing R&D Claimants - Additional form required from August 2023.

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Changes to the Seed Enterprise Investment Scheme (SEIS)

We break down the changes and highlight how new businesses might be able to gain a tax advantage from them.

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Riding the rollercoaster

Wilson Partners’ 25 point plan to steer your business through difficult conditions.

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Cloud accounting software

Cloud accounting allows users to manage their books online via a virtual dashboard.

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R&D Tax Incentive – The Patent Box

The patent box enables companies to apply a lower rate of corporation tax of 10% to profits arising from patented inventions or processes.

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Limited companies accounting and tax compliance

What every active limited company has to do in relation to accounts and tax compliance.

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Ownership of business premises

We look at how the ownership of business premises should be structured.

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Share schemes

In this briefing we focus on some of the questions you should ask yourself as you start to consider a share scheme and provide some comments from our experience of implementing schemes rather than give technical detail on the different types of schemes which are available.

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Tax planning for a private company

10 tax planning tips for a UK private company.

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Tax planning for selling a private company

10 things you must know about tax before selling shares in a private company.

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Family investment companies (FIC)

The Generation Gain: A Family Investment Company (FIC) can provide a tax efficient investment solution for family succession planning.A FIC is a simple to manage, cost effective vehicle which allows the founder(s) to retain control over the assets whilst distributing wealth within the family in a tax efficient manner.

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The responsibilities of a director

Directors hold a position of trust on behalf of the company’s shareholders. Their main duty is to manage the company for the benefit of those shareholders and not for any individual shareholder or group of shareholders.

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VAT inspections

VAT Inspections are normally a routine matter. Typically a business will be visited within the first two or three years following registration and then at random intervals according to the business type, size and perceived complexity. Visits may also be triggered by a poor compliance history (late or missing returns and errors in returns) as well as unusual variations in the VAT payable or repayable.

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Tax eNews:

In this April issue we highlight some of the key tax changes that take effect from the start of the new tax year. Unfortunately, most of the income tax and national insurance thresholds continue to be frozen, resulting in an increasing number of...

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Latest blog:

Meet Lesley, our Office Manager at the Cambridge office.

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Download our free eBook – The 7 pillars of business success

Read our free guide what you need to focus on to help you make better decisions and achieve your goals quicker.

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Latest News:

The ECCTA received Royal Assent in October 2023 and gives more powers to Companies House to play a more significant role in tackling economic crime and supporting economic growth.  Introduction of new laws under the ECCTA will be phased in over the…

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Latest blog:

It all starts with ‘cash-flow’. Review (regularly) what’s coming in, what’s going out in order to optimise your cash position, particularly in a growing businesses where spend can quickly spiral out of control, unless monitored closely. You need to…

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Join the team

If you have the energy, mindset and drive to work in an accountancy firm that wants to do things just a little bit differently, then we’d love to hear from you.

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It’s all about the people! We work hard to maintain our unique culture and recruit those who share our passion for client service, the value we can add to those around us and our never-ending quest to develop ourselves and our clients.

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