The knowledge bank contains a wide range of tax and related subjects covering many of the areas that business owners, managers and private investors should find helpful in understanding the impact of the tax system on them.

The aim of these papers is to provide a rapid access resource for our clients. Of course, you depend on us to provide you with good tax and financial advice that is both practical and dependable. But it can also be very helpful to you to develop a working knowledge of some of the key topics that affect you.

You also want to think about your business and personal financial plans and you may find that in some cases, your knowledge of financial subjects will help you make the most of our advice and formulate plans that reflect your aims more effectively.

Facts and Figures

Our Facts and Figures area provides you with rapid access to a wide range of useful financial data. As you can see from the menu list, you can look up the taxes you may have to pay, check the social security benefits to which you could be entitled and access a mine of other information. Let us know if any of this information raises questions for you about your personal or business situation.

Financial planning

Financial planning is increasingly important in allowing you to take control of your finances and make your money work for you. Without it, you may be missing out on numerous opportunities to improve your situation. Our PDF guides cover topics including pensions, income tax, self-employment, and inheritance tax. Move a step closer to achieving your financial goals.


Tax is a complex area, and could be one of your biggest single costs. Effective tax planning can help to reduce your liability. Our PDF guides provide essential information on the taxation of earnings and investments, and cover a wide range of important issues, including income tax, residence and domicile, national insurance contributions and capital gains tax.


Investment can be an uncertain business – how much are you willing to risk when it comes to investment, and how will your returns be taxed? Investment planning can help you to establish your goals and maximise your returns. Our PDF guides explain the most common investment choices, giving you a complete overview of the structure and tax treatment of each type.

Retirement planning

Preparing for retirement can seem a daunting task, and for most of us building up a pension fund has never been more important. Recent changes to the taxation of pensions aimed to simplify the system, but how do they affect you? Our PDF guides cover the new rules and explain the range of financial options you may face at retirement. Assess your pension arrangements and plan for the future.

Business planning

As a business owner, there are a number of serious issues to consider: how to motivate staff, how to extract profits and minimize taxes, and possible expansion. And what would happen to the company if you retired, fell ill or died? Planning for every eventuality makes good sense, allowing your business to run smoothly, whatever happens. Our PDF guides cover the pitfalls of corporation tax, as well as various share schemes which can help you to incentivise your employees.

Property and mortgages

Whether you are buying a home to occupy or to let, the mortgage finance will be crucial to the success of your purchase. The UK mortgage market is the most sophisticated and innovative in Europe, with a huge range of choices to suit all kinds of needs and circumstances.