Factsheets · 2026/27

Tax factsheets that stay current

Clear, downloadable UK tax guides for directors and business owners — with figures pulled live from our rates engine and interactive calculators built in. Free, no email required.

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Limited companiesInteractive

Extracting Company Profits

How to take money out of your limited company tax-efficiently — the five routes, how they stack, and the salary-and-dividend mix that leaves the most in your pocket.

Limited companies

Corporation Tax Explained

How Corporation Tax works for UK limited companies — the rates, the marginal-relief band, the deadlines that catch directors out, and the legitimate ways to bring the bill down.

Growing businesses

VAT: Registration & Schemes

When you must register for VAT, when it pays to register voluntarily, and which VAT scheme keeps your admin light and your cash flow healthy.

Individuals & families

Inheritance Tax Explained

How Inheritance Tax works — the nil-rate bands, the 40% rate, the gifts and reliefs that reduce it, and the planning that protects more of your estate for your family.

Landlords

Landlord Tax: Section 24 & MTD

What every UK landlord needs to know now — how Section 24 changed mortgage interest relief, the expenses you can claim, and how Making Tax Digital changes your reporting from April 2026.

Sole traders & foundersInteractive

Sole Trader vs Limited Company

The real differences between trading as a sole trader and as a limited company — tax, liability, admin and credibility — with a live calculator that compares your take-home both ways.

Everyone

UK Tax Rates Card 2026/27

The essential UK tax rates, thresholds and allowances for the 2026/27 tax year, gathered on a single page.

Individuals

Income Tax Explained

A plain-English guide to how UK income tax works, what you'll pay on different types of income, and how it's collected.

Individuals & investors

Capital Gains Tax Explained

A clear guide to how Capital Gains Tax works in the UK: when it applies, the rates and exemptions, and practical ways to keep your bill down.

Sole traders & individuals

Self Assessment Explained

A straightforward guide to Self Assessment tax: who needs to file a tax return, how to register, the deadlines that matter, and how to avoid costly penalties.

Employees & self-employed

National Insurance Explained

A clear guide to what National Insurance is, the contribution classes, the rates you pay, and how to protect your State Pension.

Businesses

Allowable Business Expenses Explained

Claiming the right expenses lowers your taxable profit and the tax you pay. This factsheet explains the rules, what you can and cannot claim, and how to keep records HMRC will accept.

Sole traders & landlords

Making Tax Digital for Income Tax

MTD for Income Tax changes how sole traders and landlords keep records and report to HMRC. This factsheet explains who is caught, when, and how to get ready without the last-minute scramble.

Company directorsInteractive

Salary vs Dividends for Directors

Most director-shareholders take a low salary topped up with dividends. This factsheet explains why, how each is taxed in 2026/27, and why the right mix always depends on your own numbers.

Limited companies

Company Cars and Electric Vehicles

A company car is a tax decision as much as a motoring one. This factsheet explains how company cars are taxed, why electric vehicles are so efficient, and when claiming mileage on your own car wins instead.

ContractorsInteractive

IR35 and Off-Payroll Working: A Contractor's Guide

IR35 decides whether HMRC treats your engagement as genuine self-employment or as disguised employment. Getting it right protects your take-home pay and keeps you compliant.

Locum doctors

Tax for Locum Doctors: Self Assessment, Expenses and Pensions

Locum work gives you flexibility but also makes you responsible for your own tax, expenses and pension. This guide covers the essentials for getting it right.

Dentists

Tax for Dentists: Status, Expenses and Pensions

Whether you are an associate or a practice owner, dental income brings its own tax questions across NHS and private work. This guide covers what matters most.

Amazon sellers

Tax for Amazon Sellers

Selling on Amazon means your stock often lives in Amazon's warehouses and your money arrives as net settlements after fees. That gap between what Amazon pays you and your true turnover is where most Amazon sellers get their tax wrong.

eBay sellers

Tax for eBay Sellers

The first tax question on eBay is whether you're actually trading at all. Clearing out your loft is different from buying stock to resell — and HMRC now sees your eBay income directly through platform reporting.

TikTok Shop sellers

Tax for TikTok Shop Sellers

TikTok Shop blends two income streams: products you sell and commission you earn promoting others. They're taxed differently, and viral growth can push you past the VAT threshold faster than almost any other platform.

Shopify sellers

Tax for Shopify Sellers

Shopify is your own shop, not a marketplace. That means there is no "deemed supplier" shield — once you are VAT-registered, you account for all the VAT yourself on every sale.

Vinted sellers

Tax for Vinted Sellers

Most Vinted sellers are clearing out their own wardrobes, and that's usually not taxable at all. The questions that matter are whether you've crossed into trading and what those HMRC nudge letters actually mean.

Practice ownersInteractive

Selling Your Accountancy Practice

What your practice is really worth, how the money is actually paid, the tax that applies, and how to prepare in the 12 to 24 months before you exit. A working guide, whether you sell to us or not.

Businesses and the self-employed

UK Tax Deadlines Calendar 2026/27

Every key filing and payment date for the 2026/27 tax year on one page, plus the moving dates that depend on your own company year-end and VAT quarter. Diarise these once and you avoid the penalties that start automatically.

Limited companies

R&D Tax Credits: Claim Guide & Checklist 2026

A plain-English walkthrough of the merged R&D scheme: who qualifies, which costs count, the rates, and exactly how to file a clean claim under the new rules. For accounting periods beginning on or after 1 April 2024, the old SME and RDEC schemes are gone.

Sole traders

Self-Employed Allowable Expenses Master List

Every category of cost a sole trader can and cannot claim against tax, with the flat-rate shortcuts, the £1,000 trading allowance and a worked example. The complete reference for cutting your taxable profit, with the records HMRC will accept.

Growing businesses

When to Register for VAT: Decision Guide

When you must register for VAT, when it pays to register early, and which scheme keeps your admin light and your cash flow healthy. A clear decision guide built around the £90,000 threshold, every figure checked against GOV.UK.

Sole traders & small companies

Business Expenses Tracker 2026/27

A keep-and-print tracker for every category of business cost, with the flat rates, the £1,000 trading allowance and a 12-month fill-in grid. Track all year, not in a panic at year-end, and claim everything you are owed.

Limited companies

Dormant or Never Traded? What You Still Have to File

A reassuring guide for directors who think "I have not done anything, so I have nothing to file". Not trading does not mean nothing to file, but it is simpler and cheaper than you fear. The one filing you still owe Companies House, the tax return telling HMRC you are dormant switches off, and how to stay compliant for next to nothing.

Limited companies

Behind on Your Accounts and Corporation Tax? The Recovery Guide

A calm recovery guide for directors who have fallen behind on their annual accounts to Companies House or their Company Tax Return to HMRC. The reassuring truth first, then exactly what late filing costs, then a clear three-step plan to put it right.

Limited companiesInteractive

The Director’s Tax-Saving Guide: Benefits and Expenses You Can Claim Through Your Company

The benefits and expenses you can legitimately claim through your limited company, and how a solo director on £80,000 of profit can keep around £14,000 more a year. Salary and dividend mix, employer pension, the 4% electric company car, tax-free benefits and the £1m equipment allowance, all checked against current GOV.UK guidance for 2026/27.

Limited companies

Your Filing Fines Are Adding Up

Every month you wait, your late-filing penalties climb to the next band. The good news is that they stop the day you file. Here is exactly what late accounts and a late Company Tax Return cost a limited company, and the fastest way to stop the clock now.

Limited companies

Switch Your Accountant in 3 Simple Steps (We Do the Paperwork)

Already have an accountant and think moving is a hassle? It is not. You can switch at any time of year, your filings never break, and it costs you nothing to move. This guide shows the three simple steps, who does what (almost everything is on us), and busts the myths that keep directors stuck.

Limited companies

Just Started a Limited Company? Your First-Year Essentials

A calm, plain-English walk through everything a brand-new director needs to sort in the first weeks and months, from registering for Corporation Tax to paying yourself the smart way, with every figure checked against current GOV.UK guidance.

Limited companies

The Overdrawn Director Loan and s455

The overdrawn director loan and the s455 charge, explained in plain English. You may already owe this and not know it. It is common, and it is fixable, and the earlier it is found the more options you have.

Limited companies

Closing Your Company the Tax-Efficient Way

Strike-off or a Members Voluntary Liquidation, the £25,000 trap, and how Business Asset Disposal Relief can turn a dividend bill into a fraction of the tax. The companion to our dormant-company guide.

Limited companies

HMRC Time to Pay, Explained

If your company cannot pay its Corporation Tax bill, you are not stuck and you are not in trouble for asking. HMRC will usually agree a Time to Pay plan that spreads the bill into instalments. This guide shows how it works, what it costs, and how we set it up for you.

Limited companies

Company Cars, Vans and the Tax Trap

Should you buy a car through the company? Usually no, unless it is electric. How the benefit in kind works, what petrol, diesel, electric and vans really cost, and when keeping your own car and claiming mileage wins.

Limited companies

Your Company Year-End Checklist

Get organised before your accounts are due. The timeline, the records to gather, the tax-planning moves to make before your year end, and the short handover list that makes filing painless.