Resource Library

A library of resources and publications.  Here you are able to access recent webinar recordings, guides and brochures for download.

Employee Ownership Trusts - in more detail

If you're looking for a tax-efficient way to sell your business, then maybe an EOT is for you. Our video explains how they work and the benefits of selling in this increasingly popular way.

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EOT Guide

If you are a business owner who is considering their exit strategy, then a sale to an Employee Ownership Trust is an option you should always consider.

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Budget Summary 2021

Following the Chancellors Annual Budget announcement, our guide contains details of all the key changes.

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2020 Tax Saving Guide

Written especially for entrepreneurs and owner-managed businesses, this guide is full of planning ideas and tax risks to avoid.

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Webinar - Successfully selling your business

Recorded in October 2020, our webinar takes you through the stages of successfully selling a business in even the most challenging circumstances.

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Webinar - Tax Tips for Individuals & Business Owners

Recorded in October 2020, this webinar is full of useful tax-saving ideas.

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Accountancy Brochure

Proactively working with our clients throughout the year, we never miss the chance to make your business better and your finances stronger.

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Wealth Management Brochure

For generations, we’ve been that safe pair of hands helping clients to create, manage and preserve their wealth.

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Business Taxes Brochure

Our expert team is strategic and proactive, so you’re not just compliant or surviving, you’re thriving.

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Private Client Brochure

Our market‐leading service gives you a complete and uninterrupted view of your finances -business to personal, one generation to the next, present to future.

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Corporate Finance Brochure

Whether buying, selling, or raising finance for a business, our award-winning team are with you all the way, bringing strategy, insight, and conviction to get the results you want.

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Shorts Corporate Brochure

We’re not your average accountancy firm. With a long-standing heritage of over 130 years, we’ve grown from a local business to a nationally recognised award-winning firm.

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Radius Brochure

Our unique Radius service is designed to ensure that businesses claim their full entitlement to government-backed tax reliefs for innovation.

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Genus Brochure

Genus brings together the best of technology with the knowledge of our experienced team. We deliver meaningful information, insightful advice, and integrated planning.

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Eligibility Checklist

Uncertain whether your expenditure qualifies for an R&D Tax Relief claim? Download this eligibility checklist, and determine in 11 simple questions, whether you could make a claim.

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Making successful R&D tax relief claims

Pay less tax by making a successful R&D tax credit claim. Our guide includes the basic principles involved before making a claim.

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Claiming Software Development Costs

Software development is a major source of Research and Development tax relief claims. This guide aims to clarify the areas of common confusion over what projects and activities qualify.

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The RDEC scheme

In this guide, we look at which companies claim R&D relief under the RDEC, how the relief operates, and the differences between eligible costs under RDEC and the SME scheme.

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Qualifying Costs for R&D tax relief claims

There is often confusion over what can be included in a claim as not all costs associated with an R&D project are eligible. This guide takes you through what can and cannot be included.

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Best Practices

In order to maximise your R&D tax credit claim and to ensure it is robust, following best practices now will reap rewards going forward.

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