Resource Library

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

2024/25 Tax Saving Guide

Written especially for entrepreneurs and owner-managed businesses, this guide is full of planning ideas and tax risks to avoid. (Last updated April 2024)

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Shareholder Protection

If your business partner was too ill to work or died suddenly, you will want to make sure that their shares ended up in the right hands.

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Relevant Life Cover Plans

If you’re thinking of life cover for yourself or your employees, talk to your adviser about relevant life policies and see how much the taxman could save you.

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Key Person Cover

Many small businesses rely on a few individuals who do a number of roles. The loss of any one of them could be a real threat to the financial stability of their business.

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Life Cover

Life insurance helps to protect those that we love by ensuring that they can maintain their lifestyle, should you no longer be around.

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Tax Investigation Service Brochure

Every year, HMRC carries out enquiries into the tax affairs of an increasing number of individuals and businesses in the UK.

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Tax Investigation Service Summary

Joining our Tax Investigation Service provides peace of mind, knowing we are here to help you when or if HMRC come calling

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Tax Investigation Service Subscriber Summary

Learn how Tax Investigation Service subscribers benefit from Professional Fee Protection. Don't get singled out by HMRC.

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Tax Investigation FAQs

What is a Tax Investigation Service? Who are Professional Fee Protection (PFP)? Our detailed FAQs will tell you everything you need to know about our service.

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Patent Box Guide

Patent Box Tax Relief allows businesses to pay a lower Corporation Tax rate of 10% on profits arising from patented products or services. Read our full guide now.

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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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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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Tax Data 2021-22

Tax Rates and Allowances for 2021-22 including Income Tax allowances & rates, ISAs, tax reliefs, child benefit, pensions & key dates / NI contributions rates / Capital Allowances, CT and VAT / Car & Van benefits / Capital Gains, IHT & Stamp Taxes.

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Our relationship with Praxity Global Alliance

David Robinson, Tax Partner at Shorts, speaks to Rob Brown and Sam Louis of Praxity about how the alliance helps Shorts deliver for clients.

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Business Success Bootcamp - Recap

A full recap of out Business Success Bootcamp event, organised by Shorts, Shakespeare Martineau and Sheffield Chamber of Commerce. Covering Management Information, IP, R&D Tax Reliefs and Exit Strategies.

Recap Event

When is a Holding Company a good idea?

A holding company is a separate parent company created to own a controlling interest in subsidiary companies.

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Pros and Cons of an Employee Ownership Trust

Andy Ryder, Corporate Finance Partner at Shorts, explains both the benefits and potential drawbacks of selling your business to an Employee Ownership Trust

EOT Pros and Cons

Seminar Recap: Which exit route is right for me?

Shorts teamed up with Freeths and NatWest for an exclusive seminar, which outlined the pros and cons of each method of sale.

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What Happens After an EOT? Client Case Study

Shorts caught up with Andrew Mills, Director at T Allen Engineering to reflect on the company’s EOT transition one year later.

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Genus Diversification Toolkit

Our free and interactive Diversification Toolkit for Business has been developed to give businesses a clearly structured plan for the exciting prospect of diversification.

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What is a Holding Company / How does it work?

David Robinson, Tax Partner at Shorts Chartered Accountants, explains what a Holding Company is, how it works, and what its benefits are.

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How Shorts makes Xero work for clients

The Shorts Genus team is proud to be a Xero Platinum Partner and is one of the top 2% of Xero partners in the UK for clients and certified advisors.

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How the EOT process actually happens

Shorts caught up with Andrew Mills, Director at T Allen Engineering to reflect on the process of selling a business to an Employee Ownership Trust.

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Is an EOT the right exit strategy for you?

Shorts caught up with Andrew Mills, Director at T Allen Engineering to reflect on the decision to choose an EOT.

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Selling Your Business to an EOT - Q&A

This Q&A style event addressed the most commonly asked questions about selling a business to an Employee Ownership Trust.

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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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Tax & Economic Update for Businesses & Business Owners

An essential update for business owners on the prospects for the UK economy and the latest key tax-saving ideas.

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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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Budget Summary 2021

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

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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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Remuneration Advice for 2023/24

For owner-managed businesses, remuneration plans are something that should be considered each year. The Shorts team has produced this guide to highlight the key changes affecting remuneration in 2023/24.

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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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Radius Case Study Guide

Practical and industry specific guide to R&D Tax Relief claims. The aim of this guide is to give real life examples of successful claims to demonstrate the type of activity which qualifies.

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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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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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Audit Discussions with Rob Brown

Shorts Partners, Andy Irvine and Howard Freeman, discuss the latest challenges facing auditors and their clients, and why the Shorts Audit Promise is so important.

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VAT and Making Tax Digital discussion

Brian Gooch and Lynne Gill of the Shorts Tax team discuss VAT and Making Tax Digital with Rob Brown of the Accounting Influencers Podcast.

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Private Client - Wills, Trusts & LPA

Rachael Dronfield and Kelly McCubbin of the Shorts Private Client team talk to Rob Brown about Trusts, Wills, Inheritance Tax, LPA and how the Private Client team helps clients.

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R&D Tax Relief Opportunities and Challenges

Darryl Hoy and Shannon Wilson of Radius discuss the latest R&D Tax Relief opportunities and challenges with Rob Brown, of the Accounting Influencer's podcast.

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Preparing for a Management Buyout

We caught up with David Cross to talk about his story, his businesses, and how Shorts has helped him sell Coda, his architectural business, via a Management Buyout.

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How Shorts helped Sky House succeed

Learn how Shorts has helped David Cross develop and grow his award-winning urban property development company, Sky-House Co.

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Clear Castle - The importance of a Holding Company

Business owners generally use a Holding Company to reduce risk and protect assets, while there are other tax benefits too.

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What it feels like to sell a business

Discover first hand from successful entrepreneurs who have gone through this transformative journey and gain valuable insights into the process.

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