Resource Library

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

2022-23 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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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 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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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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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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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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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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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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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 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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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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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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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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