Edition 2026 / 27 · ACCA-Regulated · Est. 2013The Ultimate Tax Savings GuideSix proven levers that recover £50k–£150k+ a year175+UK Ltd companies£6m+R&D grants claimed£87kMedian annual savingView the guide →
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Investor facing scenario planning for CFOs: a five step process to protect cash runway, set decision triggers, and deliver board ready scenarios investors...

Save Your Runway: Scenario Planning for CFOs in 5 Steps

Practical checklist for UK founders to meet the EIS risk to capital test (Section 157A). Structure share terms, cap table and documents before you issue...

Avoid EIS claim failure: UK founders' shares breaching Section 157A

UK startups: practical steps to meet EU digital services VAT obligations. Configure Xero fields, capture two independent location proofs at checkout,...

UK startups: Configure Xero and Checkout to Comply with EU Digital Services VAT

Save Your Runway: Scenario Planning for CFOs in 5 Steps

Save Your Runway: Scenario Planning for CFOs in 5 Steps

Investor facing scenario planning for CFOs: a five step process to protect cash runway, set decision triggers, and deliver board ready scenarios investors...

Avoid EIS claim failure: UK founders' shares breaching Section 157A

Avoid EIS claim failure: UK founders' shares breaching Section 157A

Practical checklist for UK founders to meet the EIS risk to capital test (Section 157A). Structure share terms, cap table and documents before you issue...

UK startups: Configure Xero and Checkout to Comply with EU Digital Services VAT

UK startups: Configure Xero and Checkout to Comply with EU Digital Services VAT

UK startups: practical steps to meet EU digital services VAT obligations. Configure Xero fields, capture two independent location proofs at checkout,...

Checklist First Board Reporting Pack for Growth Finance Teams

Checklist First Board Reporting Pack for Growth Finance Teams

A checklist-first guide for company secretaries and finance leads. Includes a ready one page cover sheet, 6–8 page paper limits, and a 5–7 day circulation...

Missed April 6, 2026? P11D action plan for UK small employers

Missed April 6, 2026? P11D action plan for UK small employers

HMRC aligned action plan for UK small employers to settle P11D benefits. Check April 6, 2026 payrolling registration, calculate cash equivalents, and file...

£20m EIS Cap: How UK Founders Prove Knowledge Intensive Status

£20m EIS Cap: How UK Founders Prove Knowledge Intensive Status

UK founders: learn what HMRC requires to prove EIS knowledge intensive status. Prepare R&D schedules, staff FTEs, IP evidence and advance assurance steps.

Founders: Build a trusted runway forecasting model in 6 Excel steps

Founders: Build a trusted runway forecasting model in 6 Excel steps

Six Excel/Sheets steps founders can follow now to build a trusted runway forecasting model, with scenario rules and guidance on when to hire help.

Keep 3–5% More Founder Equity: Option Pool Size for UK Startups

Keep 3–5% More Founder Equity: Option Pool Size for UK Startups

UK founders: set option pool size with a role by role worksheet; use 10–15% as a benchmark and avoid 3–5% dilution from pre versus post money.

Four Step Reverse Charge Accounting for Services: UK Tech and Fintech

Four Step Reverse Charge Accounting for Services: UK Tech and Fintech

UK guide for VAT registered tech and fintech firms on reverse charge services: four step accounting, ledger examples and a practitioner's checklist to...

Rules and Templates: Cashflow Forecasting Models for UK Finance Teams

Rules and Templates: Cashflow Forecasting Models for UK Finance Teams

Model-first cashflow forecasting for UK finance teams and founders. Learn when to use direct, indirect or hybrid methods, use 13-week and monthly...

90 Days to Fix Budget vs Forecast Confusion for FP&A

90 Days to Fix Budget vs Forecast Confusion for FP&A

FP&A guide: use budgets for governance and rolling forecasts to steer decisions. Includes a checklist for the first 90 days with actions finance teams can...

From January 1, 2026: UK tax and PE changes for non resident companies

From January 1, 2026: UK tax and PE changes for non resident companies

2026 UK tax briefing for non resident companies. PE interpretation changes, SA750 timing, three month HMRC registration deadline, checklist.

UK Finance Directors, RDEC vs SME R&D: Which Pays up to 27p/£1?

UK Finance Directors, RDEC vs SME R&D: Which Pays up to 27p/£1?

Quickly determine if your UK company should claim ERIS or the merged RDEC scheme. Learn the 30% intensity test, cash impact (up to 27p/£1) and compliance...

Appoint a UK Director Within 14 Days After Mandatory ID Checks

Appoint a UK Director Within 14 Days After Mandatory ID Checks

Step by step checklist to appoint a UK director: check eligibility, complete mandatory ID verification (since November 2025), then file AP01 within 14 days.

4 Xero setup moves that stop weeks of rework for startups

4 Xero setup moves that stop weeks of rework for startups

Pick a conversion date, build a lean chart of accounts, connect bank feeds and verify your trial balance. Four setup moves that prevent weeks of rework.

SaaS Unit Economics for Founders: Spreadsheet Formulas and FD Checklist

SaaS Unit Economics for Founders: Spreadsheet Formulas and FD Checklist

Practical SaaS unit economics for founders: spreadsheet ready formulas, three key metrics to check, cohort views, and an outsourced FD checklist to make...

90 Day Action Plan for UK Finance: Merged R&D Scheme Compliance

90 Day Action Plan for UK Finance: Merged R&D Scheme Compliance

UK finance teams: 90 day checklist for the merged R&D scheme. Run the 30% intensity test, confirm who can claim, and assemble AIF pack.

Six Month MPIVS Window: Postponed Import VAT Playbook for UK Importers

Six Month MPIVS Window: Postponed Import VAT Playbook for UK Importers

Practical playbook for UK importers. Elect PVA on CDS, download MPIVS within six months, reconcile entries, and report import VAT correctly on your VAT...

Founders, Avoid Strike Off: UK Registered Office Rules and Risks

Founders, Avoid Strike Off: UK Registered Office Rules and Risks

Practical checklist for founders on UK registered office rules after 2023 and 2024 reforms. Protect privacy, prove mail receipt, change address, and avoid...

Founders: Choose a UK Subsidiary to Protect SEIS/EIS Eligibility

Founders: Choose a UK Subsidiary to Protect SEIS/EIS Eligibility

International founders: when a UK branch can run a 6–12 month market test and when a UK subsidiary protects SEIS/EIS eligibility, investors, payroll, and...

Nonresident Founders: 3 UK Company Musts From Companies House to HMRC

Nonresident Founders: 3 UK Company Musts From Companies House to HMRC

Nonresident founders: three nonnegotiable UK company requirements, a step by step formation checklist, and which tasks to outsource.

First Clean Close in Weeks: Xero Consolidated Reporting for UK Groups

First Clean Close in Weeks: Xero Consolidated Reporting for UK Groups

Consolidate separate Xero files: export locked trial balances, standardise account codes, run a one period pilot, and set controls.

Avoid Mortgage Rejection: Salary vs Dividends UK for Directors

Avoid Mortgage Rejection: Salary vs Dividends UK for Directors

2026/27 guidance for UK directors: model salary vs dividends to protect mortgage applications, secure NI and pension credits, and reduce tax.

4 SEIS Eligibility Criteria UK Founders Must Pass

4 SEIS Eligibility Criteria UK Founders Must Pass

Pass or fail SEIS eligibility checklist for UK founders. See the four HMRC thresholds, share and investor rules, advance assurance steps, and common pitfalls.

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