RESOURCES
Free tools, guides, and answers.
Practical resources to help you understand your finances better — whether you're a client or not. No sign-up walls, no sales pitch.
Tools
Rolling VAT £90k test
See whether your taxable turnover has crossed the £90,000 VAT registration threshold on the rolling 12-month look-back — and what GOV.UK says about when HMRC expects you to notify.
Open the toolGift Aid 4-year claim window
See how much Gift Aid may still be reclaimable on donations you have already received — and which periods are still inside HMRC's claim window.
Open the toolCharity accounts type checker
Check whether your charity can prepare receipts and payments accounts or needs accruals accounts. Includes the higher receipts-and-payments limit for years ending on or after 30 September 2026.
Open the toolSalary vs dividends calculator
See how different mixes of salary and dividends change what you take home from your limited company, using 2026/27 rates.
Open the toolCharity filing deadline calculator
Find your charity's next filing deadlines with the Charity Commission and Companies House.
Open the toolMTD for Income Tax readiness checker
See when Making Tax Digital for Income Tax applies to you and how ready you are.
Open the toolFiling deadline calculator
See what you file, who it goes to and when it is due, for sole traders, landlords, limited companies and charities.
Open the toolSole trader or limited company
Tick what applies to you and get a list of the points worth discussing before you choose or switch structure.
Open the tool