Free guides to download and keep
Practical checklists and workbooks for 2026/27, written by a local accountant. Print them, tick them off, and bring them to a review if you'd like a second opinion.
Sole traders and landlords
Making Tax Digital for Income Tax: the checklist
Who has to join and when, your first-year dates, the new penalty points, and a 4-week plan to get ready.
Get the free checklist
Self-employed
The expenses checklist and tax calendar 2026/27
Everything you can claim, the new 55p mileage rate, working from home, and every key date to January 2028.
Get the free checklist
Growing businesses
Sole trader or limited company? The decision workbook
Real 2026/27 figures from £30,000 to £100,000 profit, when a company still makes sense, and a 10-question worksheet.
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