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Keeping up to speed with the latest legislation changes, budget updates, and being aware of our tricks of the trade is important for any thriving business.

Business Growth Tips from Jon

Here’s another business growth tip from Jon Davies Accountants. In this video Jon looks at the three numbers that every business owner should track if they want a more successful business, and they’re not the usual numbers you’d expect an accountant to talk about! We are a firm of Chartered Accountants based in Liverpool.

We work with business owners across Liverpool, Merseyside, and the whole of the UK. As well as accounts and tax for businesses and individuals, we specialise in business growth advice to entrepreneurs.

Resources & Guides

Useful Resources, Downloads and Guides

Insider Magazine

Our Tax Insider Magazine will keep you updated and informed on everything you need to know about within the Business Finance world. You can download the latest Tax Insider Magazine below.

October 2023 –

The articles covered in this month’s issue are:

  • HMRC reopens self-assessment helpline
  • Employers ramp up counteroffers to retain staff
  • ONS revises its findings and says economy actually grew in 2021
  • Chancellor announces date for Autumn statement 2023

Active Practice

Other Tools & Resources

Each month we share with you two articles that may be of interest to your business. Download the latest articles by clicking the below link

October 2023

 

What are trusts and how are they taxed?

Trusts are legal arrangements where assets are placed into the care of an individual or organisation that manages them for the benefit of someone else. For the person setting up the trust, this arrangement means they know their assets will be properly looked after until they come under the legal control of the beneficiaries.

Crucially, there are also tax advantages to setting aside assets in a trust, especially in the context of estate planning. That’s why we want to go over them with you.

For more information, please see our latest guide. Our guide gives helpful guidance on:

  • What are trusts?
  • Types of trusts
  • Income Tax
  • Capital Gains Tax
  • Inheritance Tax

You can download the full guide here:

Download

 

 

 

What does ULEZ mean for businesses?

The latest ULEZ expansion means that many more businesses and individuals could face charges when driving vehicles that don’t meet emissions standards. We’re here to help you understand how to comply with these clean air schemes and offer advice on minimising the extra financial and administrative burdens.

For more information, please see our latest guide. Our guide gives helpful guidance on:

  • What is ULEZ?
  • When does the ULEZ charge apply?
  • Making your payment
  • Larger vehicles
  • Discounts and exemptions for businesses
  • Other clean air zones in the UK

You can download the full guide here:

Download

 

How do I choose a great accountant?

Many people ask us: “Are you the right accountant for us?”

Maybe we are, maybe we’re not. It’s the same for everything – people want and need different things. And this changes over time.

However, we believe that every business, no matter the size, deserves a great accountant that’s right for them. Right now, you are looking for an accountant and we’re conscious it’s really important that you get the right advice at the start.

Therefore, we thought it would be useful to put together this short guide to help you pick the right accountant.

If that accountant is us, great! If not, that is okay too.

The most important thing is that you find this guide useful and pick an accountant who can help you and your business reach your goals.

Download “How do I choose an accountant”

September 2023

 

Registering for Self-Assessment:

If you’ve never had to complete a self-assessment tax return, the first time can be daunting. But don’t worry: we’ll demystify the process in this article. And if you have completed one before, this guide might still teach you a thing or two about doing your self-assessment better.

For more information, please see our latest guide. Our guide gives helpful guidance on:

  • What exactly is Self-Assessment?
  • Who has to register?
  • What about side hustles?
  • When to register
  • What you’ll need when registering
  • Filing your return

You can download the full guide here

Download

 

 

 

IR35: What happens when it goes wrong?

Under IR35, contractors with a working relationship similar to regular employment must pay income tax and National Insurance contributions instead of corporation tax, a status known as ‘deemed employment’.

Initially, contractors determined their own employment status, but 2017 and 2021 reforms shifted this responsibility to clients, impacting an estimated 130,000 workers and emphasizing the importance of understanding off-payroll working rules to avoid potential tax investigations and penalties.

For more information, please see our latest guide. Our guide gives helpful guidance on:

  • Who determines IR35 status?
  • HMRC investigations
  • How to get IR35 right
  • If you get IR35 wrong as a client
  • Work with tax experts

You can download the full guide here:

Download

Year-End Tax Guides

Find out everything you need to know about tax rates, reliefs and allowances by reading our end of year tax guide.

Download Year-End 2022/23 Tax Guides 

Budget Guide

Find out everything you need to know following this years budget by reading our latest guide.

Download our Budget 2023 Guide

Archive

For previous versions of all the above guides, please click the button below.

Download previous versions

Contact Us

If you’re not a current client and want access to these brilliant resources, then what are you waiting for?!?

growth@jondaviesaccountants.co.uk

+44 0151 380 8080

Business First Business Centre, 23 Goodlass Road, Liverpool. L24 9HJ

Mon-Thurs: 8-6, Fri: 8-12, Sat-Sun: Closed

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