Resources

Publications

Tax Strategies and Budget releases
Autumn Budget Summary 2017
2017-18 Year End Strategies – Nov 2017
Tax & Financial Strategies July 2017
Spring Budget 2017
Autumn Statement 2016
2016-17 Year End Strategies – Oct 2016
Forrester Boyd Budget Summary 2016
Tax and Financial Strategies Brochure 2015/16

Brochures and Handbooks
Forrester Boyd practice brochure – November 2017
Forrester Boyd presentation Holiday Parks – November 2017
Forrester Boyd Client Care Code
Business Kit 2017-18
Business Acquisition Brochure
Selling your business Brochure

Mini Guides

Business Motoring Guide
Business Planning Guide
Exiting your Business Guide
Inheritance Tax Guide
PAYE & NICs Guide
Personal Planning Guide
Retirement Planning Guide
Self Assessment Guide
Starting a Business Guide
Tax and Property Guide
VAT Guide
Year End Planning Guide

Tax Rate Centre

2016/17 Tax Rate Centre
Tax Investigations Leaflet

Tax Facts                                                                                                                      

Tax Facts 2017-18
Tax Facts 2016-17

Sector Specialisms 

Agricultural News

Forrester Boyd presentation farming – November 2017

Charities and Education Group News

Charities Group News – Issue 2 2017
Charities VAT Guide – July 2017

Charities Group News – Issue 1 2017
Forrester Boyd presentation Charities – November 2017
UK200 Group Academies VAT Guidance
Forrester Boyd Academy presentation – November 2017
Charities & Education e-bulletin issue 2
Charities & Education e-bulletin
 issue 1

Healthcare Group News

Healthcare Newsletter Issue 2 2017
Healthcare Newsletter Issue 1 2017

Forrester Boyd Healthcare brochure – November 2017
Healthcare Newsletter Issue 2 – 2016

Healthcare Newsletter Issue 1 –  2016

Other resources

Appendix PAYE & NIC – Principal deadlines 2016-17
Annual Tax on Enveloped Dwellings (ATED) – flyer

Reduced Disclosure Accounts
 
PSC Register
Example PSC Register – To download
Making Tax Digital Document
New dividend and savings tax regimes
Appendix 1 Expenses exemption to replace dispensations from 6 April 2016

Appendix 2 Expenses exemption to replace dispensations from 6 April 2016

FRS102 Guidance February 2016

FRS102 Guidance for Micro-Entities February 2016
FRS102 Guidance for small Companies February 2016
Funding Initiatives Update Sep 2016
QR Code, iOS & Android links to APP

FB Wealth Management Marketing Material

Later Life Brochure – How do I fund my care

With You For Life Magazine July/Aug 2016
Guide to Investment Planning
Guide to Protecting you and your Estate
Guide to your Retirement Options

With You For Life Magazine Sep/Oct 2016
Guide to Active and Passive Management
Guide to protecting your Financial Plan
Guide to the Lifetime Allowance

With You For Life Magazine Nov/Dec 2016
Guide to Investment Matters
Guide to Professional Financial Advice
Guide to Wealth Management

With You For Life Magazine Jan/Feb 2017
Guide to 2017 Investment Outlook
Guide to New Year Wealth Planning
Guide to 2016/17 Year End tax planning

With You For Life Magazine March-April 2017
Guide to Estate Preservation
Guide to Individual Savings Accounts
Guide to The New Inheritance Tax Rules

With You For Life Magazine May-June 2017
Guide to Brexit
Guide to Retirement
Life Time ISA

With You For Life Magazine July-August 2017
Guide to Long-term Care
Guide to Investing and Inflation
Guide to Investing