Download a Range of Financial Resources.

Our downloads offer a wealth of insightful guides, templates, and tools tailored to individuals and businesses seeking financial expertise. Delve into comprehensive tax guides offering clarity on the latest regulations and strategies or access industry-specific resources including charities and education and the medical sector. 

Our resources cover a spectrum of topics, from financial analysis to investment strategies, providing invaluable tools for making informed decisions in the corporate realm. Empower yourself with these downloadable resources to navigate the complexities of tax corporate finance and more with confidence and efficiency. 

Budget 

• Autumn Budget Summary - Oct 2024 (pdf)

Customs & VAT

• VAT & Customs Services (pdf)

• Top 20 CPC Codes (pdf)

Tax

• Tax Rate Cards 2023/2024 (pdf)

• Tax Investigation Service Protection (pdf)

• What is a FIC? - Family Investment Company Bulletin (pdf)

• Accidental Landlord? (pdf)

Charities Bulletins

• Charity News Autumn 2024 (pdf)

• Charity News Spring 2024 (pdf)

• Financial Crime in the Charities Sector and the role of the Trustee (pdf)

• Guidance for Charities Engaging Volunteers UK200 (pdf)

Commercial Disputes Resolution

• Escalate - Commercial Dispute Resolution Service (pdf)

Corporate Finance

• UK200 SME Valuation Index 2023 (pdf)

Dains

• Advisory Insights July 2024 (pdf)

• Advisory Insights May 2024 (pdf)

• Our DNA (pdf)

• Graduate Recruitment Brochure (pdf)

Employment Taxes

• Employment Services (pdf)

• Payroll Factcard 2023-24 (pdf)

Forensic Accounting, Fraud & Corruption

• Assurance Plus+ - Protecting your business from financial crime and reputational harm (pdf)

• Assurance Plus+ - Banking Sector (pdf)

• Assurance Plus+ - Charity Sector (pdf)

• Financial Crime Prevention (pdf)

Medical Sector

• AISMA Doctor Newsline Autumn 2024 (pdf)

• AISMA Doctor Newsline Summer 2024 (pdf)

• Healthcare News Edition 1 2023 (pdf)

• Services to the Medical Profession (pdf)

• AISMA Guide to Claiming for Personal Expenses (pdf)

• AISMA Guide to Preventing Fraud in Medical Practices and in Primary Care Networks (pdf)

Trust & Estates

• Trust and Estates Team Services (pdf)