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This Practical Tax Database and Virtual Tax Partner® Toolkit is your online tax partner. It answers all your key tax FAQs, is packed with useful and practical tax and business guidance.

The information gathered here is split into tax planning guides, FAQs, know-how and tools. With worked examples and tax compliance checklists.

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Subscribe to UNLOCK the full site*.

Tax advice? Contact the Virtual Tax Partner® support service for advisers and their clients.

The contents of the site are subject to T & C & Copyright © 2021.

* The R&D & Patent Box zone is premium content and available separately.


Welcome to our Tax Toolkits.

These original tax diagnostic tools aim to help you solve some really complicated tax questions in a matter of minutes.

Each tool is designed to save you approximately two to six hours of time. They are written for non-experts.

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What it does

 Already purchased? Click here for quick access

Business Asset Disposal Relief  business & asset disposals

This tool checks the Business Asset Disposal Relief (formerly known as Entrepreneurs' Relief) qualifying conditions for the disposal of the whole or part of a business, or assets used by the business when it ceases.

BADR Sole Trader
 

 Business Asset Disposal Relief : share disposals

This tool checks whether you meet the Business Asset Disposal Relief (Entrepreneurs' Relief) conditions for the disposal of your shares in a private company.

There are two versions of this tool: one for disposals on or after 6/4/2019, and one for disposals made in earlier tax years.

BADR Shares from 6/4/19

BADR Shares to 5/4/19

 

 TAAR* tool for distributions

Will you trigger the Targeted Anti-Avoidance Rule (TAAR) on a distribution made in respect of shares on winding up a company?

 TAAR Tool
R & D Zone

R&D Zone provides the tools to 'cut out the middle man' and make your own R&D claim directly with HMRC.

If DIY is not your thing, why not sub-contract the problem (it will be financially advantageous) via the Virtual Tax Partner support service at super-discounted rates.

R & D Zone 
 Reorganisations*

These tools help company owners to resolve difficult company problems and then provide worked-through case studies, with step-by-step analysis and tax clearance templates. These cover 7 different company reorganisation situations:

  • Case Study 1: Tradeco, demerger of two trades
  • Case Study 2: Tradeco, demerger of its investment business
  • Case Study 3: Tradeco demerger of investment subsidiary
  • Case Study 4: Investco: Demerger of trading subsidiary
  • Case Study 5: Management Buyout via newholdco
  • Case Study 6: POS, buyout retiring shareholder
  • Case Study 7: Creating a group

 

Reorganisations

 

* These tools are already included in your content if you are already a full subscriber to the www.rossmartin.co.uk webservice.

All guides on this site as well as the tools in the our Tax Toolkit above can be purchased on their own, with or without a subscription to www.rossmartin.co.uk, or on a Pay-As-You-Go basis. 

If you are a tax novice, or not very confident in some areas of tax, all Tax Tools all work best with a www.rossmartin.co.uk subscription as then receive the full benefit of all interactive guidance.

To buy a tool: follow the link above (left-hand column)

Any queries? Contact us:

  • For multi-office pricing
  • For any enquiries or suggestions

  

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