Resources

Guides, calculators and tools for your business

A consolidated library of factsheets, financial reference calculators, and your secure client portal — everything in one place.

Online calculators

Reference calculators at a glance

The calculators below cover the most common business and personal finance questions. These are reference tools — figures are indicative only. For a full analysis tailored to your circumstances, please contact us and we will be happy to run the numbers with you.

VAT calculator

Calculate the VAT paid or payable on any figure.

Payslip calculator

Want to check your net pay? Estimate take-home pay after income tax and National Insurance.

Company car and fuel benefit-in-kind calculator

Work out the taxable benefit on your company car.

CIS tax deduction calculator

Calculate CIS tax deductions under the Construction Industry Scheme.

Gross profit calculator

Work out your gross profit and gross profit margin.

Startup calculator

How much funding will you need to support your new business startup?

Mortgage calculator

A quick and easy way to calculate your mortgage payments.

APR calculator

Calculate the annual percentage rate (APR) on your loan.

Loan calculator

Work out your interest and fixed monthly repayments.

Savings calculator

Calculate the rate at which your savings will grow.

Property tax calculator

Calculate the tax charged for the purchase of property.

Fuel costs calculator

Find out how much you spend on fuel per year.

More profit calculator

Find out how you can create more profit in your business.

Millionaire calculator

Find out how long it will take you to become a millionaire.

These calculators provide indicative figures only. For a detailed analysis specific to your situation, please contact us and we will be happy to run the figures with you.

Factsheets

A library of concise guidance

Our factsheet library covers the tax, legal and business topics most relevant to owner-managed businesses and individuals. Each category below contains plain-English summaries — contact us if you need further guidance on any topic.

Capital taxes

Taxes on the disposal of capital assets and the taxes due on death — covering CGT, IHT, SDLT, and trusts.

Corporate & business tax

Taxation issues for both unincorporated and corporate businesses — including corporation tax, capital allowances, R&D incentives, and IR35/off-payroll working.

Employment & related matters

Employment law topics relevant to both employers and employees — from recruitment and annual leave to redundancy and statutory pay.

Employment issues (tax)

Tax issues for employers and employees — covering benefits in kind, payroll, expenses, share schemes, and travel and subsistence.

General business

Practical issues for running your own business — record-keeping, directors' responsibilities, fraud prevention, company secretarial duties, and more.

ICT

Data security, GDPR compliance, cloud and outsourcing considerations, and BYOD policies for your business.

Pensions

Auto-enrolment obligations, pension tax relief, occupational scheme trustees' responsibilities, and the tax treatment of pension funds on death.

Personal tax

Self assessment, ISAs, property investment, charitable giving, EIS, SEIS, VCTs, and Making Tax Digital for individuals.

Specialist areas

Money laundering, charities and trustees' responsibilities, community amateur sports clubs, insolvency, LLPs, and social enterprise structures.

Starting up in business

Business plans, choosing the right legal structure, raising finance, credit control, and the key considerations when setting up on your own.

VAT

The VAT issues to consider when running your business — including Making Tax Digital for VAT.

Client portal

Secure document exchange online

Whitakers uses IRIS OpenSpace for secure online document exchange between the firm and clients. Log in to view, approve and return documents at any time.

Can't find what you need? We're here to help.

Our team in Newquay is happy to talk through any tax or business question — no jargon, no obligation.

Get in touch 01637 873838