Downloads

Aide Memoire 2020 PDF format

Download - File size: 67KB

Aide Memoire 2020 WORD format

Download - File size: 47KB

P11D Questionnaire 2019-20 PDF format

Download - File size: 63KB

P11D Questionnaire 2019-20 EXCEL format

Download - File size: 37KB

P11D Questionnaire (new car(s) only) 2019-20 PDF format

Download - File size: 40KB

HUBB confirmed dates 2020

External web link - http://documents.wardwilliams.co.uk/HUBB_Events_2020.pdf

Charity Commission: Charity finances: trustee essentials

Good management of a charity’s finances and other assets enables it to succeed in delivering its charitable aims. The latest guide from the Charity Commission explains how trustees must show:

• realistic funding plans and strategies
• effective management controls and systems
• planned for their charity’s assets and resources to be used in the best possible way for their beneficiaries

External web link - https://assets.publishing.service.gov.uk/government/uploads/system/uploads/attachment_data/file/602509/CC25.pdf

GDPR - Data privacy in business

Find out if your business is GDPR compliant and what you need to be doing to stay compliant.

External web link - http://documents.wardwilliams.co.uk/GDPR_Leaflet_2018.pdf

Ward Williams Wills Fact Finder

If you would like to enquire about making a Will. Please download our Fact Finder document, once complete please email to wills@wardwilliams.co.uk Mark from our Wills team will then be in touch.

External web link - http://documents.wardwilliams.co.uk/Ward_Williams_Wills_Fact_Finder.pdf

Ward Williams guide to Probate 2018

External web link - http://documents.wardwilliams.co.uk/Ward_Williams_Probate_Guide.pdf

Your guide to Investment Property Tax

When you have your own rental business a qualified property tax expert can provide the advice to ensure that you avoid many of the accounting and taxation errors that can easily arise without the correct advice.

External web link - http://documents.wardwilliams.co.uk/Property_Tax_Guide_2018-19.pdf

Ward Williams Group Brochure

Find out more about the services Ward Williams group offer.

External web link - http://www.wardwilliams.co.uk/docs/Ward_Williams_Group_Brochure_2014.pdf

Tax Rates 2018-2019

A comprehensive booklet covering key tax rates and supplementary text, in a handy format. Please contact the office if you would like to receive a printed copy.

External web link - http://documents.wardwilliams.co.uk/Tax_Rates_2018-19.pdf

The Autumn Budget 2017

Ward Williams summary focuses on the tax measures which may affect you, your family and your business. To help you decipher what was said we have included our own comments.

External web link - http://documents.wardwilliams.co.uk/Budget2017.pdf