Tolley Guidance Products

TolleyGuidance is the revolutionary online product from Tolley which combines reference material with training resources and template documents to guide practitioners through a wide range of client facing activities at point of need. 

TolleyGuidance includes practice notes, worked examples, bite-sized training videos, HMRC materials, consolidated legislation and a range of template documents including, checklists, template letters, pro-forma documents and flow charts. 

Written in plain English and taking a step-by-step topic lead approach TolleyGuidance helps practitioners adhere to best practice and reduce their exposure to risk.   

Because TolleyGuidance reduces its users risk profile we are able to offer reduced insurance premiums to firms that subscribe to TolleyGuidance.

TolleyGuidance pricing

The pricing for TolleyGuidance starts at £345.80 for one module for a one partner firm.  However, as you add additional modules the price per module comes down, so that you are eventually paying just £241.28 per module if you take all six.  Similarly, as you add additional partners, whilst the price increases it is a marginal increase per partner rather than a one-plus-one relationship.  For example, a three partner firm would pay £799 for one module and £451.20 per module if they took all six.


Personal Tax

This module covers the following areas: 

  • Main tax return 
  • Additional information supplementary pages 
  • Other supplementary pages 
  • Administration and compliance checks 
  • Family tax planning 
  • Year end tax planning for individuals 
  • Tax efficient investments 
  • Overseas tax planning
From £345.80 + VAT

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Owner-managed Businesses

This module covers the following areas: 

  • Computation of taxable profit 
  • Sole traders 
  • Partnerships 
  • Small companies 
  • Property businesses 
  • Business start ups & incorporation 
  • Owner-managed business tax investigations 
  • Sale and acquisition of a business 
  • Special businesses
From £345.80 + VAT

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VAT Module

This module covers the following areas: 
  • Types of supply 
  • Registration and deregistration 
  • VAT accounting schemes 
  • VAT returns and accounting compliance 
  • Penalties 
  • Input Tax 
  • Land and property 
  • International transactions 
  • Business acquisitions, disposals and restructuring 
  • Specific industries 
  • Charities and not for profit organizations 
  • Inspections and investigations
From £345.80 + VAT

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Corporate Tax Module

This module covers the following areas: 

  • Corporation tax compliance 
  • Tax accounting and audit services 
  • Tax planning and advice 
  • Property tax 
  • Sales, acquisitions and flotations 
  • Company reorganizations and demergers 
  • International tax and transfer pricing 
  • Compliance checks
From £345.80 + VAT

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IHT, Trusts & Estates Module

This module covers the following areas: 

  • Principles of inheritance tax 
  • Inheritance tax planning 
  • Trusts 
  • Trusts – inheritance tax 
  • Trusts – income tax and capital gains tax 
  • Deceased estates 
  • Deceased estates – inheritance tax 
  • Deceased estates – income tax and capital gains tax 
  • Charities
From £345.80 + VAT

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Employment & NIC Module

This module covers the following areas: 

  • Employment income 
  • Benefits and expenses 
  • National Insurance Contributions 
  • Special Income Tax / NICs cases 
  • Payroll 
  • Renumeration planning 
  • Share schemes 
  • Pension schemes 
  • Employment law 
  • International employment taxes
From £345.80 + VAT

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For further information regarding Tolley Guidance or other products and services provided by Tolley please call XXXXXXX or email XXXXXXX.