Tools and guidance,
at your fingertips.

Client resources

What's available

We've brought together the tools and reference materials our clients use most. Whether you're checking a tax deadline, downloading a form, or logging into your client portal, everything is in one place.

• 01
  Client portal
  Securely exchange documents and correspondence with the Maxwells team online.
• 02
  Online calculators
  A suite of online calculators to help you plan and check your figures.
• 03
  Tax calendar
  Key dates and deadlines for the current tax year, so nothing catches you off guard.
• 04
  Tax rates & allowances
  A clear reference guide to current rates, thresholds and allowances across the main taxes.
• 05
  Downloadable forms
  Commonly used accountancy and tax forms, ready to download.
• 06
  Market data
  Up-to-date market data to support business planning and financial decisions.
• 07
  Useful links
  Curated links to HMRC, Companies House, and other key government and professional bodies.

Cloud accounting

Your portal and cloud tools

Maxwells supports clients with cloud accounting through QuickBooks and Sage. Manage your invoicing, bookkeeping and more online — and access your client portal for secure, paperless communication with the team.

As members of the Sage Accountants Club, we can supply Sage software, hardware and training. We also support clients using QuickBooks for day-to-day bookkeeping and financial management.

Factsheets

Guides on the topics that matter most

Our factsheet library covers the key areas of tax and business planning relevant to Maxwells clients. Categories include:

• —
  IHT and Family Farms
  Maxwells-authored guidance on inheritance tax as it affects farming families, including Agricultural Property Relief and Business Property Relief. Essential reading following the Autumn Budget changes.
• —
  Capital taxes
  Factsheets covering capital gains tax, inheritance tax and related planning considerations.
• —
  Corporate and business tax
  Guidance on corporation tax, reliefs, and tax-efficient business structures.
• —
  Personal tax
  Self-assessment, income tax, and personal allowances explained.
• —
  VAT
  VAT registration, returns, schemes and compliance.
• —
  Employment and payroll
  Employment tax, PAYE, benefits-in-kind and related matters for employers.
• —
  Pensions
  Pension contributions, allowances and planning considerations.
• —
  Starting up in business
  Practical guidance for new businesses on structure, registration and early-stage compliance.
• —
  Specialist areas
  Additional factsheets covering topics such as ICT, general business management and more.