Courses

  • 1 Lesson

    Benefits in Kind: An Introduction

    Ever wondered what your accountant means when they say you must declare that as a benefit in kind? Or are you looking for more information on how to keep on the right side of HMRC when it comes to reporting benefits in kind? COMING SOON!
  • 2 Lessons

    Director Loan: Best Practice Guide

    Ever wondered what your accountant is referring to when s/he says you have to pay back your director loan? Ever wondered why there was anything to pay back at all?! This course will explain what a director loan account is, how it comes into existence, when it's ok to be left, and when it must be repaid back. COMING SOON!
  • 10 Lessons

    Dividends – all you need to know

    This course is for directors of a limited company wishing to understand the rule surrounding dividends. We'll cover everything you need to do know about dividends, including the pros and cons of taking dividends over a salary, and when it is illegal to pay out dividends. It will also cover why your accountant says you have overpaid dividends and must either repay back or increase your director loan account. It is also suited to those thinking about becoming a limited company and are looking for information about what can and cannot be done with dividends.
  • 1 Lesson

    Financial Abundance: The inner guide to wealth

    Looking for financial abundance? This course will guide you through the secrets and myths of achieving abundance in your life, by stepping away from lack, limitation, and helplessness. COMING SOON!
  • 1 Lesson

    Financial Freedom: Secrets and myths exposed

    Ever wondered why some millionaires make it, but most people who win the lottery are broke within 5 years? COMING SOON!
  • 6 Lessons

    FreeAgent: What it is and how to get started

    This course pulls together tutorials and articles freely provided by FreeAgent, and additional information from our certified FreeAgent Practitioner  
  • 1 Lesson

    How to pay yourself from your limited company

    Ever wondered how best to pay yourself from your limited company? Do you pay a salary, dividends, or both?  What's the best mix, and what about a pension? Also, what are the pros and cons of having a company car and access to private healthcare? We'll explore all these options and more. COMING SOON!
  • 12 Lessons

    How to reduce your payments on account

    If you would like to know what payments on account are and how you can reduce them, then this course is for you. This step-by-step guide will tell you all you need to know about self-assessment payments on account and how you can reduce your tax bill, by legitimately reducing your payments on account.
  • 2 Lessons

    Money Meditations

    Only available to members of The Financial Resilience Hub
  • 7 Lessons

    Payroll – all you need to know

    This course is for you if you are registered as an employer and looking to do your own payroll, or perhaps you would like to understand the payment you are told to make each month to HMRC. It is also suited to those who are thinking of becoming an employer and want to know more. We'll cover everything you need to do know about payroll responsibilities, and help you to understand more about PAYE itself and what makes up the amount you need to pay to HMRC each month.
  • 1 Lesson

    Pensions: An introduction for Directors of Limited Companies

    Are you the only Director in your limited company? Or perhaps it is you and your partner as joint Directors. This course will introduce you to the options available to you, in your limited company, to save for retirement. COMING SOON!
  • 1 Lesson

    Pensions: An introduction for employers

    Are you a new employer and heard you need to register with a pension provider? Or are you looking for more information as to how best to manage your workplace pension? COMING SOON!
  • 1 Lesson

    Pensions: An introduction for sole traders

    Have you ever wondered how you go about checking your state pension? Or do you ever wonder if you're going to be working well into your eighties?! This course will show you how to check your state pension, and how to start planning ahead for retirement. It will serve as a resource to give you a little more confidence and enable you to start having conversations with a financial advisor. COMING SOON!
  • 12 Lessons

    Pricing Effectively

    For your business to survive you need to ensure your prices are in that sweet spot where you are making a profit yet customers also feel they are getting a bargain. Your sales price must cover its costs plus a little extra to bring in a profit. Your customers must still feel they are getting value for their money, thus ensuring you have a steady flow of sales either from them or through recommendations. Find out how.
  • 9 Lessons

    Set yourself up for financial success

    As a stand-alone course, it covers the basics required to get the most out of anything you have bought or signed up to.

  • 22 Lessons

    Sort your finances for good

    Do you throw yourself at every opportunity hoping it will generate more cash to pay your tax bill or credit card statement next month? Are you tempted to sign up to work with the coach promising to wipe out all debts in 6 weeks if you just sign up for their course costing $20,000!? After all, you can pay in installments, pay by credit card, and it's an investment. Some rich guy selling stuff said that once... It's time to take back control
  • 15 Lessons

    Step by step guide to filing your Tax Return

    HMRC give us almost 10 months to file our tax return yet millions of us wait until the last minute. Most start off with good intentions in April each year, but January comes around far too quickly! Yet whilst the earliest you can file your UK tax return is on the 6th of April, as an accountant, I can assure you this only happens on rare occasions and in certain situations. It can be done in 10-12 weeks though. I would highly recommend this course be undertaken closer to April than January, but it can be done at any time, so long as you have a 12-week window to allow for a much calmer experience. Therefore, if you start on the 6th of April, you'll be filing by 30th June. If you wish to wait until later in the year, you must have started by 8th November. You'll have to combine two or more lessons into one week if November has been and gone...
  • 10 Lessons

    Thinking of going limited?

    This course is for you if you are a sole trader who is wondering if you should go limited. Should you incorporate the business into a limited company? In short, it’s very much a personal decision dependent on your business intentions and financial situation, but this course covers the most crucial aspects you must consider.  
  • 15 Lessons

    What expenses can I claim as a sole trader?

    In this course, we'll cover what you can and cannot claim through your business as a sole trader (or freelancer), so you can rest easy at night knowing you have filed your tax return correctly. You'll also find yourself filing you filing your tax return a lot quicker too, as once you know you're doing something right you'll no longer procrastinate on it.
  • 17 Lessons

    What expenses can my limited company claim?

    In this course, we'll cover what you can and cannot claim through your Limited Company so you can rest easy knowing you are acting responsibly as a Director. You'll also learn how you can be more tax-efficient whilst ensuring the business is financially resilient to withstand any financial storms. NB: If you are a sole trader please see our other course What expenses can I claim as a sole trader? This course is only relevant if you are thinking of going limited and want to know the differences.
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