Ward Williams Brochures & Guides

If you would like a printed copy of any of the below guides. Please contact the office.

Business

Starting a business guide

Starting A Business Guide

Our starting a business guide has been written to help your business and provide answers to some of the questions you should consider before preparing a business plan. 

Business Expenses, Benefits and Loans.

Not sure what to include in your business expenses? Download our free guide where we explain what business expenses, benefits and loans you can include as part of your expenses.

Tax

Making Tax Digital for Income Tax

Making Tax Digital for Income Tax

Making Tax Digital (MTD) is HMRC’s long-term initiative to modernise the UK tax system. It replaces paper records and one-off annual returns with digital tools and regular updates, helping people get their tax right and reducing the risk of errors.

Important Dates 2026: Helping you keep on track

Important Dates 2026: Helping you keep on track

Stay on top of your business and personal deadlines with our essential calendar! This handy resource provides a structured overview of key dates throughout the year, helping you avoid penalties and ensure compliance with HMRC regulations. Download now and keep you and your business organised and compliant. 

 

Making a disclosure to HMRC using the Digital Disclosure Service

Making a disclosure to HMRC using the DDS Guide

In this guide we’ll outline the DDS process, benefits and how our tax advisers will give you a sense of clarity, confidence and a straight-forward approach to navigating the DDS process.

Property Tax for Investors Guide

Property Tax for Investors Guide

Our property tax for investors guide has been written to help decide which is the best structure for your property business and provide answers to some of the tax questions you should consider. 

Tax Enquiry Fee Protection Service

Our Tax Enquiry Fee Protection Service is an insurance-backed service that protects you and your business from the professional fees we incur on your behalf if HMRC opens an enquiry, compliance check, visit or investigation into your tax affairs.

Tax Rates 2026/27

Our tax card contains lots of information on personal, business, employment, property and capital taxes, including some key recent changes for the 2026/27 tax period.

Tax Rates 2025/26

Our tax card contains lots of information on personal, business, employment, property and capital taxes, including some key recent changes for the 2025/26 tax period.

 

Personal Tax Return Aide Memoire 2025-26

Our Personal Tax Return Aide Memoire is designed to help you prepare everything needed for your self-assessment with clarity and confidence.

 

Estate Planning & Administration

Probate & Estate Administration Guide

Our guide to Probate and estate administration explains the financial and legal process which takes place after someone has died. 

Estate Planning Guide

In this guide we look at the different options for estate planning, from simply spending your money to making gifts through the use of trusts. We look at the four key parts involved in Estate planning.

Discretionary Trusts Guide

A trust is an ideal vehicle for an individual who wishes to remove assets from their estate in a tax efficient manner, without passing absolute control and ownership to a beneficiary. Our guide covers what a trust is, how to use them as well and any tax consequences involved. 

Estate Planning Fees

Ward Williams Estate Planning Services. A guide to our services and package fees.

Client Testamentary Instruction Form

If you would like to enquire about making a Will, please download our Client Testamentary Instruction Form. Once complete please email to wills@wardwilliams.co.uk. Dipesh from our Wills team will then be in touch.

 

 

Budget Announcements

Spring Statement 2026

Spring Statement 2026

The Chancellor presented her Spring Statement on Tuesday 3rd March 2026. This report shares the highlights from the announcement.

Autumn Budget 2025

Autumn Budget 2025

The Chancellor presented her Autumn Budget on Wednesday 26th November 2025. This report shares the highlights from the announcement.

Spring Statement 2025

Spring Statement 2025

We provide you with the latest updates following Chancellor Rachel Reeves' inaugural Spring Statement announcement delivered on 26 March 2025. 


Need guidance? Our team is here to help - get in touch.

 

Autumn Budget 2024

Chancellor Rachel Reeves' Labour Budget on 30 October 2024 introduces significant measures, including raising the National Living Wage to £12.21 per hour from April 2025 and increasing National Insurance contributions, alongside the abolition of the non-domicile regime affecting high-net-worth individuals. Additionally, changes to Capital Gains Tax rates and the inclusion of pensions in inheritance tax from April 2027 will require a reassessment of financial strategies amid rising employment costs.

 

Spring Budget 2024

Spring Budget 2024

Chancellor Jeremy Hunt delivered his ‘Budget for Long Term Growth’ on
Wednesday 6 March 2024. His speech promised ‘more investment, more jobs, better public services and lower taxes’. We bring you, what you need to know from the statement. 

Talk to us today about how we can help with both your personal and business needs. Connect with us on social media to stay up to date.