Guides & packs

Plan the whole tax year

The calculators and guides on this site are free. If you want the rates, worked examples, payments on account and printable set-aside planners in one place, the Sole Trader's Tax Survival Pack is a one-off £4.99 PDF.

The pack

Employed too, or a company director? Get all 7 tax packs in the Tax Pack Library — £9.99

Thinking of going limited? Compare first: with 2026/27 rates, a sole trader who takes all the profit out usually keeps more. If you already run a company, the Director's Pay & Tax Pack (£4.99) covers salary versus dividends, the director's loan account and year-end planning for 2026/27.

Free guides

Payments on accountWhen they start, how they're worked out and how to reduce them. Sole trader expensesWhat you can claim, and what HMRC won't allow. Making Tax DigitalWho has to join from April 2026, and what changes. Sole trader vs limited companyCompare take-home before you incorporate. All guidesEvery sole trader guide on the site.

Free calculators

Sole trader tax calculatorIncome Tax and Class 4 NI on your profit for 2026/27. Tax set-aside calculatorHow much to put aside each month. Quarterly tax calculatorYour tax by quarter, for MTD updates.

General information, not personal tax advice. Questions or refunds: use the contact page.