Resources
Practical guidance, built to save you time.
A small set of guides and templates, built from the same thinking behind our advisory work.
Guide — 12 pages
2026 SME Tax Changes Guide
What's changing for UK SMEs in the new tax year, and the practical decisions worth making now. For owners and directors of SMEs with turnover under £5m.
Template — 20 minutes
SME Growth Planning Template
A structured worksheet for mapping growth priorities against commercial impact and effort. For owners planning the next 12 months of growth.
Checklist — 5 minutes
AI Readiness Checklist for UK SMEs
A practical checklist for assessing where AI can realistically help, before investing in tools or training. For directors evaluating AI adoption.
Scorecard — 5 minutes
Founder Advisory Scorecard
A short self-assessment to identify where structured advisory support would add the most value. For founders and owner-directors.
Checklist — 5 minutes
Legal Referral Readiness Checklist
What to have ready before a legal referral conversation, so the process moves faster. For SMEs preparing for a legal matter.
Briefing — Quarterly
Quarterly Growth Briefing
A live, structured briefing on the commercial issues affecting UK SMEs this quarter. For owners and directors who prefer live formats.