The Business Owners Bundle

Running a business is busy enough without worrying about missed HMRC and Companies House deadlines, unexpected tax bills or wondering whether you’ve forgotten something important.

The Business Owner Bundle brings together four practical resources into one simple system, helping you stay organised, save tax and stay one step ahead throughout the year.

Everything You Will Receive ...

✅ The Business Owner’s Tax Year Planner 2026/27 (Physical Copy)

Your year-at-a-glance planning and diary aligned to the tax year.

✅ 3 Months of CFO in Your Inbox (Subscription)

Timely financial guidance for company directors who want to know what matters, when it matters, and what to do next.

✅ The Tax Companion 2026/27 (Digital Download)

A clear reference guide to the latest tax rates, allowances and thresholds.

✅ The One-Page Tax Year Calendar (Digital Download)

A quick-reference calendar showing the key tax dates and deadlines for the year ahead, all on a single page.

If you’d like to feel more organised, more prepared and more confident about your business finances, The Business Owner Bundle is for you.

Stay organised. Never miss a deadline. Save tax. Grow your business with confidence.

Why Business Owners Love This Bundle

✔ Stay organised and in control

✔ Never miss an important deadline

✔ Understand the numbers that matter

✔ Identify tax-saving opportunities

✔ Make better financial decisions with confidence

✔ Receive ongoing guidance throughout the year

Whether you’re running a limited company or self-employed, this bundle gives you the tools, guidance and support needed to manage your business finances with confidence.

Imagine Feeling…

More organised, more proactive and less likely to be caught out by deadlines, unexpected tax bills or missed opportunities.

✔ Organised instead of overwhelmed

✔ Prepared for tax changes instead of reactive

✔ In control instead of guessing

✔ Aware of tax-saving opportunities before they pass

✔ Confident discussing your finances and tax position

✔ Reassured that nothing important is slipping through the cracks

Organised. Confident. Controlled. Peace of mind.

Here’s what you’ll get when you buy

01

The Business Owner’s Tax Year Planner 2026/27

Coil bound planner posted to you

Your year-at-a-glance planning and diary system aligned to the tax year.

Running a business is busy enough without worrying about missed deadlines, unclear finances or forgotten tasks.

This planner provides a simple system to keep your time, finances and priorities organised in one place.

Stay on top of what matters, make more confident decisions and avoid last-minute stress.

Because when you have clarity and control, running your business becomes much easier.

Value: £29

02

CFO in Your Inbox

3 month subscription

Think of it as having a CFO in your corner throughout the
year.

Timely financial guidance, aligned to the UK tax year and key deadlines, delivered to your inbox.

For company directors and taxpayers who want to save tax, avoid penalties, and stay in control of their finances all year round.

Know what matters, when it matters, and what to do
next.

Included for your first 3 months. Then continue your subscription for just £6.67 per month, less than the cost of a coffee and cake.

Cancel anytime.

Value: £6.67pm

03

The Tax Companion 2026/27

Digital Download

Stop searching for tax rates and start making confident financial decisions.

Keep key tax rates, thresholds and allowances at your fingertips throughout the year.

Understand what the numbers mean for your business and how they apply in practice.

Helping you identify opportunities, avoid costly mistakes and plan with confidence.

Value: £19

04

The One-Page Tax Year Calendar

Digital Download

A quick-reference calendar showing the key tax dates and deadlines for the year ahead, all on a single page and in one place.

Never miss an important tax
deadline again.

Plan ahead, manage cash flow and
avoid unnecessary penalties.

Giving you greater confidence that nothing important is slipping through the cracks.

Value: £9

Here's What our Customers Say ...

“This is exactly what I’ve been looking for. The planner keeps me organised, the Tax Companion gives me the answers when I need them, and the monthly CFO updates mean I’m no longer worrying about what I might have missed.”

Kate C

"I bought the bundle for the planner but the real value has been having all the resources working together. Instead of reacting at the last minute, I’m planning ahead and making better financial decisions."

Simon F

“I almost didn’t add the How to Save Tax book, but for £7 it was an easy decision. It helped me understand the opportunities available to me as a business owner and paid for itself many times over.”

Richard P

Give yourself one less thing to worry about.

With the right information, reminders and planning tools at your fingertips, you’ll be better placed to spot opportunities, avoid surprises and stay in control throughout the year.

100% Satisfaction Guarantee

If, within 14 days of purchase, you genuinely feel the bundle isn’t what you expected, simply email us and we’ll provide a full refund.

No complicated forms. No awkward conversations.

All we ask is that you take a look through the resources and give them a fair chance.

Purchase with confidence.

FAQs

I already have an accountant, do I still need this?

Yes. This bundle isn’t designed to replace your accountant.

It’s designed to help you stay organised, understand what matters throughout the year and have more informed conversations with your accountant. Many tax-saving opportunities are time-sensitive, so being aware of them before year-end can make a significant difference.

Is this suitable for limited company directors?

Absolutely. The bundle has been specifically designed with company directors in mind, particularly those who take a salary and dividends and want to stay on top of their tax responsibilities throughout the year.

How quickly will I receive my order?

Your digital downloads will be available immediately after purchase.

Your printed copy of The Business Owner’s Tax Year Planner 2026/27 will be printed and dispatched shortly afterwards. Please allow approximately 5–10 business days for delivery.

Your CFO In Your Inbox subscription will start immediately after purchase.

What happens after the included three months of CFO in Your Inbox?

Your first three months are included as part of The Business Owner Bundle, giving you plenty of time to experience the value of receiving timely reminders, practical guidance and tax-saving insights throughout the year.

After that, your membership will continue at just £6.67 per month, so you can keep receiving the updates that matter.

You can cancel at any time.

Is this bundle suitable for new and established business owners?

Absolutely.

Whether you’re just starting out or have been running your business for years, staying on top of your finances, tax obligations and key deadlines is essential.

If you’re a newer business owner, the bundle will help you build good habits, understand what matters and avoid common mistakes from the outset.

If you’re an established business owner, it provides a practical system to help you stay organised, identify tax-saving opportunities and ensure nothing important slips through the cracks.

The resources are designed to support you throughout the year, helping you make better financial decisions with confidence, regardless of where you are on your business journey.

Is the cost of this bundle tax deductible?

Absolutely, yes.

If bundle is purchased wholly and exclusively for the purposes of your business and is relevant to your existing trade or profession, the cost is absolutely an allowable business expense.