Tools
Free tools, calculators and checklists
Every tool on this site in one list. They are free and need no sign-up.
Founded by Adam Parker No obligation to talk it through No product to pick before you get in touch
Facilities and borrowing
- Which facility fits? A quick self-check: A few questions to see which kind of facility suits your situation. Nothing is saved or sent.
- Borrowing base calculator: Estimate the facility your debtors, stock and plant and machinery could support.
- Facility switch cost estimator: Add up exit, notice, consent and new lender costs before you move a secured facility.
- Duty deferment guarantee estimator: Size a duty deferment account and see how much the guarantee waiver covers.
- Retention release estimator: See how much retention a construction contract holds, when it falls due and what arrives after CIS.
- Company size checker: Check whether a company is micro, small, medium or large under the Companies Act.
Company charges and insolvency
- Prescribed part calculator: Work out what unsecured creditors get from a floating charge.
- Charge priority waterfall: Run your own figures through the insolvency order of payment.
- Company charges checklist: Read the charges on a Companies House record, one step at a time.
- MR04 filing checklist: Mark a repaid charge as satisfied at Companies House.
- Deed of release request letter: A letter asking your lender for a deed of release once a facility is repaid.
- Facility review pack checklist: What to prepare for an annual lender facility review.
R&D tax relief
- R&D claim value estimator: See what a claim is worth under the merged scheme and ERIS.
- Which R&D scheme am I on?: Check whether a claim falls under the old rules, the merged scheme or ERIS.
- R&D claim notification deadline checker: Find your claim notification deadline from your accounting period end.
- R&D tax relief claim deadlines calendar: Every R&D claim deadline in one place.
- R&D enquiry risk score: Score a claim against common enquiry risk features.
- R&D AIF field checklist: Each field on the Additional Information Form and the evidence that satisfies it.
- How long an HMRC R&D compliance check takes: The stages of a compliance check and how long each takes.
Registers and data
- R&D tax advisers compared: A register of UK R&D tax relief advisers.
- R&D adviser fees compared: What each R&D adviser publishes about its fees, firm by firm.
- R&D tribunal case tracker: First-tier Tribunal decisions on R&D tax relief disputes.
- R&D rule timeline: Each change to UK R&D tax relief rules since the 2023 reform, dated and sourced.
- Why a funder won't fund an invoice: Common reasons a funder leaves an invoice out, with a CSV.
- SIC "not elsewhere classified" tracker: How many UK companies use an n.e.c. SIC code, by code and sector.
- Company charges statistics: How fast new charges are registered, how many are recorded as satisfied, and how many cover all assets.
- Data downloads: The figures this site cites, as CSV and JSON.
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Adam Parker
Founder of Muswell Rose Consulting Ltd, which trades as Established Finance · Managing Director of Penny, an invoice finance business, from July 2020 to November 2023, and working in mortgages, commercial finance and fintech lending since 2010 (career history; career record).
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