Doctors Personal Expense Proforma
Please find below links that will allow you to download formula driven excel proformas for your personal expenses claim. It is important to ensure you select the correct proforma for your practice year end (for example 31st March).
31 MARCH YEAR END PERSONAL EXPENSE PROFORMA
30 APRIL YEAR END PERSONAL EXPENSE PROFORMA
30 JUNE YEAR END PERSONAL EXPENSE PROFORMA
30 SEPTEMBER YEAR END PERSONAL EXPENSE PROFORMA
31 DECEMBER YEAR END PERSONAL EXPENSE PROFORMA
If you have any problems please do not hesitate to contact your designated accounts manager who will be happy to assist.
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28/05/2025
No cuts to ISA allowance confirmed
Chancellor Rachel Reeves has confirmed that the annual tax-free ISA allowance won’t be reduced from £20,000.
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Household Support Fund ‘needs reform’
Think tank the Resolution Foundation has stated that the Household Support Fund needs renewing and reforming to ensure it continues to help families through the cost-of-living squeeze.
Higher borrowing ‘increase prospect of tax rises’
Experts have warned that recent higher than anticipated government borrowing figures have increased the prospect of Chancellor Rachel Reeves raising taxes at the next Budget.
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