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Tools and services we recommend

A short, opinionated list of tools that genuinely help the kinds of decisions our calculators model — running a small business, securing your accounts, keeping your energy bills down. Every link on this page is an affiliate link.

Links marked “Sponsored” are affiliate links — we may earn a small commission at no cost to you. See our editorial standards.

Section 1

Small business & sole trader

If you’re running the business behind a break-even, profit-margin or VAT calculation, these two cover the two most common scenarios — taking card payments in person, and selling online.

Section 2

Books we’d actually read

A short list of the non-fiction finance books worth your time. These come up often in our guides. All links go to Amazon UK.

Sponsored · Morgan Housel
Editor’s pick

The Psychology of Money

Paperback ~£9

The behavioural classic. Short, genre-defining read on why sensible money decisions are almost entirely about temperament — not spreadsheets. Best starting point for anyone new to personal finance.

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Sponsored · Tim Hale

Smarter Investing

Paperback ~£15

The UK-focused companion to the Psychology of Money. Passive index investing, proper asset allocation, tax-wrapper mechanics — all written for a UK audience with UK tax rules in mind.

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Sponsored · J.L. Collins

The Simple Path to Wealth

Paperback ~£13

US-flavoured but the thesis — live below your means, index invest, minimise fees — maps cleanly onto UK ISAs and SIPPs. The most quoted book in /r/UKPersonalFinance.

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Sponsored · Taxcafe

Running a Limited Company

Paperback ~£25

For directors of UK Ltds. Annual updates covering CT changes, dividend vs salary, expenses, VAT thresholds. Pays for itself on the first chapter for most one-person companies.

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Sponsored · Carl Bayley

How to Save Inheritance Tax

Paperback ~£25

The UK IHT planning standard. Gifting strategies, trusts, Business Relief, 2027 pension changes. Anyone with an estate above the nil-rate band should read this before speaking to a solicitor.

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Sponsored · David Genders

Daily Telegraph Tax Guide 2025

Paperback ~£20

Annual UK tax reference updated every April — every allowance, every band, every relief. We keep a copy on the desk year-round for quick lookups while writing the calcs.

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Section 3

Security & privacy

The accounts we talk about on the site — HMRC, bank, brokerage, pension — are the ones that matter most if credentials leak. These are what we actually use.

How we pick what goes on this page

We only list tools either we use ourselves or have a strong opinion about after researching the alternatives. No sponsored reviews, no paid placements — just affiliate commission on purchases made through these links (which never changes the price you pay). Full policy on our editorial standards page.