Tax research, guidance & workflow

Tolley+

Think tax. Think Tolley.

Tolley+ — UK tax research, guidance and workflow tools. Simon's, De Voil, 30,000+ judgments and 100+ jurisdictions in one platform.

  • UK's largest tax content set — Simon's, De Voil and more
  • 30,000+ court and tribunal judgments dating back 150 years
  • 100+ jurisdictions of international tax content
  • Practical guidance, calculators and tax case analytics in one platform
500+
Sources
30,000+
Tax judgments
100+
Jurisdictions
150 yrs
Case archive

Who Tolley+ is for

Built around the roles that rely on it every day — from research and drafting to compliance and advisory.

Tax partners & directors

Make defensible advisory calls with Simon's, De Voil and 30,000+ judgments at your fingertips.

  • Authoritative content set
  • 150-year case archive
  • Tax Case Analytics for arguments

Tax managers

Run compliance and advisory work side by side with Starting Points, Smart Lists and interactive flowcharts.

  • Starting Points for any topic
  • Smart Lists with HMRC refs
  • Interactive flowcharts

Trainees & juniors

Apply tax legislation with confidence using worked examples, pro-formas and step-by-step guidance.

  • Worked examples & templates
  • Practical guidance notes
  • Notes & folders for revision

In-house tax teams

Standardise tax positions across the business with curated topic overviews and the HMRC Manual Comparator.

  • HMRC Manual Comparator redlines
  • Curated Starting Points
  • Shared notes & folders

Accountancy & advisory firms

Run a more efficient practice with Tax Tools and Practice Management templates built for fee-earning teams.

  • Calculate: BIK, VAT, salary/dividend
  • Engagement letter templates
  • Timeline tracking for deadlines

International tax specialists

Cover global mobility and cross-border work with 100+ jurisdictions of international tax content.

  • 100+ jurisdictions
  • 27 specialist bolt-ons
  • Cross-border commentary

Capabilities

Everything Tolley+ brings to your team — built for legal and regulated workflows.

Advanced searching & browsing

Natural-language research and dynamic filters across every Tolley content source — find specific answers fast.

Starting Points

Curated topic overviews with summaries, essential legislation, related content and HMRC manuals — your comprehensive entry point to any topic.

HMRC Manual Comparator

Only Tolley identifies and redlines additions and deletions made to any HMRC Manual document you view.

Notes & Folders

Capture thoughts inline and organise documents in custom folders tailored to how you work.

Research History

Easily revisit prior sessions and build on previous research without losing context.

Calculate

Routine compliance tasks — BIK rates, VAT validation, salary/dividend from profit — done in seconds.

Smart Lists

Right tax treatment for complex items like capital allowances, expenses and partial exemptions — backed by legislation and HMRC references.

Interactive flowcharts

Step-by-step tools that help you navigate complex decisions and capture reasoning for audit or review.

Tax Case Analytics

Find winning arguments across 500+ cases analysed and indexed by in-house experts, highlighted by topic and scenario.

Practice Management

Pro-forma engagement letters, HR templates and timeline features to run your practice efficiently.

Inside Tolley+

The full module set, working together as one platform.

Tolley+ Research

The UK's most authoritative source of tax law, case law and expert commentary — searchable in seconds.

  • Simon's & De Voil included
  • Nine core menus + 27 specialist bolt-ons
  • Advanced search & dynamic filters
  • Starting Points topic overviews
  • HMRC Manual Comparator with redlines

Tolley+ Guidance

Step-by-step practical tax guidance with worked examples, templates and pro-formas — written by leading tax experts.

  • Corporate, Employment, IHT, OMB, VAT, Personal
  • Worked examples & pro-formas
  • Interactive flowcharts
  • Linked to legislation & HMRC guidance

Tolley+ Tax Tools

Workflow tools that streamline compliance and advisory tasks — from calculations to case analysis.

  • Tax Case Analytics (500+ cases)
  • Calculate (BIK, VAT, salary/dividend)
  • Smart Lists for complex treatments
  • Practice Management templates

Tolley+ in practice

Real workflows from practitioners across UK firms — research, advisory and drafting.

Corporate Tax

Find answers faster

A corporate tax manager preparing a group restructure needed the latest legislation, related HMRC manuals and recent tribunal decisions — without leafing through ten sources.

A single Starting Point gave them a topic overview, the underpinning legislation, linked commentary and recent cases — surfaced as one structured view.

Personal Tax

Worked examples that save hours

A practitioner advising on a complex IHT planning scenario opened a worked example template and dropped in the client's figures.

The template auto-applied the relevant rules and references, turning a multi-hour exercise into a confident draft in minutes.

VAT

Right treatment, first time

A junior adviser unsure of the partial exemption treatment for a mixed-use supply turned to Smart Lists rather than guessing.

The Smart List surfaced the correct treatment supported by legislation and HMRC references — letting them delegate confidently and review fast.

Frequently asked questions

What's included in Tolley+?
Three integrated modules: Tolley+ Research (500+ sources including Simon's and De Voil, 30,000+ judgments dating back 150 years, 100+ jurisdictions); Tolley+ Guidance (step-by-step practical guidance across Corporate, Employment, IHT/Trusts & Estates, OMB, VAT and Personal tax); and Tolley+ Tax Tools (calculators, smart lists, flowcharts, Tax Case Analytics and practice management templates).
How is it different from generic tax content?
Tolley+ is grounded in Simon's, De Voil and 100+ jurisdictions of international tax content, with the unique HMRC Manual Comparator that identifies and redlines any recent additions or deletions to HMRC manual documents you're viewing — only available in Tolley+.
Is it useful for advisory as well as compliance?
Yes — Tax Tools accelerate routine compliance (BIK rates, VAT number validation, salary/dividend calculations from profit) while Tax Case Analytics surfaces winning arguments across 500+ cases analysed and indexed by in-house experts for advisory work.
Can it help with delegation and training?
Yes — the structured guidance, worked examples and pro-forma templates are designed to support delegation, upskilling and confident review across the whole team, regardless of seniority.
What core menus and bolt-ons are available?
Nine core menus tailored to common roles and specialisms, complemented by 27 specialist bolt-ons covering international tax, global mobility and niche practice areas.

Questions by role

Targeted answers for the people who use Tolley+ every day.

Tax partners & directors

Can I rely on Tolley+ for advisory positions?
Yes — Simon's, De Voil and 30,000+ tribunal and court judgments back every position, with Tax Case Analytics surfacing winning arguments.
How far back does the case archive go?
150 years — across more than 30,000 indexed judgments.

Tax managers

How do I get a complete overview of a new topic?
Starting Points give you a curated overview with summaries, essential legislation, related content and HMRC manuals in one place.
Can complex decisions be supported step by step?
Yes — interactive flowcharts walk you through complex treatments and capture your reasoning for audit and review.

Trainees & juniors

How do I apply legislation with confidence?
Worked examples and pro-forma templates let you apply the rules in context, with references back to legislation and HMRC guidance.
How do I find the right treatment for a complex item?
Smart Lists surface the right tax treatment for items like capital allowances, expenses and partial exemptions, backed by legislation and HMRC.

In-house tax teams

How do I track changes to HMRC manuals?
The HMRC Manual Comparator identifies and redlines additions and deletions to HMRC manual documents — unique to Tolley+.
Can we standardise positions across the business?
Yes — curated Starting Points and shared notes & folders give the team one consistent reference for each topic.

Accountancy & advisory firms

Which routine calculations are built in?
BIK rates, VAT number validation and salary/dividend from profit, plus other calculators across compliance tasks.
Can it support practice management?
Yes — pro-forma engagement letters, HR templates and timeline tracking are included to run the practice efficiently.

International tax specialists

How many jurisdictions are covered?
Over 100 jurisdictions of international tax content, plus 27 specialist bolt-ons for global mobility and niche areas.
Is cross-border commentary included?
Yes — expert commentary spans cross-border, double tax treaty and global mobility scenarios.

Beyond tax — the Lexis+ ecosystem

Tolley+ is the tax specialist. Pair it with Lexis+ for wider UK legal research, generative AI and in-Word drafting.

Request demo

Request a Tolley+ demo

30-minute working session, tailored to your jurisdiction and stack.