Free download
The UK Freelancer Finance Toolkit
Five practical templates — tax deadlines, expenses, cashflow, invoicing, formation — bundled into one downloadable ZIP. Built for UK sole traders, contractors and small Ltds.
Get the toolkit →What's inside
Tax Deadline Checklist
Every UK Self Assessment, VAT, CT600, confirmation statement and PAYE date for 2026/27. Printable A4.
Expense Tracker Template
UK-categorised expense spreadsheet aligned to HMRC's allowable-expense categories. Excel + Google Sheets compatible.
Cashflow Planner
12-month forecasting template with variable income, lumpy invoicing and tax-pot timing factored in.
Invoice Template
HMRC-compliant VAT invoice plus standard freelance invoice. Word + Google Docs versions.
Company Formation Checklist
Step-by-step Ltd setup playbook — Companies House, bank account, accounting software, PAYE registration.
Who it's for
- New UK freelancers setting up tax, accounting and operating discipline in year one
- Sole traders moving to Ltd who want a clean formation + post-formation playbook
- Established freelancers who want to replace ad-hoc spreadsheets with battle-tested templates
- Anyone scaling capacity who needs handover-ready process documents for outsourcing
Get the toolkit
Enter your email below. We'll send you a download link and a short follow-up sequence (5 emails) with practical setup advice. Unsubscribe any time.
No spam. No data sold. Built for UK freelancers.
Why we built this
Most UK freelancers piece together their finance setup from random YouTube tutorials, accountant emails and outdated blog posts. This toolkit pulls together the five highest-leverage operating templates we've seen work across hundreds of UK freelance setups. Each template is editable, version-controlled, and aligned with current 2025/26 HMRC rules.
FAQ
Is it really free? Yes — the toolkit is free in exchange for your email so we can send the follow-up setup sequence. No paywall, no upgrade path, no upsell.
Will my email be sold? No. We use it only to send the toolkit and a short setup-advice sequence. Read our privacy policy for the full picture.
What format are the templates? Excel/Google Sheets for spreadsheets, Word/Google Docs for documents, PDF for printables. All editable.
How often do you send emails? 5 setup emails over 2 weeks after download, then occasional updates (about monthly) when we publish meaningful new guides or tools.