Freelance Complete Toolkit (UK)
Everything in one download for starting and running a small UK freelance business: the beginner guide, the printable templates pack and an editable spreadsheet that does the sums for you.
What's inside:
- Freelance Beginner Guide (UK), 24 pages
- Freelance Templates Pack (UK), 17 printable pages
- Editable .xlsx business planner (no macros; yellow input cells, blue formula cells):
- Settings: first month, "as at" date, tax set-aside %, expense categories and the 2026 to 2027 UK tax, VAT and late-payment figures (editable)
- Rate calculator: minimum hourly and day rate from your profit target, costs and real working time
- Clients (50) with invoiced, paid, outstanding, overdue, average days to pay and share of all work
- Projects (60) with logged hours and effective £ per hour, flagged if below your minimum rate
- Time log (500 rows), invoices (200 rows) with due dates, days overdue and possible statutory late-payment interest and compensation for business clients, and expenses (300 rows)
- Tax set-aside: a rough Income Tax and Class 4 National Insurance estimate for a sole trader, with trading allowance and VAT threshold checks
- 12-month dashboard with key figures and a chart
- Formulas recalculated in LibreOffice and checked with 0 errors (with example data, with it removed, and with settings changed); works in Excel and Google Sheets (upload to Drive)
- Start Here PDF (4 pages) and README.txt
Tax figures are rough estimates, not your tax bill (other income, Scottish bands and payments on account are not modelled: check GOV.UK or an accountant). No contract or terms and conditions template is included. Prices in £, UK English. The toolkit includes Tier 1 and Tier 2, so you don't need to buy them separately.
Created with AI assistance. General information for people freelancing or self-employed in the UK only. Fee, tax and legal points are as at October 2026 and can change: always check GOV.UK and speak to an accountant about your own situation. Not professional, legal, tax or financial advice. No income, earnings, client or work results are promised or implied; the worked example and its figures are invented and illustrative. Independent product by Fernbrook Guides; not affiliated with, endorsed by or sponsored by any freelance marketplace, platform, software provider or UK government body. Excel and Google Sheets (where mentioned) are trademarks of Microsoft Corporation and Google LLC respectively; Fernbrook Guides is not affiliated with either. Price includes VAT where applicable (collected by Lemon Squeezy, our merchant of record). Refunds: email teamaijjgroup@gmail.com within 14 days of purchase for a full refund; if a file is faulty, we fix it, replace it or refund you; your legal rights are not affected. Personal use only.