Welcome to the IPSE Resource Library

IPSE provides guides, tips, tools and templates for you to use to help run, manage and protect your business. We add to these daily and update them on a regular basis.

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Freelancer Confidence Index Q1 2023

The survey measures overall trends in the market for freelancers in order to identify inflationary pressures, business confidence, and an overview of freelancers’ perception of general economic conditions for Q1 2023.

Project Planning Template

This project planning template aims to make it easy for freelancers to plan and manage their projects more effectively through the use of a Gantt chart.

Invoice Template

This invoice template includes everything you must have on an invoice. Use this template to clearly display to your clients what they're paying for, how much they owe, and when it needs to be paid by.

IR35 Spotlight 2023: Insights from the UK's contracting sector

IPSE’s annual IR35 Spotlight tracks key metrics related to IR35, including the ways contractors work, their client’s approach to the rules and the success rate of appeals against client determinations. The aim is to be able to report IR35’s long-term impact on UK contracting.

Equipping the self-employed with training and skills: Data brief 2023

In order to demonstrate to policymakers of the need to promote and encourage the self-employed to upskill and ultimately drive UK economic growth, we’ve put together a data brief on self-employed training and skills in 2023.

From inflationary pressures to inflexibility: Reviewing barriers to financial products for the self-employed

This report examines the impact of macroeconomic factors on the financial decision-making of the self-employed, reviewing barriers to accessing mortgages and private finance whilst also evaluating attitudes towards saving for later life.

IPSE Cashflow template

This cashflow template is designed to help freelancers and self-employed professionals estimate and monitor their business income and expenses over a period of time.

Business Plan

Even though it’s just you in your business you should still have a basic business plan. This business plan will help you get into the nitty-gritty of what you need to make your business a success.