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.

To search the library, just enter the key words below or, alternatively you can use the filters on the right to select specific information types and topics.

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.

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.

GDPR Compliant Privacy Policy template

Our GDPR Compliant Privacy Policy Template will not only help you to meet one of the regulatory requirements, but also demonstrate your commitment to safeguarding information.

Non Disclosure Agreement (NDA) Template

Non-Disclosure Agreements (NDAs) are a common commercial contract requirement in freelancing and self-employment, when clients want to protect the confidentiality of information or assets. Our Non-Disclosure Agreement (NDA) template not only shows what a typical contract should look like, but can also be used if you’re working with other businesses or taking on freelancers and sub-contractors yourself.

Template Ltd Contractor Agreement - Outside IR35

Experienced contractors will understand the value of an ‘IR35 friendly’ contract. The contracts have been drawn up by leading experts at Markel Tax and IPSE is delighted to recommend them to members.

Template response email for SEISS and CJRS nudge letters

If you have received a nudge letter from HMRC, reviewed your claim, and you are satisfied it is correct, you should contact HMRC to confirm that you believe your claim to be correct. If you are an IPSE member, we have created an email template which you can use to do this.