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.

John Charcol: Guide Buy-To-Let For The Self-Employed

In this guide, you’ll find all the information you need on financing your buy-to-let purchase as a self-employed professional, calculating things like your rental yield and capital appreciation, the tax implications that come with purchasing a buy-to-let and other costs you may want to consider. As well as how to choose the right buy-to-let property.

IPSE Cashflow template

A resource designed to help freelancers estimate and manage their business finances.

The Path to Prosperity

This new piece of research by IPSE and Sherpa sheds light on the financial welfare of the self-employed and the measures to ensure that self-employment is a sustainable, fulfilling and financially rewarding way of life.

How to Solve the Self-Employed Pensions Crisis

Automatic Enrolment will not diffuse the ‘ticking timebomb’ that is the self-employed pensions crisis, a new landmark report by IPSE has found.

Guide to Planning for Retirement

This guide on Planning for Retirement from Close Brothers Asset Management will provide you with a road map for ensuring you can retire comfortably when the time comes.