💰 Finance & Invoicing
🧾
UK Invoice Template
Professional Excel invoice template compliant with HMRC requirements. Auto-calculates totals and VAT. Includes invoice log and instructions. For VAT and non-VAT registered businesses.
📥 Download Free
📊
Cash Flow Forecast Template
12-month cash flow forecast spreadsheet. Essential for planning and for bank/investor applications.
📥 Download Free
📈
Profit & Loss Template
Monthly P&L spreadsheet for tracking income and expenses. Automatically calculates gross and net profit.
📥 Download Free
💳
Expense Tracker Template
Track all business expenses by category. Includes mileage log, receipts summary, and monthly totals.
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📋
Business Budget Template
Annual business budget planner with variance tracking. Compare actual vs budgeted figures month by month.
📥 Download Free
⏰
Late Payment Letter Template
Three-stage debt recovery letter series — reminder, formal demand, and final notice before legal action.
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⚖️ Legal & Contracts
🤝
Client Service Agreement
Professional services contract covering scope of work, payment terms, IP ownership, and termination clauses. UK law compliant.
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🔒
Non-Disclosure Agreement (NDA)
Mutual and one-way NDA templates for protecting confidential business information. Suitable for UK businesses.
📥 Download Free
📜
Terms & Conditions Template
Website and service T&Cs template covering consumer rights, liability, and dispute resolution under UK law.
📥 Download Free
🛡️
Privacy Policy Template
GDPR-compliant privacy policy template for UK businesses. Covers data collection, processing, and subject rights.
📥 Download Free
🏢
Shareholder Agreement Template
Basic shareholder agreement covering share classes, voting rights, dividend policy, and exit provisions.
📥 Download Free
🏠
Freelancer Contract Template
IR35-aware contractor agreement covering deliverables, payment, IP rights, and termination. Suitable for UK freelancers.
📥 Download Free
👥 HR & Employment
📝
Employment Contract Template
Full-time and part-time employment contract compliant with UK employment law. Includes all statutory requirements.
📥 Download Free
📋
Job Description Template
Professional job description template with sections for responsibilities, requirements, and company overview.
📥 Download Free
🤝
Offer Letter Template
Formal job offer letter covering salary, start date, probation period, and key terms of employment.
📥 Download Free
📊
Employee Handbook Template
Comprehensive employee handbook covering company policies, leave entitlements, disciplinary procedures, and more.
📥 Download Free
⚠️
Disciplinary Procedure Template
Formal disciplinary procedure and letter templates — verbal warning, written warning, and final warning.
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🏖️
Holiday Request Form
Simple holiday request and approval form. Includes annual leave tracker spreadsheet for the full team.
📥 Download Free
📣 Marketing & Sales
📋
Business Plan Template
Full business plan template with executive summary, market analysis, financial projections, and operational plan sections.
📥 Download Free
📊
Marketing Plan Template
12-month marketing plan covering objectives, target audience, channel strategy, budget, and KPIs.
📥 Download Free
💼
Business Proposal Template
Professional client proposal template with executive summary, solution overview, pricing, and next steps.
📥 Download Free
📧
Email Newsletter Templates
5 HTML email templates for welcome series, monthly newsletter, promotional offers, and re-engagement campaigns.
📥 Download Free
⚙️ Operations & Health & Safety
⚠️
Risk Assessment Template
General workplace risk assessment template compliant with UK Health & Safety regulations. Includes hazard identification and control measures.
📥 Download Free
🔥
Fire Safety Risk Assessment
Fire risk assessment template for small business premises. Legally required for all non-domestic premises.
📥 Download Free
📋
Meeting Agenda & Minutes Template
Professional meeting agenda and minutes template for board meetings, team meetings, and client meetings.
📥 Download Free
🎯
SWOT Analysis Template
Visual SWOT analysis template for strategic planning. Includes guidance notes and example completed version.
📥 Download Free
