Free workshop for members based in England
There are some big changes coming up in the way freelance professionals will deal with the tax office. This workshop aims to get you into the right financial habits before the changes come. Essential for every freelance, this workshop will help you improve your financial management from how to work out your tax to cash flow forecasting.
The time: 10.30am – 4.30pm
Upper St Martin’s Lane
Tutor: David Thomas
Full of tips, discussion and practical exercises, this workshop will help you understand, organise and plan your finances more successfully. You’ll have the opportunity to ask questions and will receive handouts and links to useful spreadsheets and templates. It includes:
- Making the most of your money
- Types of freelancing
- How tax works and how 'Making Tax Digital' will affect you
- Getting organised to manage your finances
- VAT: important issues for freelances
- Improving the process of getting paid
- Planning for success
- How not to run out of cash.
Who should attend
Freelances who wish to improve the way in which they handle their finances. No financial training or experience is assumed.
Expected learning outcomes
The workshop aims to provide you with a better understanding of how to plan and organise your finances. You will more clearly understand the importance of good record keeping and how to maintain cash flow along with issues surrounding tax and national insurance.
POLITE REQUEST: if you are successful in obtaining a place on this workshop and, due to unforeseen circumstances, you are unable to attend, please let us know asap because we have others on the waiting list who we can allocate your place to. If you do not let us know this will disadvantage another member. Also, we may lose the funds that enable us to provide these workshops to all members including yourself.
NOTE: 1. If we were to postpone or cancel this workshop due to unforeseen circumstances (this has happened only twice in five years due to tutor illness and a tube strike), we will be unable to reimburse any costs such as pre-booked travel expenses. If this were to happen in the future, we will email and telephone you as soon as we know that there is a cancellation and attempt to re-schedule the workshop asap. 2. We are required to undertake a short equality & diversity survey, which you will need to fill in before or at the workshop. The information provided will be treated in the strictest of confidence and processed in accordance with the Data Protection Act 1998 and will help in our commitment to E & D.
IMPORTANT: Unfortunately we cannot always offer everyone who applies a place due to high demand. We set up a waiting list and contact people if there are cancellations. If you do NOT receive confirmation that you have secured a place, please do not turn up on the day because we will not be able to admit you. However, please keep applying because we work hard to ensure that everyone has the opportunity to attend at some point.
To apply for a place on this free, one-day workshop, please fill in the short application form below. You will need to login or register if you have not done so already so have your Union number to hand. All events have been over-subscribed to date so successful applicants will be chosen randomly after the cut-off date. We will let you know if your application has been successful within a couple of days of this date.
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t: 07464 306 542