Understanding the financial health of your business is vital for making informed financial decisions. Yet, too many self-employed businesses fail to employ diversification or investment strategies that could protect and grow their wealth. We’ve teamed up with our independent financial advice partners, Chase de Vere, and tax experts, Taxd, for an in-person event in London that’s designed to challenge the way you think about and manage your finances.

Our expert-led sessions are specifically designed to cover all aspects of financial planning, allowing you to make the most informed decisions for your future. These specialist speakers will then be free for 1-2-1 sessions where they can answer specific questions about your finances and investment opportunities. Further online 1-2-1 sessions are available to book as well.

Timings

5.30 – 5.45pm: Registration

Registration and welcome drink

5.45 – 6.45pm: Financial planning

Join Rhian Lawson, Chartered Financial Planner at Chase de Vere. Over the course of 60-minutes, Rhian will dive into the essential elements of a robust financial plan designed specifically for the self-employed. Whether you’re just starting out or looking to refine your strategies, this in-person event will provide you with actionable insights to secure your financial future.

Key topics covered:

  • Pensions: Addressing the self-employed pension gap—fewer than 16% of the self-employed contribute to a private pension. Learn how to bridge this gap and safeguard your retirement.
  • Investing: Discover smart savings and investment strategies, helping you grow your wealth.
  • Protection: Explore essential insurance options to protect your income, business, and personal assets.
  • Estate Planning: Understand inheritance tax allowances and how they apply to your estate, ensuring your legacy is protected.

Important disclaimers: Investments can go down as well as up, and you may get back less than you originally invested. Tax planning is not regulated by the Financial Conduct Authority (FCA).

6.45 – 7.00pm: Break & networking
7.00 – 8.00pm: Tax and accounts

Join Arjun Kumar from tax experts Taxd for a 60-minute session exploring the key tax and accounting consideration for the self-employed.

Key topics covered:

  • Tax: Understanding the tax implications for self-employed individuals
  • Business accounts: Setting up and managing business accounts effectively
  • Budgeting: Practical strategies for budgeting and managing cash flow
  • Expenses: Understanding business expenses
  • Invoicing & payments: Best practice for invoicing clients and managing payments
8.00pm – 9.00pm: Networking

Networking, refreshments and dedicated 1-2-1 sessions (more details available soon).

Registration

Don’t miss this opportunity to give your financial plan a thorough check-up with expert guidance. Secure your spot today! Please register via Eventbrite or at the ‘Book now’ link below to register for this event.

This event is in person only. The sessions will not be recorded or available online.

IPSE members: £10 + VAT

Non-members: £20 + VAT

Attendees will get access to all live sessions, 1-2-1’s and refreshments.

Book your 1:1 consultation

If you are interested in having a 1:1 with Chase de Vere on the evening of the event, please email events@ipse.co.uk to arrange a booking. Note bookings are allocated on a first come first served basis.

Connecting you no matter where you are on your journey

Join us for our first edition of Community networking event with our friends at The Portfolio Collective (a community-led business of portfolio professionals). This is the perfect opportunity to expand your connections in a fun, fast hour of networking, meet and discuss all things portfolio careers and discover the many ways you can work differently!

How it works

These networking sessions will be run via Zoom. During the 60 minutes, you’ll be split into breakout rooms in small groups that change every 10 minutes, allowing you to meet as many people as possible.

Peer-to-peer networking

You’re invited to step out of your comfort zone and connect with a community of portfolio professionals on the same journey as you. We’re a friendly bunch – we promise! You really never know who you might meet (or who might just be wowed by your story).

Book your place

Please book your place via The Portfolio Collective website.

IPSE will head to Manchester, Bristol, Glasgow, and London during the week of National Freelancers Day.

Events will be hosted at AndCo venues to bring freelancers together to master new skills, meet other local freelancers and co-work alongside one another for a day.

Venue: Shaman @ the Zedwell Hotel, Great Windmill Street, Piccadilly, London W1D 7DH

Date & timings: Wednesday 19th June, 10.00am – 4.00pm

There will be a co-working area where you can use the superfast Wi-Fi for working.

Get detailed and confidential 1-2-1 feedback on your CV and/or LinkedIn profile: The CV and Interview Advisors are offering a complimentary CV & LinkedIn profile appraisal specifically for contracts and freelancers. To book a slot, select this option when registering.

Registration: IPSE members and non-members can attend free of charge but please sign up in advance. Book now.

iPhone users may experience issues with the Eventbrite app. If this occurs, please use your web browser to book tickets.

View the National Freelancers Day website to book!

 

IPSE will head to Manchester, Bristol, Glasgow, and London during the week of National Freelancers Day.

Events will be hosted at AndCo venues to bring freelancers together to master new skills, meet other local freelancers and co-work alongside one another for a day.

Venue: Glasgow coworking at The Studio, 67 Hope St, Glasgow G2 6AE

Date & timings: Tuesday 18th June, 10.00am – 4.00pm

There will be a co-working area where you can use the superfast Wi-Fi for working.

Harvey Rose, the Community Manager from Gigged AI, will provide a talk on the ‘future of freelancing’: Harvey will discuss freelance platforms and how to get the most out of them, the best ways to further your freelance business covering things like communities and AI tools followed by a Q&A.

Registration: IPSE members and non-members can attend free of charge but please sign up in advance.

iPhone users may experience issues with the Eventbrite app. If this occurs, please use your web browser to book tickets.

View the National Freelancers Day website to book!

IPSE will head to Manchester, Bristol, Glasgow, and London during the week of National Freelancers Day.

Events will be hosted at AndCo venues to bring freelancers together to master new skills, meet other local freelancers and co-work alongside one another for a day.

Venue: Manchester coworking at Clayton Hotel Manchester City Centre, 55 Portland Street, M1 3HP

Date & timings: Tuesday 18th June, 10.00am – 4.00pm

Presentation on how to resolve client disputes:

There will be a co-working area where you can use the superfast Wi-Fi for working. At lunchtime attendees will hear from Markel on how to resolve client disputes.

Disagreements are inevitable in business and some of these can give rise to disputes, no matter what you do to reduce the risk of this happening. Resolving these can be stressful, time-consuming and expensive.

In this lunch and learn session, Aaron Marshall – Markel Law Partner and Head of Legal Expenses Insurance, explains how to effectively manage and resolve business disputes including:

Business insurance 1-2-1 sessions: Get confidential guidance from Husain Masoud from Markel’s Customer Service team, who will provide free business insurance sessions. To book a 1-2-1 session, please select this option when registering.

Get detailed and confidential 1-2-1 feedback on your CV and/or LinkedIn profile: The CV and Interview Advisors are offering a complimentary CV & LinkedIn profile appraisal specifically for contracts and freelancers. To book a 1-2-1 session, please select this option when registering.

Registration: IPSE members and non-members can attend free of charge but please sign up in advance. Book now.

iPhone users may experience issues with the Eventbrite app. If this occurs, please use your web browser to book tickets.

View the National Freelancers Day website to book!

 

IPSE will head to Manchester, Bristol, Glasgow, and London during the week of National Freelancers Day.

Events will be hosted at AndCo venues to bring freelancers together to master new skills, meet other local freelancers and co-work alongside one another for a day.

Venue: Bristol coworking at MOXY Hotel Bristol, 55 Newfoundland Circus, St Paul’s, Bristol BS2 9AP

Date & timings: Monday 17th June, 10.00am – 4.00pm

There will be a co-working area where you can use the superfast Wi-Fi for working. At midday, Jen Maynard, Business Strategist and Coach, will deliver a talk to attendees.

Refocus your efforts: Maximise productivity & business profits in 2024

Join Jen Maynard, MomBoss Business Strategist & Coach for the Bristol National Freelancers Day lunchtime learning session!

Learn key business strategy techniques to optimise time and prioritise profit activities, so you can propel your business growth increasing monthly profits in 2024!

This session will:

Registration: IPSE members and non-members can attend free of charge but please sign up in advance. Book now.

iPhone users may experience issues with the Eventbrite app. If this occurs, please use your web browser to book tickets.

View the National Freelancers Day website to book!

Save the date! National Freelancers Day is back on Thursday 20th June 2024.

Join IPSE for a celebration of all things freelance, and an opportunity for freelancers across the country to look to the year ahead.

More information on the activities you can join on the day will be available soon.