What will you learn?

This session will cover the key questions about retirement income strategies, including:

  • The basics: how do annuities and drawdown work?
  • Strategies for self-employed individuals with fluctuating incomes.
  • Better ways to manage outgoings in the early years of retirement.
  • The pros and cons of taking your 25% tax-free lump sum early.
  • Why the money purchase annual allowance (MPAA) matters.
  • How pensions fit into your overall financial plan.

With expert insights from independent financial advisers at Chase de Vere, this webinar will provide valuable information to help you make more confident, informed decisions about your future.

Don’t miss this opportunity to take control of your retirement planning. Secure your spot today and ensure you are prepared for the next stage of your financial journey.

Registration

IPSE members: free to attend

Non-members: £15 (+ VAT)

Attendees will get access to the live webinar and the post-event recordings.

Please register via Eventbrite to join this event.

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.

What you’ll learn

IPSE was started twenty-five years ago in direct opposition to IR35 and we are still campaigning today. Over the years we’ve pushed for and achieved improvements to the rules, we’ve staunchly opposed damaging reforms, we’ve had a few moments of optimism and near misses but ultimately IR35 is still on the statute book and still causing big problems for contractors.

In this webinar IPSE’s Director of Policy, Andy Chamberlain, Senior Policy and Communications Adviser, Fred Hicks, and Senior Research and Policy Officer, Josh Toovey, will discuss how IR35 has changed, what the future for IR35 looks like and why we still believe IR35 should be scrapped.

The webinar will cover:

  • IPSE’s campaigning – past and present
  • Potential solutions –
    • IPSE’s Freelancer Limited Company concept
    • The engager’s levy
    • What’s being proposed by other organisations
    • How a change to employment status rules could improve IR35

As always, there will be an opportunity to ask questions on the day – alternatively, you can submit your questions in advance when registering for the event.

Registration

IPSE members: free to attend

Non-members: £15 (+ VAT) for 1 webinar or £30 (+ VAT) for all 3 webinars in the IR35 series.

Attendees will get access to the live webinar and the post-event recordings. If the webinar has already passed you will get access to a recording of the event only.

Please register via Eventbrite to join this event.

IR35 webinar series

This webinar is part of the IR35 webinar series that IPSE are hosting. The IR35 legislation (and it’s younger sibling, the off-payroll working rules) is as complex and unpredictable as ever. That’s why, starting in February, the IPSE Policy team will be hosting a short series of IR35 webinars covering everything from the basics of what IR35 is right through to IPSE’s campaigning for a change to the law.

Whether you’re a seasoned professional looking to brush up on your IR35 knowledge, or a prospective freelancer in need of an introduction to the rules before launching your contracting career – we’re aiming to offer something for everyone in this series.

The IR35 webinars in this series are:

  • IR35 for absolute beginners on 11 February
  • Determining IR35 status: What does the case law say? on 11 March
  • IPSE and IR35: Campaigning for a change to the law on 1 April

What you’ll learn

Working out when IR35 applies and when it doesn’t is notoriously complex. In this webinar IPSE’s Director of Policy, Andy Chamberlain, and Senior Policy and Communications Adviser, Fred Hicks, will examine the case law that sets out employment status rules and governs IR35 disputes. We will look closely at the recent Supreme Court judgement which clarified points of the law.

The webinar will answer the following questions:

  • The key criteria (substitution, control and mutuality of obligation) – what do they mean?
  • What are ‘business-on-own-account’ tests?
  • What does PGMOL tell us about how we should consider status?
  • How accurate is HMRC’s Check Employment Status for Tax (CEST) tool?

As always, there will be an opportunity to ask questions on the day – alternatively, you can submit your questions in advance when registering for the event.

Registration

IPSE members: free to attend

Non-members: £15 (+ VAT) for 1 webinar or £30 (+ VAT) for all 3 webinars in the IR35 series.

Attendees will get access to the live webinar and the post-event recordings. If the webinar has already passed you will get access to a recording of the event only.

Please register via Eventbrite to join this event.

IR35 webinar series

This webinar is part of the IR35 webinar series that IPSE are hosting. The IR35 legislation (and it’s younger sibling, the off-payroll working rules) is as complex and unpredictable as ever. That’s why, starting in February, the IPSE Policy team will be hosting a short series of IR35 webinars covering everything from the basics of what IR35 is right through to IPSE’s campaigning for a change to the law.

Whether you’re a seasoned professional looking to brush up on your IR35 knowledge, or a prospective freelancer in need of an introduction to the rules before launching your contracting career – we’re aiming to offer something for everyone in this series.

The IR35 webinars in this series are:

  • IR35 for absolute beginners on 11 February
  • Determining IR35 status: What does the case law say? on 11 March
  • IPSE and IR35: Campaigning for a change to the law on 1 April

IR35 webinar series

The IR35 legislation (and it’s younger sibling, the off-payroll working rules) is as complex and unpredictable as ever. That’s why, starting in February, the IPSE Policy team will be hosting a short series of IR35 webinars covering everything from the basics of what IR35 is right through to IPSE’s campaigning for a change to the law.

Whether you’re a seasoned professional looking to brush up on your IR35 knowledge, or a prospective freelancer in need of an introduction to the rules before launching your contracting career – we’re aiming to offer something for everyone in this series.

The IR35 webinars in this series are:

  • IR35 for absolute beginners on 11 February
  • Determining IR35 status: What does the case law say? on 11 March
  • IPSE and IR35: Campaigning for a change to the law on 1 April

What you’ll learn

In this webinar IPSE’s Director of Policy, Andy Chamberlain, and Senior Policy and Communications Adviser, Fred Hicks, will explain the fundamental principles of IR35 and the recent changes to the rules.

The webinar will answer the following questions:

  • What is IR35 (and why is it so controversial)?
  • What brought about the introduction of IR35?
  • What were the changes in the public and private sectors?
  • Who’s responsible for determining status and who is liable for the tax?

As always, there will be an opportunity to ask questions on the day – alternatively, you can submit your questions in advance when registering for the event.

Registration

IPSE members: free to attend

Non-members: £15 (+ VAT) for 1 webinar or £30 (+ VAT) for all 3 webinars in the IR35 series

Attendees will get access to the live webinar and the post-event recordings.

Please register via Eventbrite to join this event.

What will you learn?

Inheritance Tax (IHT) can take a significant bite out of the wealth you plan to pass on. With recent changes announced in the Budget, understanding how IHT works – and what you can do to reduce its impact – has never been more important.

Join Chase de Vere, IPSE’s partner for independent financial advice, for a webinar designed specifically for self-employed professionals.

What we’ll cover

  • The latest changes to inheritance tax rules
  • How IHT could affect your estate and your family
  • Practical strategies to help you reduce your IHT liability
  • How to plan ahead and protect your wealth for the next generation

Why attend?

Whether you’re self-employed, running a business, or managing your financial future, this webinar will give you the tools and knowledge to plan effectively and reduce unnecessary tax burdens.

Important disclaimer

  • The Financial Conduct Authority (FCA) does not regulate taxation and trust planning. Tax treatment depends on individual circumstances and may change in the future.

Registration

IPSE members: free to attend

Non-members: £15 (+ VAT)

Attendees will get access to the live webinar and the post-event recordings.

Please register via Eventbrite to join this event.

If you’d prefer to speak to an adviser sooner, you can also book a complimentary initial consultation with a Chase de Vere expert here.

Register now!

What will you learn?

In light of recent changes at the Budget, it’s more important than ever to be on top of your financial options as a company director. From investing into a pension or ISA to withdrawing funds from your business and filling your accounts, our experts at Taxd have all of the answers to your burning tax questions.

Join us for an insightful 60-minute webinar specifically tailored to company directors, where we’ll unpack the recent changes to tax and share actionable tips that will help you stay tax-efficient.Presented by tax experts Arjun Kumar and Eamon Shahir from Taxd, this webinar will focus on:

  • Tax takeaways from the Budget
  • Pensions and later life saving for company directors
  • Maximising the way you withdraw funds from a limited company
  • Top tips for filling your accounts

Interactive Q&A Session

As always, there will be an opportunity to ask questions on the day – alternatively, you can submit your questions in advance when registering for the event.

Registration

IPSE members: free to attend

Non-members: £15 (+ VAT)

Attendees will get access to the live webinar and the post-event recordings.

Please register via Eventbrite to join this event.

The government has promised to make significant changes to the work landscape, with intentions to introduce a single status of worker (for all but the genuinely self-employed), potential restrictions on zero-hour contracts and the establishment of a new enforcement body – the Fair Work Agency. The Chancellor is also eyeing up possible tax rises in the Autumn Budget which could hit businesses. But what does all this mean for those who work for themselves? 

Join this webinar hosted by IPSE’s Andy Chamberlain, Chris Bloor from Caroola and Seb Maley from Qdos where they’ll be discussing the following questions:

Interactive Q&A Session

As always, there will be an opportunity to ask questions on the day – alternatively, you can submit your questions in advance when registering for the event.

Registration

IPSE members: free to attend

Non-members: £15 + VAT

Attendees will get access to the live webinar and the post-event recordings.

To sign up to an event you will need an IPSE account. In your account you can view all your past and current event bookings, invoices, join online events, exclusive content and much more, all in one place.

With remote work on the rise, self-employed individuals from the UK must navigate complex tax rules when working from different countries or engaging with clients across the world. 

Whether you’re a digital nomad, an expat, or considering working abroad, understanding your tax obligations is crucial.

This webinar, hosted by IPSE Andy’s Chamberlain and led by UK expat tax experts Arjun Kumar and Eamon Shahir from Taxd, will provide key strategies to manage cross-border tax obligations and stay compliant.

This webinar will cover:

Sign up to learn more if you’re working abroad, or considering it!

Interactive Q&A Session

As always, there will be an opportunity to ask questions on the day – alternatively, you can submit your questions in advance when registering for the event.

Registration

IPSE members: free to attend

Non-members: £15 + VAT

Attendees will get access to the live webinar and the post-event recordings.

To sign up to an event you will need an IPSE account. In your account you can view all your past and current event bookings, invoices, join online events, exclusive content and much more, all in one place.

Register now

Tax status  and its implications has been a long-standing issue for many self-employed professionals and their end clients.

With legislative updates over the years and a range of factors to consider when determining tax status, self-employed tax status can be difficult to understand, and comes with dire consequences if you get it wrong.

In this webinar hosted by IPSE Andy’s Chamberlain and presented by Danny Batey, Senior Consultant at Markel Tax, explains all you need to know about self-employed tax status, including:

  • How self-employed tax status is decided
  • What are the key status tests
  • Who is responsible for determining status and who holds the tax & NIC liability for getting it wrong
  • CEST and HMRC’s Employment Status Manual
  • HMRC’s favourite industries and professions when enquiring into self-employed status
  • Common tax status myths
  • What is S44 and who could it apply to
  • What can we expect over the next 12 months
Interactive Q&A Session

As always, there will be an opportunity to ask questions on the day – alternatively, you can submit your questions in advance when registering for the event.

Registration

IPSE members: free to attend

Non-members: £15 + VAT

Attendees will get access to the live webinar and the post-event recordings.

To sign up to an event you will need an IPSE account. In your account you can view all your past and current event bookings, invoices, join online events, exclusive content and much more, all in one place.

Operating as a sole trader is a simple way to work, but you need to know what you’re doing if you’re going to maximise your income.

In this webinar, hosted by IPSE’s Director of Policy Andy Chamberlain and Workwell, we will explore everything you need to know about setting up and working as a sole trader.

In this webinar we’ll look at:

Questions

As always, there will be an opportunity to ask questions on the day – alternatively, you can submit your questions in advance when registering for the event.

This webinar is free to attend for IPSE members. Non-members can also attend at a cost of £15 + registration fees.

Book now

With the 2023/24 tax year nearing its end, freelancers across the UK face a crucial period for financial planning. This webinar will explain everything you need to know about submitting a tax return as a self-employed individual and break down some of the more important aspects to consider at this time in order to avoid unecessary tax liabilities.

Join this webinar with Lucy Cohen, co-founder from Mazuma (online accountant for small and micro-businesses), who will talk through the self-assessment tax return process and how to make submitting one as painless as possible.

The webinar will cover:

There will be plenty of opportunities to ask questions during the event but you can also submit questions in advance when you register.

This webinar is free to attend for IPSE members. Non-members can also attend at a cost of £15 + registration fees.

Book now