Freelancers & contractors templates

Services agreements, statements of work, retainers, IR35 checks, invoicing and late payment letters for freelancers and limited company contractors.

Ready-made

Professionally structured documents, ready to fill in and use.

Word format

Download in Microsoft Word and edit every line.

Easy to adapt

Clear guidance notes on what to change for your business.

For UK businesses

Written for small and growing UK businesses.

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19 documents

Freelancers & contractors templates

Services agreements, statements of work, retainers, IR35 checks, invoicing and late payment letters for freelancers and limited company contractors.

One price for the whole category

All 19 freelancer & contractor documents for £29

Buy the pack once and get every document below as an editable Word file, with guidance notes to help you adapt each one.

£29for all 19

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All 19
Agreements 6
Policies 1
Letters 3
Forms & records 9

Agreements

Signed by everyone involved
Freelance Services Agreement (Business Clients)Freelancer-friendly terms of business for working with business clients – scope and statements of work, client responsibilities, changes, fees and deposits, invoicing and late payment, intellectual property and licences, confidentiality, data protection, liability caps, independence and termination.6 pagesRead more ›Monthly Retainer AgreementAn agreement for ongoing freelance work on a monthly retainer – hours or deliverables included, priority and response times, rollover and overage, scheduling, fees paid in advance, minimum term, reviews, notice and the freelancer’s independence.4 pagesRead more ›Terms of Business for Private (Consumer) ClientsTerms for freelancers who work for individuals rather than businesses – tutors, coaches, therapists, trades, photographers, designers – covering bookings, fees, the statutory 14-day cancellation right, missed appointments, the client’s legal rights, liability and complaints.5 pagesRead more ›Freelance Subcontractor Agreement (Freelancer Engaging Another Freelancer)An agreement for when a freelancer or small agency brings in another freelancer to help with client work – back-to-back obligations, client confidentiality, non-solicitation of the end client, intellectual property flowing to the client, payment when paid, quality, insurance and termination.4 pagesRead more ›Limited Company Contractor Agreement (Contractor Company and Client)A contract for a contractor’s limited company providing services to a client – services and deliverables, the right of substitution, contractor’s control of methods, fees and invoicing, expenses, defects at the contractor’s cost, insurance, IP, confidentiality, data, status determinations and termination.6 pagesRead more ›Freelancer Data Processing Terms (Article 28 UK GDPR)Concise data processing terms for freelancers who handle personal data on behalf of clients – subject matter and instructions, confidentiality, security measures, sub-processors, international transfers, assistance, breach notification, deletion and audit – with a processing schedule.4 pagesRead more ›

Forms & records

Collect and record information
Statement of Work, Change Request and Project Sign-Off FormsA statement of work template that defines scope, deliverables, exclusions, timetable, milestones, revisions, acceptance and fees for a freelance project – with a change request form and a project completion and sign-off form.6 pagesRead more ›Freelance Proposal and Quotation TemplateA persuasive, professional proposal for freelance work – understanding of the brief, approach, deliverables, timetable, pricing options, why you, assumptions and next steps – with a short-form quotation and validity terms.5 pagesRead more ›Umbrella Company Due Diligence ChecklistChecks for contractors, recruitment agencies and end clients before using an umbrella company – accreditation, payslip and key information document, PAYE and holiday pay compliance, warning signs of tax avoidance schemes – reflecting the April 2026 rules making agencies liable for umbrella PAYE.4 pagesRead more ›Invoice Template and Payment Terms Pack for FreelancersA professional invoice layout with all legally required details for sole traders and limited companies (and VAT invoices if registered), standard payment terms wording, a deposit request, a credit note and a payment reminder schedule.4 pagesRead more ›Client Onboarding Questionnaire and Welcome PackA new client questionnaire covering business details, contacts, goals, brand and access requirements, invoicing and approval processes – with a welcome letter explaining how you work, communication and response times, and an onboarding checklist.5 pagesRead more ›Testimonial, Case Study and Portfolio Permission FormA permission form for using client testimonials, logos, case studies and work samples in your portfolio and marketing – what can be used, where, for how long, approval of wording, confidential information and withdrawal of consent.3 pagesRead more ›Self-Employed Records, Tax and Making Tax Digital ChecklistA year-round checklist for freelancers and sole traders (and notes for limited company contractors) – registering, record-keeping, allowable expenses, the trading allowance, payments on account, National Insurance, VAT, Making Tax Digital for Income Tax, student loans, pensions and key deadlines.5 pagesRead more ›Freelancer Insurance, Risk and Business Continuity ChecklistA practical risk review for freelancers – insurance (professional indemnity, public liability, cyber, equipment, income protection), contract risks, cyber security, client concentration, illness and holiday cover, backups and a one-page continuity plan.5 pagesRead more ›Freelance Pricing and Day Rate WorksheetA worksheet to work out a sustainable day rate and project prices – target income, business costs, tax and pension, billable days after holidays, admin and sickness, value-based pricing, rate reviews and a price increase letter.5 pagesRead more ›

Freelancers & contractors pack

£29

for all 19 documents

  • Editable Word files
  • Guidance notes in every document
  • Written for UK businesses
  • Download and keep
Get the packOr every category with All-Access – £295 a year

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Credit control policy

Set your payment terms, credit limits and collection process.

Word document

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First payment reminder letter

A friendly reminder when an invoice becomes overdue.

Word document

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Final demand letter

A firm final request before taking further action.

Word document

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Late payment interest and compensation letter

Claim statutory interest and compensation on late commercial payments.

Word document

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Payment plan agreement

Agree instalments with a customer who is behind on payments.

Word document

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Customer credit application form

Collect the details you need before offering credit.

Word document

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Expenses policy

Explain what staff can claim and how to claim it.

Word document

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Financial procedures manual

Document how money is handled, approved and recorded in your business.

Word document

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All 19 documents in this category come together as one pack for £29. Templates are a starting point – for anything complex or high-value, we recommend having your final document checked by a solicitor.

How it works

Your documents in three steps

Every template is a Word document you can download, adapt and use straight away.

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Download and adapt

Open in Word, follow the guidance notes and make it your own.

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Our sister firm, AML Accountancy Solutions, is an award-winning accountancy practice helping businesses and individuals across the UK with their accounts, tax, bookkeeping and payroll.

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Part of AML Finance Group

Need an accountant too?

Our sister firm, AML Accountancy Solutions, is an award-winning accountancy practice helping businesses and individuals across the UK with their accounts, tax, bookkeeping and payroll.

Visit AML Accountancy Solutions