Starting a business templates

Business plans, budgets, checklists and agreements to help you start your business on the right footing.

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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20 documents

Starting a business templates

Business plan, budget and cash flow, choosing a structure, founders' agreement, tax registration and a 90-day launch plan.

One price for the whole category

All 20 starting a business documents for £20

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

£20for all 20

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All 20
Agreements 2
Policies 3
Forms & records 15

Forms & records

Collect and record information
Business Plan TemplateA complete, section-by-section business plan with guidance and a worked example, ready for your bank, investor or your own planning.14 pagesRead more ›Business Start-Up ChecklistEvery step from idea to first sale, with separate columns for sole traders, partnerships and limited companies.9 pagesRead more ›Choosing a Business Structure GuideCompare sole trader, partnership, LLP and limited company on tax, liability, admin, credibility and funding – then record your decision.7 pagesRead more ›Market Research Plan and Customer SurveyPlan your research, test demand before you spend, and gather customer views with a ready-to-use survey and interview guide.10 pagesRead more ›Pricing Strategy WorksheetWork out your true costs, set prices that make a profit, understand margin versus markup and find your break-even point.9 pagesRead more ›Insurance Checklist for New BusinessesWork out which cover is compulsory, which you need and how much – then compare quotes and keep your policies on track.7 pagesRead more ›Registering for Taxes ChecklistRegister with HMRC for the right taxes at the right time – Self Assessment, corporation tax, VAT, PAYE, CIS and Making Tax Digital.10 pagesRead more ›Domain, Brand and Trade Mark ChecklistChoose a name you can actually use, secure the domain and handles, follow Companies House name rules and protect your brand.8 pagesRead more ›Supplier Comparison and Selection FormCompare up to three suppliers fairly with must-have checks, a weighted scoring matrix and a recorded decision.8 pagesRead more ›Home Business and Working from Home ChecklistCheck planning, mortgage or lease consent, business rates, insurance and tax before you run a business from home.8 pagesRead more ›First Employee ChecklistEverything to set up before and after you take on your first employee, from PAYE and right to work to pensions and insurance.8 pagesRead more ›Business Bank Account and Record-Keeping GuideChoose the right business bank account and keep the records HMRC and Companies House expect, for the right length of time.7 pagesRead more ›Business Continuity Plan for Start-upsA one-page continuity plan, a simple risk assessment and action checklists so a small business can keep going when things go wrong.8 pagesRead more ›Funding Options and Loan Application ChecklistCompare the main ways to fund a new UK business and put together a complete, lender-ready application pack.7 pagesRead more ›Sole Trader to Limited Company Transfer ChecklistMove an existing sole trader business into a new limited company in the right order, covering tax reliefs, VAT, contracts, staff, banking and insurance.9 pagesRead more ›

Starting a business pack

£20

for all 20 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 20 documents in this category come together as one pack for £20. 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.

1

Choose your documents

Browse the categories and pick the pack you need.

2

Buy securely online

Pay £20 for the whole category pack, or join All-Access for every category.

3

Download and adapt

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

Need a document written for you?

If you can’t find what you need, we can prepare a document around your business. Tell us what you’re looking for.

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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.

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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