Going freelance and staying there

Who is this course suitable for?

This course is suitable for any proofreader or copy-editor who wants to better understand the business aspects of working on a freelance basis.

Course description

This course sets out to deliver information on how to set up a freelance business – from the pitfalls of tax to ways of maintaining an effective work-life balance. It provides initial information on the business and organisational aspects of setting up as a freelance, including legal requirements, strategies for making contacts, organising your work effectively, keeping to deadlines and coping with loneliness. Also discussed are cash flow and how you can keep your work and home life separate.

What you should know after the course

After attending this course, which is only available as a classroom-based course, you should:

  • understand the business and organisational aspects of setting up in business as a freelance, including HMRC and National Insurance registration and record-keeping requirements

  • understand how the SfEP can help and support you with professional development and the building of effective client relationships

  • better understand how to make contacts; how to schedule your work and cope with loneliness; and how to develop strategies for maintaining an effective work-life balance.

Availability, prices and upgrade points

  Workshop Online
Price (members)   n/a
Price (non-members)   n/a
SfEP upgrade points 3 n/a
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Other price discounts are available. See the fees page.

All workshops take place over 1 day.


Workshop syllabus

Length of course: 1 day SfEP upgrade points: 3

The precise syllabus and timings may vary slightly on the day.

Syllabus and timing
9.30 Introductions
9.45 Thinking about it:
  • why do you want to work freelance?
  • considering the advantages and disadvantages
10.15 Setting up:
  • legal requirements
  • how do you register for self-assessment and NICs?
  • what expenses are allowable for tax?
  • how to protect your freelance status
  • income tax return and payment deadlines
  • should you register for VAT?
11.00 Break
11.15 Making contacts:
  • identifying and approaching potential clients
  • networking strategies
  • your CV
  • advertising
  • you and the SfEP
12.15 Getting down to work (1):
  • where to work and when
  • coping with loneliness
  • deadlines and standards
  • terms and conditions
  • intellectual property and indemnities
1.00 Lunch
1.45 Getting down to work (2):
  • pricing and invoicing
  • cash flow
  • credit control
  • organising and scheduling
3.00 Break
3.15 Documentation:
  • tracking your work
  • keeping accounts and other financial records
3.45 Looking ahead:
  • goal setting
4.15 Discussion, questions, course evaluation
4.30 Close

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Online course structure

This course is not available online.

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