Ultimate Guide to Financial Planning and Forecasting

This handy eBook shines a light on what good financial planning and forecasting looks like and why it’s so important, as well as outlining the advantages of well-thought-out financial planning for contractors and what to do if you simply don’t have the time to manage this yourself

What's in the guide?

  • What is financial planning?
  • The process of financial planning
  • Why it's important to plan
  • Revising financial forecasts
  • Help with financial planning

Why Brookson?

For over 20 years, we’ve provided accountancy, tax and support services to over 90,000 contractors, freelancers and self-employed professionals - it’s what we specialise in and it means we’ve been able to develop a unique service that is innovative, friendly and easy to use.

  • Know your tax position when you need to – with daily* updates from Brookson
  • Know how much you can safely withdraw from your business, without spending the taxman’s money
  • Realise your earning potential – now and for the future, with advice on pensions, investments and wealth planning
  • Benefit from FREE and unlimited employment status reviews (IR35)
  • Get support every step of the way
  • Specialist Advisors available 6 days a week†
Download Guide

Speak to an Advisor

     

"You take away the pain of understanding all the tax requirements and associated returns, which allows me to focus on my role as an IT contractor."

Ian Tunstill
     

"As I am newly self-employed, I have had lots of questions and Brookson have always been extremely helpful and ensuring I fully understand. I would not hesitate to recommend them."

Shelley Connor

*Excludes weekends and bank/public holidays. † Specialist Advisors available six days a week, Monday to Friday, 8am-6pm and Saturday, 9am-1pm. Excludes bank/public holidays.