Templates
Working templates for the documents you'll write again and again. Built for the realities of UK SMEs and updated against current law.
These aren't downloads behind an email gate. They're full templates on the page — copy them, edit the highlighted bits, paste them where you need. Each one explains what every clause does so you can adjust with confidence.
Planning
Business plan template
An eight-section UK business plan formatted for bank loan and Start Up Loan applications. Copy, paste, fill in the brackets.
OpenHiring
Employment contract
A compliant written statement of employment particulars covering all terms required by UK law from day one. Updated for the Employment Rights Act 2025.
OpenCompliance
Website privacy policy
A UK GDPR-compliant privacy policy for a standard small business website. Covers data collection, lawful basis, individual rights, and cookies.
OpenSales
UK invoice template
The minimum legal requirements for a UK invoice — plus VAT, payment terms and late-payment language.
OpenLegal
Mutual NDA
A short, fair, bilateral non-disclosure agreement for early conversations with partners or hires.
OpenPeople
Contractor agreement
IR35-aware terms for engaging a UK freelancer or contractor — written for clarity not length.
OpenFinance
12-month cashflow forecast
A simple monthly cashflow model and the assumptions to fill in. Spreadsheet-ready.
OpenTemplates are a starting point, not legal advice. For complex situations — large contracts, share issues, employment disputes — talk to a solicitor.
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Business banking
Reader offerTide Business Account
Up to £200 cash
£75 after at least £100 of eligible Tide card transactions in 30 days, plus £125 when the separate Tide Instant Saver milestone is met.
REFER200New customers only. Terms, eligibility and payment timing apply.
Business credit card
Reader offerCapital on Tap Business Credit Card
7,500 bonus points
7,500 bonus points after a completed qualifying card or cash transaction in the three months after approval, subject to Capital on Tap’s current partner terms.
SETTINGUP18+, UK-resident qualifying company applicants. Credit subject to status and affordability.
18+ and UK requirements apply. Tide: £75 after at least £100 of eligible Tide card transactions in 30 days, plus £125 when the separate Tide Instant Saver milestone is met. New customers only. Terms, eligibility and payment timing apply. Capital on Tap: 7,500 bonus points after a completed qualifying card or cash transaction in the three months after approval, subject to Capital on Tap’s current partner terms. 18+, UK-resident qualifying company applicants. Credit subject to status and affordability. We may receive a commission if you sign up; it does not change the provider’s offer or pricing.