Free templates and checklists for company directors

Every template here is free, complete on the page, and downloadable with no email gate. They cover the paperwork moments of company distress: proposing a Time to Pay arrangement to HMRC, asking a creditor, landlord or lender honestly for time, minuting the board's decision to take insolvency advice or appoint administrators, preparing for the liquidator's questionnaire, responding to a winding-up petition on its real deadlines, gathering the documents a liquidator needs, and handling wages and redundancy when the money has run out. Each one states its sources, with dates, from gov.uk and legislation.gov.uk, and links the matching free tool so you can put your own numbers in. They are general information, drafted to be honest with creditors and safe for directors, not legal or insolvency advice: the decisions behind them, especially whether and how to keep trading, belong in a conversation with a Licensed Insolvency Practitioner. If that conversation is overdue, ask for a free, confidential review of your situation.

Dealing with HMRC and creditors

HMRC Time to Pay proposal letter What HMRC wants to see: cause, affordability, a realistic offer. With the current phone routes. Creditor holding letter Buy a short, honest pause with a pressing creditor, and know what not to promise. Winding-up petition response checklist The 7-business-day clock, your options at each stage, and the bank freeze. Letter to your landlord about rent arrears A specific proposal before CRAR or forfeiture, and why a guaranteed lease needs care. Letter to your bank or lender Tell the lender early, ask for one thing, and avoid security that can be unwound.

Making the insolvency decision properly

Board minutes: the insolvency decision Record the decision to take advice and convene members, with the s.84, s.99 and s.248 references. Director board advice record A dated log of each solvency check, the advice taken, and when the creditor duty was reached. Excel and CSV. CVL documents checklist Everything your insolvency practitioner will ask for, gathered before the first meeting. Statement of affairs worksheet Gather the asset, liability and deficiency figures before your first meeting with an IP. Creditor list template Trade, secured, HMRC and employee creditors, split so nobody gets missed. Notice of intention to appoint administrators The directors' decision record that must go with the notice, plus the 5 and 10 business day clocks. Director's questionnaire preparation Get ready for the liquidator's or official receiver's questions before the form arrives.

Employees and wages

Cannot pay wages: director checklist Immediate steps, the wrongful trading warning, and the RPS route that pays staff. Employee redundancy letter (insolvency) The letter that also tells each employee how to claim from the Redundancy Payments Service.

Want the interactive versions? See the free tools for directors: insolvency test, petition timeline, Time to Pay affordability, director redundancy and more.

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Free templates and checklists for company directors

Dealing with HMRC and creditors

Making the insolvency decision properly

Employees and wages

Not sure which route fits?

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