Tools to help your plans take root
Digital resources designed for UK side hustlers, freelancers and sole traders. No jargon, no complexity, just tools that work.
Why Choose Rootstock Planning?
We create practical tools that help you manage your finances with confidence, not confusion.
Instant Downloads
Download professionally designed spreadsheets and guides that work straight away. No complex setup, no learning curve.
Built for UK Regulations
All our tools follow UK tax rules and business requirements. Stay compliant without the headache.
Built by a Qualified Accountant
Track what matters
Created by an accountant who understands the challenges of running a side hustle or small business in the UK.
Simple systems to monitor income, expenses, and growth. See your progress at a glance.
Are you ready to stop guessing about your tax bill?
If you earn money on the side — selling on Etsy, freelancing on platforms like Fiverr or Upwork, creating content on YouTube or Substack, doing gig work, or anything else alongside your day job — you probably need to file a UK Self Assessment tax return.
But knowing where to start, what records to keep, what you can claim, and how much to set aside? That's where most people get stuck.
Rootstock Planning exists to fix that. Our tools are designed specifically for people with a PAYE job and self-employment income on the side — the people that most accounting software ignores.
No expensive subscriptions. No complicated setup. Just practical, plain English tools that help you stay on top of your finances all year — so January is never a panic.
What we offer
Our Side Hustle Tax Tracker spreadsheet tracks your income and expenses throughout the year, calculates your estimated tax bill automatically, and gives you SA103-ready figures for your return. Our Self-Assessment Guide walks you through the whole process from gathering records to hitting submit. Or grab the Complete Bundle and get everything you need in one download.
All built by a qualified accountant. All available as instant downloads.
Browse our products
Free Self-Assessment Checklist
Sign up to get your free self-assessment checklist and tips on managing your self-employment finances.
Rootstock Planning
Digital tools and resources designed to help UK side hustlers, freelancers, and sole traders build sustainable financial foundations.
© 2026 All rights reserved.
Rootstock Planning is a trading name of Catherine Louise Cleator.