Accounting for Professional Genealogists

Are you confident in handling the financial side of your genealogy business?

This practical, jargon-free talk is designed specifically for self-employed and freelance genealogists who want to better understand their tax and financial responsibilities—and get ahead of HMRC requirements. Whether you’re just starting out or have been working independently for years, you’ll gain clear, actionable advice to help you run your business with greater confidence and efficiency.

We’ll cover:

• When to start using accounting software, and recommendations that suit small professional businesses
• What a suitable spreadsheet should include if you’re not quite ready for software
• When to hire an accountant and what to look for in one
• How to complete a Self Assessment tax return, with real-world examples
• What expenses you can claim – and what not to claim
• How and when to register as self-employed with HMRC
• An introduction to Making Tax Digital – what it is, who it affects, and how to prepare
• Common pitfalls for sole traders—and how to avoid them

You’ll leave with a solid understanding of your financial responsibilities, along with practical tools and tips to stay compliant, save time, and reduce stress. Perfect for professional genealogists who want to spend less time on admin and more time doing what they love—delving into the past.

23 January 2026