Annual Projects

Experienced UK Tax Adviser-Prepare and Submit ERS Return

We are looking for an experienced UK tax professional to prepare and submit an Employment Related Securities (ERS) annual return to HMRC. Project Details: Prepare and submit the ERS annual return to HMRC. Review the information provided and ensure the return is completed accurately. Although the statutory filing deadline is 6 July 2026, we require the return to be submitted no later than 3 July 2026. Advise if any additional information is required before submission. Provide evidence that the return has been successfully submitted to HMRC, including a copy of the submitted return and the HMRC submission confirmation or acknowledgement. Essential Experience: Demonstrable experience preparing and filing HMRC ERS annual returns. Strong knowledge of HMRC's ERS online filing system. Experience reporting share option activity, including: Option grants. Option exercises. Option cancellations. Lapsed or released options. Ability to review the data provided, identify any omissions or inconsistencies, and ensure the return complies with HMRC requirements. Excellent attention to detail and the ability to complete the work within the required timescale. Please include the following with your proposal: A brief summary of your relevant ERS experience. Details of similar ERS returns you have completed, particularly those involving share option schemes. Confirmation that you can submit the return by 3 July 2026.

Qualified established tax advisor

Seeking an experienced, qualified tax advisor to provide strategic guidance on tax-efficient property structuring for a landlord and advise on acquisition of new properties. and placeing properties in to a ltd company , Responsibilities include tailored tax planning, review of ownership structures, identification of reliefs and allowances, and preparation and filing of annual tax returns. Not seeking a bookkeeper or general year-end filing services. Must demonstrate proven property tax expertise and relevant professional qualifications. price depend on service offered

Editorial CV Design for Executive Medical Doctor & Biography

I’m a UK-trained Consultant Pediatrician & Pediatric Gastroenterologist (FRCPCH, CCT UK) applying for senior consultant and leadership positions at leading hospitals. I have already completed the content for my Executive CV and Executive Biography. I am not looking for a resume writer. I need an exceptional editorial designer who can transform professionally written content into a premium executive document. This project is similar to designing a document for a hospital CEO, senior consultant, professor of medicine, or medical director. The final product should look elegant, modern, premium, and timeless—not like a Canva template or a typical resume. ⸻ Scope of Work Design a complete personal branding package including: 1. Executive CV (approximately 5 pages) 2. Executive Biography (75-word, 300-word and 700-word versions) 3. One-page Executive Profile ⸻ Design Style The design should be: * Executive * Minimalist * Premium * Editorial * Corporate healthcare * Modern but timeless * Clean typography * Excellent use of whitespace Think: * McKinsey * Deloitte * Mayo Clinic * Cleveland Clinic * Harvard Medical School * Annual reports * Executive leadership profiles Do NOT use: * Skill bars * Infographics * Stethoscopes * Medical icons * DNA graphics * Cartoon illustrations * Decorative timelines * Generic Canva templates * Bright colours ⸻ Deliverables Please provide: * Editable Adobe InDesign files (preferred), or Figma if that’s your primary workflow * Print-ready PDF * Microsoft Word version with editable text while preserving the layout as closely as possible ⸻ What I’m Looking For You should have experience designing: * Executive CVs * C-suite resumes * Editorial layouts * Healthcare or medical documents (preferred) Typography and layout are much more important than graphic design.

opportunity

Experienced Developer Required – Online Course Booking

Guld Training and Recruitment is looking for an experienced developer to design and build a professional online course booking system. Phase 1 – First Aid Courses The initial system will be used for First Aid training courses and must include: Monthly course availability calendar Customers can view available course dates and spaces Online booking system Individual and group/company bookings Capture customer and attendee/delegate details Automatic booking confirmation by email Unique booking reference numbers Automatic invoice generation after booking PDF invoices sent automatically by email Unique invoice numbering Course pricing and VAT/tax functionality where applicable Admin dashboard to manage bookings Ability to add, edit and cancel course dates Ability to set maximum spaces per course Prevent overbooking View and export attendee/delegate lists Search and filter bookings Mobile-friendly and professional design Secure handling of customer data GDPR considerations Phase 2 – Expansion The system must be designed to scale in Phase 2 to include other courses offered by Guld Training and Recruitment. The future system should support: Multiple course categories Different prices Different course durations Different locations Different monthly schedules Different participant capacities Easy addition of new courses Important – Proven Experience Required Only developers/designers with a proven track record of successfully building booking systems will be considered. Please do not apply if you only have general website design experience. To be considered, your proposal must include: Links to live booking systems you have personally designed or developed Examples of similar booking, appointment, event or course-management systems Evidence of automated email confirmation experience Evidence of automated invoicing/PDF invoice functionality Details of the technology you recommend Estimated delivery timeframe Fixed-price quotation for Phase 1 Estimated cost for Phase 2 Details of any monthly, annual, hosting, plugin, licence or third-party costs Details of post-launch support Generic proposals or copy-and-paste applications will not be considered. When Applying Please start your proposal with the words: “GULD BOOKING SYSTEM” This is to confirm that you have read the full project description. Please then provide: Links to at least 2 relevant booking systems you have previously built A short explanation of your role in each project Your recommended technology/platform Your fixed price for Phase 1 Your estimated delivery timeframe Your proposed approach for Phase 2 scalability Details of ongoing costs and support We are looking for a reliable developer who can demonstrate genuine, relevant booking-system experience and deliver a professional, scalable solution.

Seeking eCommerce Beta Testers

Beta Tester - Optagen Portal & Integrations What you’re testing The Optagen portal lets you manage multiple stores by bringing together data from your commerce, analytics, accounting, inventory, and CRM systems. It creates a single ranked action list, with each recommendation labeled for trust and checked against real results. We need beta testers to use the portal with real store data and identify what breaks, what’s slow, what’s missing, and what doesn’t match reality. Integration coverage required You will test syncing and data accuracy across these integrations: Commerce platforms: Shopify, BigCommerce, WooCommerce, Etsy Analytics: Google Analytics 4, Search Console Shipping/3PL: ShipBob, ShipStation, Easyship Inventory systems: Cin7, Katana Accounting: QuickBooks, Xero Marketing/CRM: Klaviyo You don’t need to use every integration—just test the ones you already use. We’re aiming for each tester to cover at least 3 or 4 integrations from different categories. What we’re asking 1. Sync completeness: Check if all the expected fields from each integration show up in the portal. Are SKU, pricing, margin, sales, traffic, inventory, and competitor data there? 2. Refresh latency: See how long it takes for changes in your source system (like a price update in Shopify or a GA4 event) to show up in the ranked plan. 3. Data accuracy: Choose 5 to 10 data points you can check in both your source system and Optagen. Do they match? 4. Signal read accuracy: The portal calculates metrics such as AI visibility, SKU margins, demand signals, returns concentration, pricing elasticity, and competitor share of voice. Check these against your store. Do they make sense? Can you find the data sources if you look for them? 5. Ranked plan stability: Run the same store scan twice in one week. Does the ranked plan update based on new data, or does it stay the same? Are the revenue-impact numbers realistic? What we’re not asking * Testing the governed execution agent (scheduled to ship later; currently in development) * Load testing or scale testing * Security testing or pen testing * UX/design feedback (we’ll gather that separately) Timeline and access * Beta runs from [DATE] to [DATE] * You’ll get portal access for your own stores, using your real data—not test data. * We’ll keep an eye on logs and collect diagnostics if something fails. Please report any issues as they happen via a feedback button. * We’ll have a weekly sync call to talk about any blockers or patterns you notice. Who should apply * You run 1-5 stores across 2+ of these platforms. * You can verify data accuracy (you know your actual margins, traffic, and sales numbers) * You’re willing to spend 2-4 hours per week auditing sync health and data correctness. * You’re okay with bugs and incomplete features since this is a beta test. When you apply, please indicate: * Which platforms you currently use (Shopify, BigCommerce, WooCommerce, Etsy etc.) * Rough store size (monthly revenue or annual, average order value, SKU count) * Any specific data quality concerns you have with your current setup

opportunity

Excel automate, Power Query, data mapping, dashboard development

I am looking for an experienced Excel and Power Query specialist to complete a multi-level governance and assurance system for a health and social care organisation. The organisation has five service divisions. The workbooks, registers and overall structure have already been designed; I am not looking for someone to start again. I need someone who can review the existing files, improve the formulas and functionality, make the registers smarter and create reliable connections across the system. The required reporting flow is: Service/Practice Observation → Regional Governance → Divisional Governance → Group Governance/Master Dashboard Each division requires its own governance workbook and dashboard. Service and regional information must feed into the relevant divisional workbook, with key information from all five divisions feeding into one Group-level Master Dashboard. Smart governance registers The project includes a suite of existing registers covering areas such as: Risk Safeguarding Incidents and serious incidents Complaints and compliments GDPR and data breaches Restrictive practice Governance actions Service user feedback Audits and improvement Regulatory actions Training and workforce compliance The exact number of files will be confirmed with the successful freelancer following an initial review. The registers need to become functional, consistent and easy to use, rather than simply formatted spreadsheets. Depending on the register, this may include: Unique reference numbers Automated status calculations Open, closed and overdue indicators Due-date and review alerts Automated risk ratings and RAG indicators Dropdown lists and controlled data entry Conditional formatting Automated totals and summary metrics Monthly, quarterly and annual reporting Filtering by service, region, division, category, status and reporting period Identification of themes, recurring issues and required escalations Formula protection without restricting data entry Summary pages or dashboards Connections to the appropriate regional, divisional and Group dashboards The registers will remain the source of truth for individual records. Only relevant totals, themes, trends, risk ratings and outstanding actions should feed into higher-level dashboards. Main requirements The successful freelancer will be required to: Review and inventory the existing workbooks and registers Produce a clear data map showing how information should move through the system Make the registers smarter, more automated and easier to maintain Add, correct and protect formulas across multiple files and tabs Standardise dropdowns, identifiers, categories and reporting periods where required Create calculated metrics, alerts and RAG indicators Link Practice Observation data to Regional Governance workbooks Link Regional Governance workbooks to the relevant Divisional Governance workbook Complete dashboards for each of the five divisions Link all five Divisional Governance workbooks to the Group Master Dashboard Link relevant register data to the correct reporting level Use Power Query or another reliable Excel-based method where appropriate Ensure files work reliably within Microsoft 365/SharePoint Reduce the risk of broken links when files are moved, updated or refreshed Test the complete data flow from source registers through to the Master Dashboard Ensure the system is straightforward for managers with varying levels of Excel experience Deliverables Smart, functioning governance registers Functional Practice Observation templates Regional Governance and Assurance workbooks Five Divisional Governance workbooks and dashboards One Group Governance workbook and Master Dashboard Reliable connections between all relevant files Working formulas, validation, dropdowns, alerts and RAG ratings A complete data map/data dictionary Testing of the full reporting flow Simple refresh and maintenance instructions Final handover and correction of any errors identified during testing Confidentiality The work relates to confidential organisational systems. A Non-Disclosure Agreement must be signed before any files are shared. Anonymised or test data will be used wherever possible. Please include in your proposal: Your experience of creating smart Excel registers and trackers Your experience of linking Excel files stored within SharePoint/Microsoft 365 Your Power Query experience How you would minimise broken connections How you would approach mapping and testing this system Examples of comparable work What you can deliver within the approximate £1,000 budget

opportunity

Phantom Share / Long-Term Incentive Plan for Key Employees

We are seeking an experienced UK corporate solicitor, preferably with UK–India cross-border employment and tax experience, to prepare a tailored Phantom Share / Long-Term Incentive Plan for two key long-serving employees. **Company structure** We have a UK parent company and an operating/sister company in India. The two selected employees are employed and paid by the India company and have worked with our group for approximately 3–4 years. We want to reward their long-term contribution and retain them as the business grows. This is not an arrangement to issue actual shares in the UK parent company. Instead, we require a legally binding phantom-share arrangement under which each employee may receive a future cash benefit linked to the value, growth or exit value of the UK parent company. The founders must retain full ownership, voting rights and management control. **Proposed entitlement** Each employee will receive a notional entitlement linked to the UK parent company: * On grant: 0.10% * After 12 months’ continued service: 0.12% * After 24 months: 0.14% * After 36 months: 0.16% * After 48 months: 0.18% * After 60 months: maximum 0.20% Entitlement must be subject to continued employment, satisfactory performance, loyalty, confidentiality and compliance with company policies. Employees must receive no actual shares, voting rights, dividend rights, shareholder rights or management rights. **Commercial intention** We prefer payment only on a defined liquidity event, such as a sale of the UK parent company, substantial business or asset sale, merger, acquisition, IPO, or board-approved cash settlement. We require advice on the most appropriate basis for calculating the benefit, including whether it should be based on: * The relevant percentage of net exit proceeds; * Growth in company value from the grant date; or * Another commercially fair, legally robust and tax-efficient method. **Key protections required** The documents must cover: * Vesting and annual increases up to the 0.20% cap; * Clear valuation and payout formula, including liabilities, debts, taxes, transaction costs, investor preferences and founder loans; * Good-leaver and bad-leaver provisions; * Treatment of vested and unvested rights if an employee resigns, is dismissed, becomes inactive, commits misconduct, breaches confidentiality, joins a competitor or fails performance standards; * Whether rights survive for good leavers and for how long; * No payment unless there is a qualifying exit or board-approved settlement; * No sale, transfer, assignment or pledge of phantom rights; * Confidentiality, IP ownership, non-solicitation and reasonable post-termination protections; * Founder control, fundraising, future investor rights, dilution, restructuring, merger and sale protections; * Board discretion to amend, suspend, replace or terminate the scheme where appropriate; * Governing law and dispute-resolution provisions. **Cross-border requirements** The plan must address that the UK parent company’s value is being tracked, while employees work for and are paid through the India company. Please advise on the correct contracting parties, payment route, Indian payroll treatment, UK and Indian tax, withholding, foreign-exchange, transfer-pricing, employment-law and reporting implications. **Deliverables** Please provide: * A short recommendation on the best legal structure; * Tailored Phantom Share / Long-Term Incentive Plan; * Individual award agreements for two employees; * UK parent board resolutions and approvals; * Required India-company documentation or approvals; * Valuation and payout formula; * Good-leaver and bad-leaver clauses; * Simple founder implementation guide; * UK and India tax/compliance checklist; * Advice on whether Indian legal or tax counsel should review the documents. We do not want a generic template or actual shares issued at this stage. We need a practical, founder-protective arrangement that rewards long-term loyalty while preserving ownership and control of the UK parent company. When applying, please confirm your experience with phantom shares, long-term incentive plans, shareholder protections and UK–India arrangements; whether you are a qualified UK solicitor; whether you work with Indian advisers; your fixed fee or estimate; delivery timeframe; and relevant examples of similar work without breaching confidentiality.