Tax and finance basics for therapists
This CPD will enable you to confidently maintain accurate records (income, expenses, tax, budget, etc) and independently complete your own tax return without the need to employ external resources.
There can often be a temptation to overcomplicate accounting and finance, so I want the therapist to finish the CPD knowing they have the knowledge, tools, and resources to put systems in place to keep the process simple.
Course content
This CPD will cover:
- Answers to questions such as: do you need to employ an accountant?
- Information on how and when to register as self-employed and thoughts to consider for/against a Limited company.
- How to make record-keeping as simple as possible; what records do you need to keep? How to maintain the receipts/records. Is a separate bank account required?
- Definition of allowable expenses and information on what expenses are allowable.
- What income needs to be declared?
- How to complete and submit a tax return, and when it needs to be completed.
- Information on how to budget for your business.
- Overview of the Making Tax Digital quarterly assessment changes that are due to start taking place from 2026 (legal requirement).
For more information and to book your place, visit CPHT.co.uk.
This CPD is for solution-focused hypnotherapists and CPHT graduates.
About your presenter
Rebeka Cohen-Oliver is a CIMA-qualified accountant (ACMA, CGMA) and also holds the HPD qualification for solution-focused hypnotherapy.
On a personal level, Rebeka likes to think she brings a bit of light-heartedness to the "dull" subject! She loves accounting but likes to think of herself as a non-stereotypical accountant. She wants the CPD to feel fun but informative.
Rebeka loves sharing her knowledge and expertise with others, and since qualifying as a hypnotherapist in 2022, she has been building her practice and enjoys going to networking groups, Corporate businesses, and the WI to present talks.
In addition, since October 2024, Rebeka has been Head of Finance for the AfSFH, so she is particularly passionate about supporting therapists in any way she can, especially from a finance perspective.