Checklists
Interactive checklists to help you prepare documents, gather evidence, and make sure you do not miss anything important. Your progress is saved automatically.
Benefits Application Evidence Checklist
Gathering the right evidence before you apply for benefits can speed up your claim and reduce the risk of delays or incorrect decisions. Use this checklist to prepare.
Start checklistComplaint Evidence Checklist
Strong evidence can make or break a complaint. Before you escalate to an ombudsman or regulator, make sure you have gathered everything you need.
Start checklistTenant Move-In Checklist
Moving into a new rental? Use this checklist to protect yourself and make sure everything is in order from day one.
Start checklistRedundancy Rights Checklist
If you are at risk of redundancy, use this checklist to understand your rights and make sure your employer is following the correct process.
Start checklistHiring Your First Employee Checklist
Hiring your first employee is a significant step. Use this checklist to ensure you meet all your legal obligations as an employer.
Start checklistGrant Application Preparation Checklist
A well-prepared grant application is more likely to succeed. Use this checklist to make sure you have everything ready before you submit.
Start checklistImmigration Application Evidence Checklist
Immigration applications require careful documentation. Missing or incorrect evidence is one of the most common reasons for delays and refusals. Use this checklist to prepare.
Start checklistCare Planning Checklist
Planning for care can feel overwhelming, but taking it step by step makes it much more manageable. Use this checklist whether you are planning for yourself or a family member.
Start checklistBenefit Appeal Preparation Checklist
Preparing thoroughly for a benefit appeal significantly improves your chances. Use this checklist to make sure you have everything in order before your tribunal hearing.
Start checklistComplaint Escalation Checklist
Before you escalate a complaint to an ombudsman or regulator, you need to have followed the right process. Use this checklist to confirm you are ready.
Start checklistMoving Out of a Rental Checklist
Moving out of a rental property properly is the best way to protect your deposit and avoid disputes. Use this checklist in the weeks before and on the day you leave.
Start checklistGetting Your Deposit Back Checklist
Your landlord must return your deposit within 10 days of agreeing the final amount (or 10 days from the tenancy end if no deductions are proposed). If they do not, here is what to do.
Start checklistUnfair Dismissal Response Checklist
If you believe your dismissal was unfair, acting quickly and in the right order gives you the best chance of a successful outcome. Use this checklist to make sure you do not miss key steps or deadlines.
Start checklistMaternity Leave Preparation Checklist
Planning your maternity leave in advance avoids last-minute stress and ensures you receive everything you are entitled to. Use this checklist from around week 20 of pregnancy onwards.
Start checklistBusiness Startup Compliance Checklist
Starting a business involves several legal and compliance steps. Use this checklist to make sure you have covered all the essentials before trading.
Start checklistSponsor Licence Application Checklist
To hire workers from outside the UK on the Skilled Worker route, your business must hold a valid sponsor licence. Use this checklist to prepare your application.
Start checklistFamily Visa Document Checklist
Missing or incorrect documents are one of the most common reasons for family visa refusals. Use this checklist to make sure your application is complete before you submit.
Start checklistDebt Advice Appointment Checklist
Arriving prepared for your debt advice appointment helps the adviser give you the best possible guidance quickly. Use this checklist to make sure you have everything you need.
Start checklistDivorce Application Checklist
Applying for divorce is straightforward under the no-fault system, but having the right information ready before you start will save you time and avoid delays.
Start checklistCICA Application Checklist
Applying to the Criminal Injuries Compensation Authority (CICA) requires specific evidence. Missing information is a common reason for delays and rejected claims. Use this checklist to prepare before you apply.
Start checklistProbate Application Checklist
Applying for a grant of probate (or letters of administration if there is no will) gives you the legal authority to deal with the deceased's estate. Gathering everything in advance makes the process much smoother.
Start checklistLasting Power of Attorney Registration Checklist
Registering a Lasting Power of Attorney (LPA) requires careful preparation. The forms must be completed in a specific order and signed correctly — mistakes can delay registration by months. Use this checklist to get it right.
Start checklistRenters' Rights Act 2025: Landlord Compliance Checklist
When the Renters' Rights Act 2025 commences, every private landlord in England must adapt. Use this checklist to prepare before the appointed day and to operate the new regime once it is in force.
Start checklistTenant Move-In Checklist: Day 1 to Day 30
The first 30 days of a tenancy set the pattern for the whole agreement. This checklist makes sure your deposit is protected, your rights are documented, and the inventory is accurate.
Start checklistDomestic Abuse Emergency Leaving Checklist
Leaving is the most dangerous time. Plan carefully and quickly. This checklist covers what to take, who to call, and how to stay safe in the first 72 hours.
Start checklistHospital Discharge Planning Checklist
Hospital discharges can go wrong fast. The 'discharge to assess' model means some assessments happen at home — use this checklist to make sure nothing critical is missed.
Start checklistEHCP Pre-Assessment Checklist
Strong evidence at the start dramatically increases the chance of a successful EHCP assessment. Use this checklist to prepare.
Start checklistBereavement Checklist: Tell Us Once + Probate
After a death there are many practical and legal tasks. This checklist organises them by timing — what to do in the first week, then the first month, then through probate.
Start checklistSelf-Assessment First-Year Filing Checklist
Filing your first Self-Assessment is harder than subsequent years because you must register, set up an HMRC account, and learn the system. This checklist prevents costly mistakes.
Start checklistRight to Work Check Checklist (for Employers)
Every UK employer must check that an employee has the right to work in the UK before employment begins. Get it wrong and you face civil penalties of up to £60,000 per illegal worker. Use this checklist.
Start checklistVisa Application Document Checklist
Visa applications are refused most often for missing documents, not because the applicant is ineligible. Use this checklist to prepare before applying.
Start checklistCare Home Choosing Checklist
Choosing a care home is a major decision under stressful circumstances. Use this checklist to compare homes systematically.
Start checklistEmployment Tribunal Claim Filing Checklist
A Tribunal claim has strict deadlines and procedural requirements. Get the steps wrong and your claim may be struck out. Use this checklist.
Start checklistOnline Fraud Reporting and Remediation Checklist
Online fraud requires fast action on multiple fronts at once. Use this checklist in the first 48 hours after realising you have been defrauded.
Start checklist