21 steps, ordered by when each one has to happen rather than by category. Sequencing is the part people get wrong, and it is the part that cannot be fixed afterwards.
The decisions that are cheap now and expensive later. Almost all of the available value in a relocation sits in this phase.
The administrative track. It runs on its own timetable and does not accelerate for anybody.
The compliance clock starts on arrival whether or not you are ready.
The recurring obligations that continue for as long as you are resident.
Before anything irreversible happens, which in practice means several months before a move and earlier still if assets may be disposed of around the same time. The first phase is where nearly all of the available value sits.
Yes, in your own browser only. Nothing is transmitted to us and nothing is stored on our servers. Clearing your browser data will clear the checklist.
The later phases still apply, and the first phase is worth reading to understand which options have closed. A review establishes what your position actually is and what can still be corrected.
No. It is a sequencing aid built from our published guidance. Which items apply to you, and what each one requires in your circumstances, depends on facts this checklist cannot know.
Tick it and move on. The list covers the common paths and no single person needs all of it.
A short introductory call, at no cost. The earlier in this list you are, the more valuable it is.
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