Interactive checklists
The big UK money moments come with a lot of moving parts. These checklists lay out every step in order — tick them off, save your progress, and jump straight to the calculators you need.
all free — your progress saves as you go.
Browse all checklists
Step-by-step interactive checklists for the moments that matter, grouped by what you’re doing.
Buying & moving home
Tax & self-assessment
Business & self-employment
Why use a checklist?
Big financial moments — buying a home, filing a tax return, starting a business — rarely fail on the hard parts. They fail on the forgotten ones: the form not sent, the deadline missed, the cost not budgeted. A good checklist isn’t about hand-holding; it’s about making sure nothing falls through the cracks when there’s a lot in motion at once.
What sets these apart is that they’re live. Tick a step and it’s saved, so you can close the tab and come back next week without losing your place. Each step links to the Calclens calculator behind it — so when the checklist says “work out your stamp duty”, the number is one click away, not a separate hunt. And when you’re done, one button turns the lot into a PDF for your records, your partner, or your accountant.
How Calclens checklists work
Work through the steps
Each checklist runs in the real order of the process — from first step to done — so nothing gets missed.
Tick as you go
Check items off and your progress saves automatically. Come back any time and pick up where you left off.
Save it as a PDF
Export your checklist with one click for your records, or to share with a partner, accountant or adviser.
About these checklists
Each checklist follows the standard order of a UK process — a property purchase, a tax return, a business setup — and links to the free Calclens calculators useful at each stage. They tell you what to do and when, with the numbers a click away.
Steps, deadlines and thresholds follow current HMRC, GOV.UK and FCA guidance. See our methodology and sources.
Not financial, tax or legal advice. Calclens checklists are for general information and link to calculators that produce estimates. For decisions about a purchase, tax position or business, confirm the details with a suitably qualified professional.