Reviewed 15 October 2026. Check the UK-based person’s immigration status first. The family partner route and the dependant routes attached to work or study have different eligibility, evidence and financial rules.

“Family visa” is often used as a conversational label for any couple moving together. That is understandable, but it can lead to the wrong checklist. Before collecting payslips or paying for an English test, write down the precise permission held by the person in the UK. Then identify the route on the official website. A spouse of a settled person and a spouse of a temporary worker can have similar personal circumstances while needing different applications.

Build the status record

Record citizenship or immigration permission, its expiry date, where the person normally lives, and the document that proves the position. Avoid using “permanent resident” as an informal substitute for the actual status. Settled status, indefinite leave to remain and a time-limited work visa are not interchangeable descriptions.

The partner route can cover partners of British or Irish citizens, settled people and certain other listed sponsors. A worker or student’s family may instead need to apply as dependants under that main visa. Some routes restrict dependants. The fact that a relationship is genuine does not remove those route-specific limits.

Separate four decisions

Use four headings: who is being joined, what the relationship is, where the applicant will apply, and whether the applicant can use that application from their present status. Do not merge these into a single yes/no guess. Someone may have a qualifying relationship but still need to apply from abroad. A child’s route also requires its own analysis; the adults’ relationship is not the whole application.

Know when a comparison is incomplete

If a sponsor has protection status, pre-settled status, Armed Forces connections, a recent change of route or unusual residence history, the short spouse-visa summary may omit a material rule. Read the category-specific page before choosing the form. Do not use a general website quiz as a substitute for resolving that issue. The useful output of a route check is a named route and a list of unanswered questions, not a promise of approval.

Situation First place to check Planning consequence
Partner of British or settled person Family partner route Check sponsor category and Appendix FM requirements
Partner of a temporary worker Main worker route’s dependant page Do not import the spouse minimum-income checklist
Partner of an Ancestry holder UK Ancestry partner and children page Build a dependant file under that route
Visiting a partner temporarily Visitor and marriage-related visitor rules Intended length and activities matter

Build a route brief that survives a status change

A useful route brief fits on one page but preserves the important dates. Give it a version date and record the source of the sponsor’s status, the applicant’s current permission and the intended purpose of the move. Then add a “change trigger” line. A sponsor obtaining settlement, a current visa expiring or the applicant moving country may require the route to be checked again. The original conclusion should not stay marked confirmed when its underlying facts have changed.

For couples comparing two plausible routes, keep two separate columns. Write the sponsor category, applicant category, location, financial test, evidence project and future application assumptions for each. Do not combine the easiest feature of one route with the easiest feature of another. For example, a dependant rule attached to a work route cannot be used to bypass the financial test of a different family application. The comparison should expose trade-offs and unanswered questions rather than produce an invented hybrid visa.

When asking for advice, send the factual brief and a focused question: “The sponsor held this permission until this date and now has this status; which application route applies to these circumstances?” That is easier to assess than a large unindexed document bundle. Keep confidential status records in the adviser’s agreed secure channel. The public planning sheet needs document references and dates, not the whole identity record.

A practical example

Priya calls herself a “spouse visa applicant” because she is married to someone working in Manchester. Their first worksheet entry is the sponsor’s exact permission. If it is Skilled Worker permission, they inspect the Skilled Worker dependant rules before ordering Appendix FM evidence. If the sponsor has since obtained settlement, they record the date and assess the appropriate family application. The worksheet has saved a category error before any fee was paid.

Put the plan into practice

Use the accompanying resource to turn the explanation into a file you can actually review. Work through these actions in order; where a point is uncertain, record the uncertainty rather than changing the facts to fit a preferred answer.

  1. Copy the sponsor’s status wording into the route-map sheet, using the decision letter or official status record.
  2. Write the applicant’s present location, permission and expiry date in a separate line.
  3. Open the official route page and record the relevant sponsor and relationship category.
  4. List every point that the page does not resolve; bring that focused list to a regulated adviser if needed.

Questions to resolve before you act

Are you joining a partner, child or parent? Does the sponsor’s status match the category you selected? Are you assuming that marriage gives permission to work or switch? Resolve those questions before using a financial or evidence checklist intended for a different route.

Open the Family Route Map. Use it to record your own dates and evidence before spending money or submitting an application.

Official sources

Independent information and practical organisation, not individual legal advice. Where immigration history, exceptions or conflicting documents affect your case, check the current rules and consider a regulated adviser.

A useful next step

Use the Family Route Map to turn this guide into a working plan. Continue with The UK partner financial requirement: choose the right evidence route when you are ready to organise the next part of the file.