A useful document for the next step.
12 practical checklists, planners and worksheets. Open one, work through it privately and print or save your copy. No account required.
Family Route Map
Use one sheet per applicant. Write the exact status wording rather than an informal label, and keep a link or private reference to the evidence.
Open resource ↗worksheetFinancial Requirement Decision Sheet
This sheet records the logic of your financial plan. It deliberately asks you to verify the applicable rule before entering a target amount.
Open resource ↗worksheetPayslip-to-Bank Reconciliation Grid
Print one row for each pay period. Add extra sheets if the verified category requires a longer history. Keep account numbers and payslip files in your private folder.
Open resource ↗worksheetSavings History and Source Ledger
Complete the ledger before moving or relying on funds. The purpose is to reveal gaps in ownership, timing and source evidence.
Open resource ↗worksheetBusiness-Year Evidence Tracker
Use this dossier cover sheet with your accountant. Keep tax identifiers and account documents privately; the tracker needs references, not sensitive numbers.
Open resource ↗worksheetRelationship Timeline and Evidence Matrix
Complete together, then cross-check independently. Use references to your private documents rather than pasting sensitive content into the sheet.
Open resource ↗worksheetLiving-Apart Relationship Evidence Planner
Use this to map the actual relationship across separate homes. Leave an uncertain date marked as uncertain until it is checked.
Open resource ↗plannerWedding and Immigration Sequence Planner
Create two linked calendars: one for the ceremony and one for immigration permission. A booking is not evidence that a visa will be granted on time.
Open resource ↗plannerTest, Clinic and Translation Appointment Planner
Keep one row per evidence task. Record the official list used to select a provider and check identity details before payment.
Open resource ↗plannerPer-Person Family Visa Budget
Write amounts in the currency you will pay, then record the exchange-rate assumption separately. This is a household planning tool, not a fee quote.
Open resource ↗checklistFinal File Quality-Control Checklist
Use this after the substantive route and financial work. A tick means evidence has been reviewed, not simply that a filename exists.
Open resource ↗plannerExtension Evidence and Expiry Planner
Complete the first row from the decision and official status record. Set realistic review reminders without treating this sheet as a legal deadline calculation.
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