Business Start-Up Checklist

Every step from idea to first sale, with separate columns for sole traders, partnerships and limited companies.

Editable Word document
9
10pages
Guidance notes included
aml consultancy solutions

Starting a business

Business Start-Up Checklist

About this document

What it’s for

A practical checklist of the legal, tax, financial and practical steps for starting a business in the UK. Each task shows whether it applies to a sole trader, a partnership or a limited company, so you can work through only what is relevant.

When to use it

  • In the weeks before you start trading
  • When changing structure, for example a sole trader incorporating a company
  • As a handover list with your accountant or business partner

What’s inside

The document is laid out in the sections below. Each one comes with a plain-English guidance note explaining what it does and what to change.

  • A. Idea, research and planning
  • B. Choosing your structure and registering
  • C. Tax and HMRC
  • D. Banking, finance and records
  • E. Legal, licences and compliance
  • F. Premises
  • G. Insurance
  • H. Taking on staff
  • I. Technology, data and security
  • J. Brand and marketing
  • K. First-year deadlines to diarise
  • Sign-off

How to complete it

  • Read down the column for your structure: ✓ means it applies, “If needed” means it depends on your business, – means it does not apply
  • Tick the Done box as you complete each task and add dates in the notes table at the end
  • Use the other checklists in this pack for detail on tax registration, insurance and brand protection

Key points to check

  • Deadlines in section K, and the figures in [PURPLE] placeholders, which can change each tax year

Our templates are professionally structured starting points for UK businesses, not legal advice. For anything complex, unusual or high-value, have your final version checked by a solicitor.

Included in the pack

Starting a business

£20

for every document in this category

Editable Microsoft Word files

Guidance notes in every document

Written for UK businesses

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