Starting a Business – Master Checklist and Document Index

Start here. One checklist that takes you through the Starting a Business pack in the right order – what to do, when, who owns it – with a clickable link to every template, a legal and regulatory map and a full document index.

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

Starting a business

Starting a Business – Master Checklist and Document Index

About this document

What it’s for

The front sheet for the Starting a Business pack. It takes a new business from idea to launch in order – planning and research, structure and founders, money and tax registration, brand and protection, premises and people, and the first 90 days. Each step names the template to use and links straight to the file, and Part 5 maps the main legal requirements to the templates that help you meet them.

When to use it

  • Before you start trading
  • In the first year of the business
  • When you change structure, take on staff or raise funds

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.

  • Part 1 – Plan
  • Part 2 – Set up
  • Part 3 – Grow
  • Part 4 – The annual review cycle
  • Part 5 – Legal and regulatory map
  • Part 6 – Full document index with a link to every file

How to complete it

  • Unzip the pack and keep all the files in one folder – the links open the other files from that folder
  • Work through the parts in order, then use the annual cycle each year
  • Tick and date each step, name the owner and keep the completed checklist with your records

Key points to check

  • The links only work when this file and the other templates are saved in the same folder – if you move or rename files, use the numbers in the document index
  • Laws change – check the current position before relying on the legal map

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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