Confirm sequencing with counsel: Maggie’s exit documentation, Gonzaga-warm strategy, no F-1 paperwork triggered yetnot started
Passport validity check for all fivenot started
Document pack assembled: passports, birth certificates, marriage certificate, school records, vaccination records, employment records, US tax recordsnot started
Harry: Clearing strategy confirmed; Gonzaga decline timing decidednot started
ToR1 (Transfer of Residence) application drafted and submitted to HMRCnot started
Departurenot started
Formal Gonzaga decline (if not earlier)not started
Final US tax filing (Oliver dual-status, Maggie residency questions), FBAR / FATCA wind-downnot started
PNW house sale
FIRPTA withholding analysisnot started
Utilities transfer/cancel, mail forwarding via USPS (12 months) + address-of-record updates everywherenot started
Capital gains: §121 exclusion ($500k MFJ) assuming 2-of-5-year primary residence test metnot started
Interview 2–3 listing agents (CMA, marketing plan, recommended price)not started
Agent selected; listing agreement signednot started
Listing prep: declutter, repairs, paint touch-ups, photography, staging if usednot started
Listing livenot started
Limited POA executed in favour of agent / closing attorney to handle paperwork remotelynot started
UK landing
Conversation with your mum’s solicitor / Power of Attorney holder if applicablenot started
Notify her home insurer of changed occupancynot started
Confirm broadband and utilities are active and adequatenot started
Council tax registration with Mid Sussex District Council; check single-person discount status if your mum’s discount needs unwindingnot started
UK banking pre-departure where possible: Wise, Revolut, Monzo, Starling, HSBC International, Barclays Internationalnot started
GP registration with a Haywards Heath practice (NHS Sussex). Each family member registers individually.not started
UK driving licence exchange / applicationnot started
School transport plan for Charlienot started
Schools
UK place confirmed + accommodation arranged, OR gap-year fallback plan triggerednot started
Build shortlist of UK history courses likely to have Clearing capacity (10–15 universities)not started
Request US transcript + teacher references; SAT/ACT scores in hand if availablenot started
Adapted personal statement (UK admissions style — academic, course-focused, not US college-essay narrative); UCAS portal account created if needednot started
Decision: commit to Clearing for Sept 2026, or commit to gap year + UCAS 2026/27. Decide Gonzaga decline timing.not started
Identify a UK running club for Harry (Burgess Hill Runners, Brighton Phoenix, Mid Sussex Triathlon Club) regardless of which path he takesnot started
UCAS Clearing opens — begin monitoring course availabilitynot started
Gonzaga formal declinenot started
A-level results day — peak Clearing activity. Harry calls admissions offices directly with US transcriptnot started
Pets
Confirm rabies vaccination status for both dogs (date, vaccine type) and microchip statusnot started
Identify USDA-accredited vet within reasonable driving distance and confirm appointment availability for the 10-day pre-travel windownot started
Pet transport vendor selected (Starwood Pet Travel, Pet Express, BlueCollar Pet Transport, etc.) and booking placednot started
Crates measured to vendor specification, dogs acclimatisednot started
USDA-accredited vet appointment within 10 days of travel; AHC issued; USDA APHIS endorsement (often same-day if appointment booked). Confirm whether your mover requires the GB non-commercial AHC or a commercial VEHC route — timing differs.not started
Dogs delivered to vendor / airport per bookingnot started
Dogs arrive UK; cleared through Heathrow Animal Reception Centre (or equivalent); collected or delivered onward to Haywards Heathnot started
Belongings and shipping
Container packed at housenot started
Triage pass: keep / sell / donate / store / ship for each major category (furniture, kitchen, tools, books, electronics, clothing, kids’ stuff)not started
International mover selected (Crown Worldwide, Allied International, Santa Fe Relocation, Atlas, Asian Tigers) — get 3 in-home survey quotesnot started
Shipping container bookednot started
Final inventory lockednot started
ToR1 unique reference number handed to mover for import declarationnot started
Vehicles sold (don’t ship US vehicles to UK — conversion and tax costs outweigh value)not started
Finances and administration
List of all US financial accounts: brokerage, retirement (401k, IRA), banks, credit cards, HSA, 529not started
Brokerage outreach: which firms will continue to service UK-resident clients?not started
Brokerage transfers initiated (in-kind where possible; mutual funds sometimes need conversion to ETFs first)not started
Bank accounts triaged: keep 1–2 US accounts for ongoing US obligations; close the restnot started
Address changes lodged with IRS, banks, brokerages, insurers, voter registration, DMVnot started
Wills, POAs, beneficiary designations reviewednot started
US health insurance bridge: confirm coverage through the departure month, then handover to NHS on arrivalnot started
UK credit history build: mobile contract on direct debit, register on electoral roll, low-limit UK credit cardnot started
Final US tax return (likely dual-status for Oliver); HMRC tax registration and split-year claim considerationnot started
Family transitions
Mum’s situation held as an open variable; movement in her care plan can affect occupancy arrangementsnot started
Mental and emotional wellbeing check-ins for the boysnot started
Goodbyes: school, sports teams, neighbours, dogs’ vet and dog-park friendsnot started
Continuity: Harry’s running club identified in Sussex; Charlie’s sport identified based on school chosennot started