Free download for therapists

    Set up your private practice with nothing missed

    A free, printable checklist covering everything a UK therapist needs before the first client: registration, insurance, tax, data protection, paperwork and more.

    • 10 sections and around 45 tick-box items, in a sensible order
    • Covers HMRC, the ICO fee, Making Tax Digital and clinical wills
    • Client paperwork, fees, your space and being found
    • Checked against current UK rules (October 2026)

    We'll use your details to send you this guide and related resources. See our privacy policy.

    Who it's for

    Newly qualified counsellors and psychotherapists setting up on their own, and anyone moving from agency or NHS work into private practice.

    Most people need four to eight weeks to get everything in place.

    A note from the founder

    "I've watched many therapists set up practice with the essentials scattered across forums and old notes. This puts them in one calm list you can work through at your own pace."

    Kevin, founder of Grounded CRM

    Grounded CRM is a UK-built, privacy-first CRM for solo therapists