Care Planning Checklist

Planning for care can feel overwhelming, but taking it step by step makes it much more manageable. Use this checklist whether you are planning for yourself or a family member.

Assessments and eligibility

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Legal and financial planning

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Choosing care

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Helpful organisations

Care Quality Commission

Regulator

The independent regulator of health and adult social care in England, inspecting and rating care services.

Visit website03000 616161

Age UK

Charity

The country's leading charity dedicated to helping everyone make the most of later life, providing advice, support, and companionship.

Visit website0800 678 1602

Citizens Advice

Charity

Provides free, confidential, and independent advice on a wide range of issues including benefits, housing, debt, and employment.

Visit website0800 144 8848

Related guides

Care Needs Assessment Basics

A care needs assessment is a free evaluation carried out by your local council to find out what help you need with daily living. Anyone who appears to need care and support has the legal right to ask for one under the Care Act 2014, regardless of their financial situation.

6 min

Paying for Social Care

Unlike the NHS, most social care in England is not free. Whether you receive care at home or in a care home, your local council will carry out a financial assessment to decide how much — if anything — you must pay towards the cost. Understanding the rules can help you plan and avoid unexpected charges.

8 min

Lasting Power of Attorney

A Lasting Power of Attorney (LPA) is a legal document that lets you appoint one or more people (your 'attorneys') to make decisions on your behalf if you lose mental capacity in future. There are two types: one for property and financial affairs, and one for health and welfare. Making an LPA while you still have capacity is one of the most important planning steps you can take.

7 min

Questions to Ask a Care Provider

Choosing a care provider — whether a care home or a home care agency — is one of the most important decisions you or your family will make. Asking the right questions before you commit can help you identify good-quality care, spot potential problems, and understand exactly what you are paying for.

5 min

Disclaimer

This information is for general guidance only and does not constitute legal, financial, or professional advice. Always check official sources and seek qualified help where needed.