Keep an evidence trail
Save statements, funding confirmations and relevant tax records. This is useful for reconciliation and for professional tax or legal advice when needed.
Facts change
Broker eligibility, bank charges, platform terms and tax rules can change. A plan that was researched once should not be treated as permanently current.
Use CIL
Use the last stage of the workspace as a reminder to review the assumptions behind your plan.
Before marking this stage complete
Make sure you understand the concept and have checked any live information that applies to your own situation. Completion in CIL is a personal progress marker, not verification by CIL.