Plain-English guidance for every stage of getting ready.
Deep clean your life admin: the room-by-room guide
Every room in your house is generating paperwork. Walking through them one at a time turns an infinite task into a finite one.
How one couple sorted their French property paperwork
Two wills that contradicted each other, a tax number nobody could find and a plumber whose number existed only on a fridge magnet. A cautionary tale with a good ending.
Annual readiness review: 12 things to check once a year
Nothing on this list is urgent, which is exactly why it never gets done. An hour once a year keeps a household from quietly drifting out of date.
How to do a personal net worth review (UK)
Net worth sounds like something for wealthy people. It is really just a stocktake, and doing it once a year tells you more than any budgeting app.
Before the tax year ends: the financial admin to finish
Several UK allowances reset on 5 April and unused amounts simply vanish. Here is what is worth checking, in rough order of how much it tends to be worth.
A weekend for sorting: tackle the paperwork pile
Everyone has one. The pile that gets moved rather than dealt with. Here is a method that gets through it in an afternoon without any filing system at all.
Running an annual readiness review with clients
Most annual reviews spend forty minutes on performance and five on everything else. Flipping that ratio is where the relationship actually deepens.
Decluttering your digital subscriptions for good
Not the ones you use and enjoy. The ones charging you monthly for something you signed up to in 2023 and forgot about entirely.
Remortgage season: the documents to have ready
The remortgage itself is straightforward. What delays it is almost always paperwork, and it is the same three or four things every time.
An adviser and a client, one year on
Sarah added twenty minutes to her annual review. A year later one of those conversations had changed how a whole family handled a diagnosis.
Never miss a renewal again: the household renewals system
Every household has a dozen things that renew at different points in the year. Track them in one place and switching becomes a scheduled ten minutes instead of a missed opportunity.
New tax year fresh start checklist
January resolutions fail because they are about willpower. The tax year reset works because it is about setup, and setup keeps working after motivation runs out.