Plain-English guidance for every stage of getting ready.
Car tax, MOT, insurance: the vehicle admin you keep forgetting
Three dates, three different agencies, three sets of automated enforcement. Getting them into one place takes ten minutes and prevents a lot of unnecessary fines.
How to review your insurance cover in an afternoon
Paying for cover you already have elsewhere while being short on the cover that actually matters is the standard British position. It takes one afternoon to fix.
Brokers: a renewals calendar that builds loyalty
For most brokers, renewal is the only guaranteed conversation of the year. It is usually spent on price, which is the one topic where you cannot win.
The complete digital life admin checklist (UK)
If your important stuff lives across 40-odd accounts, a few drawers and your inbox, this is the checklist that brings it back together. No big weekend project, just one area at a time.
How to organise your important documents online (UK)
Birth certificates, the will, the pension statements, the deeds. Here’s how to get your important documents gathered, stored safely online and findable by the people who’d need them.
How to manage all your accounts in one place (UK)
Banking here, pension there, insurance in an email, passwords in your head. Here’s how to pull every account into one place you actually trust, and let the right person in if they ever need it.
Away from home: what your family should be able to find
Whether you are travelling or in hospital, here is what your family should be able to reach if they need to, and how to set that up without handing over everything.
Household information organiser: a one-page template
A one-page household information organiser that puts the essentials your family might need in a single place, with a free editable template to start from.
Stop auto-renewals draining your account: a new-year money reset
A simple new-year reset to catch the subscriptions and auto-renewals quietly draining your account, plus a free tracker to keep every renewal date in one place.
Why clients arrive unprepared, and what advisers can do
Clients arriving without their paperwork costs advisers billable time and weakens the relationship. Here is why it happens and what advisers can do about it.
Organising documents for elderly parents: a gentle step-by-step
A gentle, step-by-step way to help elderly parents get their important documents in order, without taking over, and keep it something the whole family can rely on.
How to start the conversation with parents about their affairs
Practical, kind ways to open the conversation with ageing parents about wills, money and wishes, without it landing as an ambush, and small first steps that help.