Plain-English guidance for every stage of getting ready.
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.
Free template
Get the free household admin checklist
Everything a UK household should have organised, in a Saturday morning. We'll email it to you, plus one short note a month. Leave whenever you like.
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.