Plain-English guidance for every stage of getting ready.
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.
I finally stopped searching my inbox for the boiler policy
A short story about what changes when your household admin actually lives in one place, from the small daily wins to the quiet relief of knowing your family could cope.
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.
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.
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.
Dementia care planning checklist (UK)
A calm, practical checklist for planning ahead after a dementia diagnosis in the UK, covering care wishes, legal steps, money and the support available.
Visiting your parents? A quiet checklist to do together
Next time you visit your parents, a short, gentle checklist you can work through together, so the important things are findable without it feeling like a big talk.
What to gather before a power of attorney conversation
A short checklist of what to have ready before talking to a parent or solicitor about a lasting power of attorney, so the conversation is calm and productive.
How one family got organised after a health scare
A short story about a family who put things in order after a health scare, and the calm that came from knowing everyone could find what they needed.
Care providers: helping families plan ahead without the fear
How care providers can help families plan ahead without adding to the fear, easing admission, improving continuity and standing out on the things families remember.
Where to keep passwords so the right person can get in (safely)
How to keep your passwords so the right person could get in if they ever needed to, without leaving them exposed, using a password manager and emergency access.
First home? The documents you need to keep and where
Just bought your first home? Here are the documents to keep, why they matter and where to store them, so you can find everything when a remortgage or repair comes up.
The household admin reset: 30 minutes a week
A gentle weekly routine that keeps household admin from piling up: 30 minutes a week, a simple rhythm and no more dreaded catch-up sessions.