Plain-English guidance for every stage of getting ready.
Money admin: subscriptions, renewals and staying on top
A simple money admin routine to catch the subscriptions and renewals quietly draining your account, tidy up recurring payments and stop overpaying.
A checklist to do with elderly parents when you visit
A gentle checklist of practical things to sort with elderly parents while you are visiting, from documents and access to health details, without a heavy sit-down talk.
One family’s ‘sorted’ resolution
A short story about a family who made getting organised their resolution, what they actually did and the quiet difference it made over the following year.
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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 advisers can add value between meetings (without selling)
Clients judge advisers on the long stretches between meetings, not just the annual review. Here is how to stay useful and visible without ever seeming to sell.
Giving the gift of organised: helping a parent get set up
One of the most useful things you can do for an ageing parent is help them get organised. Here is how to offer it, and do it, without it feeling like taking over.
How to organise your entire digital life (UK)
A complete guide to organising your whole digital life in the UK: accounts, files, photos, subscriptions, passwords and access, so nothing is lost or unreachable.
How to organise your life in a weekend
A realistic weekend plan for getting your life admin in order: what to tackle on Saturday and Sunday, in what order, so you finish genuinely sorted, not exhausted.
Household information organiser: build yours step by step
A step-by-step walkthrough to build your household information organiser this month, section by section, so your family can find the essentials in one place.
The password reset that actually sticks
How to fix your passwords for good, not just after a scare: move to a password manager, secure the accounts that matter and set it up so it lasts.
Lasting power of attorney: the two types, plainly
The two types of lasting power of attorney in England and Wales explained plainly, what each covers, what it costs to register, and how Scotland and NI differ.
‘If something happened to me tomorrow’ checklist
A calm checklist of what your family would need if something happened to you tomorrow, from access and documents to wishes, so nobody is left scrambling.
The first two weeks: what an executor actually has to do
A calm, ordered walk through an executor’s first two weeks: registering the death, using Tell Us Once, notifying banks and what you can and cannot do before probate.