Insights

Plain-English guidance for every stage of getting ready.

For Professionals27 Aug 2026

Turning a one-off will into a lasting client relationship

Will writing is a single point of contact. Client readiness is how a will writer turns that one appointment into a lasting client relationship.

Fresh start: the household reset

The autumn reset: getting your household admin back in order

New year, get organised

How to manage all your accounts in one place: the 2026 refresh

All insights

85–88 of 88

New year, get organised

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.

9 Feb 2026

Guides

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.

26 Jan 2026

New year, get organised

‘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.

21 Jan 2026

Guides

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.

19 Jan 2026