Guides for every step of your journey
Our range of guides and resources will help you at every step of your life journey.
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Five Steps to Take When a Credit Card Holder Dies
FinancialHow to ensure the full closure of someone’s account when they die.
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A Guide to Keeping Your Finances and Assets Organised
FinancialOrganising your important information and getting your personal and financial affairs in order is a great gift to your family and loved one.
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A Short Executor’s Guide – How to Settle a Loved One’s Estate or Trust
FinancialWhen someone dies it is vital to manage their estate, including their house, investments and savings, possessions and whatever else they owned. Here is a short executor's guide.
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Death and the Financial Aftermath: A Simple Guide to Notifying Credit Agencies and Creditors
FinancialWe know it's tough to make sound decisions when a loved one passes away. This article will help you work out which creditors to notify following the death of a loved one.
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End-Of-Life Financial Planning Checklist
FinancialThis article will provide you with a checklist of items that you should consider for financial end-of-life planning, whether you are facing end-of-life now, or you would to organise for the future.
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Managing Money: Preparing for Retirement Checklist
FinancialHaving your affairs in order before retirement can be very beneficial in the long run. Our checklist helps you be certain you're prepared for retirement.
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Do Not Die Unmarried, It’s a Financial Disaster
FinancialThe Marriage Problem: Millions of cohabiting couples are incorrectly holding the belief that they would automatically receive their partner’s money, property and pension if they died.
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How to Cancel a Student Loan Following a Death
FinancialHere is the process and guidance for cancelling a student loan in the UK following a bereavement.
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The (Terrible) Financial Statistics About Death in the UK
FinancialFindings of UK’s biggest ever survey into death and bereavement revealed a fear of discussing death is leading to a lack of later life planning across the nation. Here are the stats.
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