Discover my top tips
It’s never too early to make a will and you should review yours every two to three years, or earlier if your circumstances change.
Consider putting a Lasting Power of Attorney in place sooner rather than later. It’s important to think about what you would want to happen if you lost capacity to make decisions for yourself.
Keep your important documents organised, along with an up-to-date record of your finances, including gifts which you have made. This information will be invaluable to your executors.