NEXT IN PERSON DATE HATFIELD FRIDAY 5th JUNE AT 9.30AM
A single appointment with a solicitor costs £250-300+ per hour. One session with a financial adviser? Similar.
For £125 you get half a day of guided practical planning - plus your digital workbook, 50+ checklists and guides, trusted free resources and government links that save you time and money before you spend a penny on professional fees.
That's not just good value. That's a no-brainer.
It's the paperwork. The passwords. The "where did they keep...?"
Without clear planning, families spend 50+ hours chasing documents, digging through drawers and trying to piece together information that could have been sorted in half a day.
That's time and money your family simply doesn't need to spend.
Leave calm, not chaos or confusion or conflict.
I started Your Final Matters after helping my own 92-year-old mum navigate her later life planning - and realising how overwhelming it all was, even for someone like me who's been running businesses for 35 years.
I've spent my career across finance, property and healthcare. I know how this stuff works. And I know how to make it feel far less daunting.
What I've learned is that none of this can be looked at in isolation. Your Will affects your pension. Your pension affects your inheritance tax. Your digital accounts affect your estate. Your business affects everything. It all connects.
That's what I do. I join the dots. I help you see what you're missing, understand the full picture, and take action faster than you would on your own.
I'm not a solicitor or a financial adviser - and I'd never suggest you don't need them. But I am the affordable first step before those expensive appointments - so you arrive prepared, not overwhelmed.
Find out everything your loved ones will need to know. All in one place. Just £125 (introductory offer price) for 1/2 day
Organise Key Documents, Contacts & Info
Learn exactly what needs to be included - and what doesn't. No overwhelm, just a clear practical starting point.
Includes your 70-page digital workbook and 50+ checklists and guides. (Want the printed colour version? Add it for just £20.)
Create an 'Everything you need to know' Folder
Leave with a ready-made Everything You Need To Know folder - physical and digital - so your family aren't left guessing.
Plus trusted free resources and government links to take your next steps without unnecessary expense.
Save your Family time, stress, money and confusion
Sort it once. Sort it properly. And give the people you love the greatest gift of all - clarity when they need it most.
Walk away with a crystal clear action plan.
A practical, no-nonsense half day to get everything sorted - kindly, clearly and without the overwhelm.
It might just be the most thoughtful few hours you ever spend.
You might even leave with some new friends - or someone to hold you accountable as you take the next steps.
– clearly, kindly, and without the overwhelm.
We’ll cover:
You’ll leave with:
✔️ Bank accounts, wills, LPAs, pensions, and passwords
✔️ Contacts, next of kin, and how to keep it all safe and simple
✔️ Digital legacy - passwords, accounts and what happens to your online world
✔️ Funeral wishes, tributes, and options discussed
✔️ Care of your pets, handling of your property, and where the paperwork lives
✔️ Understanding the process of probate
✔️ All your important thoughts & info gathered & sorted
✔️ A curated list of trusted free resources and government links to take your next steps without unnecessary expense
✔️ Editable 70 page colour workbook shared & over 50 checklists/ guides
✔️ Know-how to handle your digital legacy
✔️ Peace of mind for you, and clarity for those you love
✔️ A clear next step if you want to update your will or share details with family
Because everything feels better with cake and a cuppa!
Most people arrive at a solicitor or financial adviser not knowing what they need - and clock up unnecessary fees just getting to that point.
This workshop changes that. You'll leave knowing exactly what you need, what questions to ask, and where to go next - without paying professional rates to figure out the basics.
And where there are free government tools, trusted resources and cost effective alternatives - I'll point you to those too.
Half day workshop - £125 per person
Second family member - just £75 (40% saving)
Optional printed 70-page colour workbook - add just £20
(Also available - a full one day workshop at £250 with 4 guest experts and lunch included.)
Limited spaces to keep things personal - don't leave it too long.
For bespoke, personalised 1:1 tailored sessions check out your options here for more details.
If you have a question that is not answered below, feel free to reach out for more information here.
It's perfect for anyone who is not yet organised with all their legal and financial paperwork in order and who wants to leave their family with the least amount of stress at what will undoubtedly be a sad and upsetting time. And if you're wanting to get your parent or partner onboard with end of life planning, this is the perfect joint space you need and can attend together.
No – it’s practical and informational guidance to help you get all your affairs in order. No legal or financial jargon - and definitely no scary stuff. My full 1-day workshops however will have guest experts speaking on legal and financial subjects - so they will be in a position to answer specific queries you have with much more in depth knowledge.
You’ll receive a confirmation email, and nearer the time be sent a preparation list to think about before you arrive.
If space allows then you can bring someone related for 40% off the 1/2 day workshop and 20% off the full 1-day workshop price. Great for couples, siblings, or adult children to support you. Reach out on the contact page for a link to add a family member.
Absolutely! You can book in for a 1:1 support session at any time for more individual help if required. Reach out and book 60 or 90 minutes, or a package of support, on the 1:1 page.
You can reschedule one time only on to a future date with at least 7 days notice - please check booking Terms of Business.
Your half day workshop, digital 70-page workbook and 50+ checklists and guides, plus trusted free resources and government links to help you take your next steps. Want the printed colour workbook too? Add it for just £20.