This workshop helps you prevent all that - for an all inclusive price of £250 and 1 day of your time.
Let’s be real - no one really likes talking about death.
But you know what’s worse? Leaving behind a big ol’ mess for your family to untangle while they’re grieving.
This isn’t just about wills and paperwork - it’s about peace of mind, clarity, and kindness.
Leave calm, not chaos.
Without clear planning, loved ones can spend upwards of 15 to 30 hours digging through drawers, chasing documents, and paying solicitors £250 - £300+ per hour just to start piecing things together.
That's a lot of money that you don't need your family to spend.
Wouldn't you much rather they kept it for themselves?
"Very helpful that you went through the differences between a medical power of attorney, advanced care plan & advanced decision to refuse treatment.
However the real bonus was the follow-up email with the beautifully presented workbook and guides."
Sue Pinney
"Caro was knowledgeable and engaging, creating a supportive learning environment that encouraged participation and reflection.
One of the most impactful aspects of the course was the financial module, which gave me a nudge in the right direction to now start!"
Jenny Barnes
"You covered an enormous amount of ground and we have the excellent list of links to assist in all the important areas.
Your Workshop was very helpful for us as we have access to masses of useful information now at our fingertips."
Colin Chapman
Nice to meet you - I know how overwhelming all this can feel.
When I had to help my 91-year-old mum get all her own documents, bank details and final wishes in order, I realised just how much there is to think about and organise and how little I actually knew about her admin! But why would I?
We'd never broached that conversation.
I’ve worked in finance, run my own property business, am an independent funeral celebrant and a mum of 4 myself – and I still found it a lot.
That’s why I've created this workshop and my easy 5-step FINAL Framework – so you don’t have to figure it all out the hard way and leave behind overwhelm, stress or lost money.
Find out everything both you and your loved ones will need to know. All the experts you need, all in one place.
Retirement Planning has never been more important to get right these days
Organise Key Documents, Contacts & Info
Learn exactly what actually needs to be included - and what doesn't.
60-page colour workbook included.
Create an 'Everything you need to know' Folder
Ensure you've also covered off the digital aspects of your online legacy.
Over 25 step by step guides shared.
Save your Family time, stress, money and confusion
Take simple steps to organise everything, your family will be grateful.
Walk away with a crystal clear plan.
INHERITANCE TAX PLANNING & PENSIONS
Jennifer Anniston has 18 years experience helping people to manage their inheritance tax planning etc
WILLS & POWER OF ATTORNEY
Courtney Cox has 12 years experience helping people to get their Will and LPOA in place etc
EQUITY RELEASE
Julie has 15 years experience helping people to release equity from their homes to live a fully, quality of life and enjoy their later life.
PROBATE SOLICITOR
Donald has 14 years experience helping people to get their estate sorted etc
FUNERAL DIRECTOR
Mark has 22 years experience helping people in Hertfordshire to arrange their funerals
ATTENDEE CO-ORDINATOR
Kate's worked with Caro for 20 years & is the lady behind the scenes to bring it all together
9.30am Arrival and registration
9.45am WELCOME - Caro Syson
10am - parts 1 & 2 - Facts & Instructions - Caro Syson
11am coffee break
11.15am Wills and LPA's - Danielle
11.45 - part 3 - Financials - Caro Syson
12.15 - Inheritance tax planning & pensions - Helen
12.45pm LUNCH
1.30pm Equity release - XXX
2pm - part 4 - Funerals - Caro Syson
2.30pm - Funeral Director - XXX
3pm coffee break
3.15pm part 5 - Legacy - Caro Syson
3.30pm The probate process - XXX
4pm - PANEL Q&A - Caro & all guest experts
4.30pm Wrap up
A practical, no-nonsense day spent getting everything sorted while you’re still here to do it, kindly and clearly.
It’s probably the most thoughtful few hours you’ll ever spend, and no it's not at all morbid!
You might even leave with some new friends - or someone to buddy up with and stay accountable with.
– clearly, kindly, and without the overwhelm.
We’ll cover:
You’ll leave with:
✔️ Bank accounts, wills, LPOA's, pensions, and passwords
✔️ Contacts, next of kin, & how to keep it all safe & simple
✔️ Myth busting equity release so you dont get caught out
✔️ Funeral wishes, tributes, and all options discussed
✔️ Care of your pets, handling of your property, and where the paperwork lives
✔️ The probate journey - to demystify what actually happens
✔️ A complete 360° view of what's needed, and what's not
✔️ Expert talks covering Wills, Lasting powers of attorney, Pensions, Inheritance tax planning, Probate, Equity release, Funeral planning.
✔️ All your important thoughts & info gathered & sorted
✔️ A printed folder and 60-page colour workbook (also an Editable digital version) & over 25 digital checklists and printable guides
✔️ Know-how to handle your digital and online 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
✔️ Follow up appointments can be booked in with professional experts to ensure that nothing is left to chance or forgotten
✔️ A Power Team to lean on and look after you and your family
Because everything feels better with cake and a cuppa!
This workshop combines practical financial knowledge with real-life experience to give you a straightforward, comprehensive way to organise your affairs.
It’s designed to empower you with clarity and confidence, and to ease the burden on those you care about most.
Get everything in one place - clearly and kindly - for just £250 with 20% off for an accompanying family member or parent.
EXPERT GUIDANCE
From pets to pensions, funerals to finances - I cover every detail with clarity and care. This isn’t just a checklist; it’s my full, guided 5-step FINAL Framework process to help you organise what matters most with 5 experts to ensure nothing is left unanswered.
SUPPORTIVE COMMUNITY
A calm and compassionate space to talk through life’s final admin. You're not alone - this is a safe place to learn, ask questions, and take action with confidence & meet others in the same boat and on the same journey.
NON-JUDGMENTAL
No guessing, no fear - just practical kindness. Wherever you’re starting from, you’re welcome.
Leave with peace of mind for you, and clarity for those you love.
POTENTIALLY SAVE ££££'s
Avoid unnecessary legal fees by getting organised now.
You’ll be in a position to hand your family a clear, ready-made folder - so they don’t have to dig, guess, or pay for someone else to do it later.
COVERS DIFFICULT TOPICS
Yes, we talk about the tricky stuff - like wills, funeral wishes, digital access and everything in between. But we’ll do it gently, with support, and you'll walk away feeling much more in control.
PEACE OF MIND
Know that you've gifted your loved ones that one last act of love - a clear, thoughtful plan so they aren’t left in chaos or 'wondering' during their grief. That’s the kindest kind of legacy.
Don't miss out on the next face-to-face workshop - limited spaces to keep things personal.
This Workshop Location - Shendish Manor Hotel & Golf Course - plenty of free parking on site
Shendish Manor Hotel & Golf Course, London Rd, Hemel Hempstead HP3 0AA
If you have a question that is not answered below, feel free to reach out for more information here.
This workshop is ideal for anyone who needs to review all their legal and financial paperwork to get organised for later life or retirement, and who wants to make things easier for their family when the time comes. It’s especially helpful if you’d like to spare your loved ones unwelcome stress during what will already be a difficult and emotional time. It’s also the perfect space if you need to encourage a parent or partner to start planning. You can attend together, making it a supportive and practical way to get everything in order, side by side.
Information given in the workshop will be generic but experts will be on hand in specific area to discuss your situation in more detail. Once you identify where you need more help, you can then book in 1-2-1 time with them directly to give you personalised, tailored advice at a time to suit you.
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 a related family member, partner or parent and get a 20% discount. Add the additional person by including them in on the form and payment page - or reach out to me directly and I can send you a link. Great for couples, siblings, or adult children to support you. Reach out on the contact page for a link to add a family member.
For sure! You can book in for a 1-2-1 support session with me at any time for more individual help if required. Reach out and book 60 or 90 minutes, or a package of support, on my 1-2-1 page. Additionally all the experts from the workshop day are available for individual appointments by arrangement. Speak to them in the breaks or at the end to schedule in a time.
You can reschedule one time only on to a future date with at least 7 days notice - please check booking Terms of Business.