Guides and toolkits

Practical guides for life admin, renewals and property deadlines

Use these guides to understand what needs doing, when to act and what to keep inside Life Admin so expensive dates do not sneak up on you.

Guide

Landlord compliance checklist

Track gas safety, EICR, EPC, insurance, deposits and renewal dates in one order.

Guide

The remortgage timeline

Know when to start before a fixed rate ends and avoid drifting onto a worse rate.

Guide

Renewal timing that saves money

Plan car, home and mortgage renewal dates early enough to compare properly.

Toolkit

Debt Escape Planner

Structure debts and pick a repayment method that clears them efficiently.

Toolkit

If something happens to me

Give someone trusted a clear route through your important dates and documents.

Toolkit

New landlord starter pack

The first-property admin list for new landlords and property investors.