Plain-English reading on the money moments every family hits from first budgets to estates, told by people who’ve been there.
In brief: A wedding changes your surname and your address book, but it doesn’t automatically merge what you and your partner each know about the
Summary: 102,678 divorces were granted in England and Wales in 2023, and only around 1 in 10 divorcing couples formally address pension assets in their
Summary: In Great Britain, women hold on average 21% less total wealth than men, with the pension gap (43%) responsible for almost the entire difference,
Have you watched the latest season of Beef on Netflix? There was a moment that caught our attention involving a couple’s finance app and we
Summary: Open communication prevents conflicts: Regular money talks help couples stay aligned on spending, saving, and financial goals before disagreements arise Shared systems work better than
Summary: Start with shared vision meetings: Get every family member’s input on money priorities before setting any financial goals Use the 50/30/20 framework adapted for
Summary: Recognise warning signs early: Unopened mail, missed payments, unexplained withdrawals, and confusion about accounts signal your aging parents need financial help, address these before
Summary: Financial infidelity affects 1 in 3 relationships and creates hidden costs that extend far beyond money, damaging trust, communication, and long-term relationship stability Money
Summary: Financial disconnection between family members often signals the need for collaborative money management tools Scattered accounts and poor visibility into your family’s complete financial
Summary: Identify Key Financial Roles – Families typically comprise Planners (organised, future-focused individuals), Non-Planners (spontaneous, present-focused individuals), and Children (observers and learners). Understand Associated Challenges – Planners
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