Continuation

A programme ends with everything documented and tested. Then keys move, devices are replaced, people move house, marriages and executors change, the tax position changes, and the rules change. Two years later the document describes a household that no longer exists, and nothing will tell you that either.

Continuation is the standing arrangement that keeps it true.

What happens

Seven dated deliverables a year — three annual, and the briefing quarterly:

• Custody integrity review — the document reissued, every assumption re-checked against what is actually true now.
• Tax data pack, before January — your year assembled in the form your accountant needs, rather than reconstructed in a hurry. Prepared for your accountant to work from, so their time goes on the judgement rather than on the assembly.
• Succession review — beneficiaries, access, instructions and any change of circumstances.
• Research briefing, quarterly — four a year. What has changed and what it means.

Plus unlimited access to the Alderlux members’ channel, where your questions are answered. It is unlimited because it is shared: an answer is written once and read by everybody, and a member who reads a question they would not have thought to ask can get more out of it than the one who asked.

Ask anything — about your arrangements, the documents you hold, or anything in the research. Unlimited means unlimited questions. Where an answer turns into a piece of work — a new custody design, a fresh recovery test, a document rebuilt — it is quoted as one before it starts.

Your Insider membership continues for as long as your Continuation membership does.

What you end up with

Documents that carry a date and a next-review date, so they are never silently out of date. And somewhere to ask, without the conversation starting from the beginning each time.

Who it is for

Anyone who has completed a programme and would rather this stayed correct than remembered to check it.

Cancel at any time.