Adviser 3.0

The Art of Dying Tidily - RECAP

Written by Timeline | Jun 10, 2025 3:50:03 PM

Planning for Peace of Mind: Preparing for the Future with Confidence 🕊️

 

Life is full of careful planning—whether it’s for relationships, careers, or homes. Yet, when it comes to the one inevitable event we all face—our own mortality—many of us fall short. Shockingly, nearly 60% of adults don’t have a Will, leaving loved ones vulnerable to legal and financial complications.

In the recent webinar, Planning for Peace of Mind, Matthew Hutton, author of Your Last Gift - Getting Your Affairs In Order, highlighted the importance of taking practical steps now to “die tidily.” From creating Wills and setting up Lasting Powers of Attorney (LPAs) to managing digital assets and personal relationships, Matthew outlined a comprehensive approach to end-of-life planning.

The session underscored how advisers can guide their clients through these sensitive yet crucial preparations, helping to ease emotional and financial burdens. Ultimately, planning well for the end of life allows us to live more fully with confidence and peace of mind.

Key Takeaways:

  • Essential legal and financial steps for end-of-life preparation, including guardianship and inheritance tax planning

  • How to effectively support clients in organising their affairs to ensure a smooth transition for their families

By facing the realities of mortality head-on, we gift our loved ones security and ourselves a fuller, more peaceful life.

Rev Matthew Hutton DL - Tax Specialist, Farmer & Anglican Priest

Matthew Hutton is an advocate for thoughtful end-of-life planning, emphasizing that while many aspects of life—relationships, careers, and homes—are carefully planned, most people neglect preparations for their own mortality. He highlights the startling fact that nearly 60% of adults do not have a Will, which can leave loved ones vulnerable to legal and financial difficulties.

As the author of Your Last Gift – Getting Your Affairs In Order, Matthew recently presented a webinar titled Planning for Peace of Mind. In it, he stressed the importance of taking practical steps to “die tidily,” covering a comprehensive approach that includes creating Wills, setting up Lasting Powers of Attorney (LPAs), managing digital assets, and addressing personal relationships.

Matthew’s session demonstrated how advisers can play a vital role in guiding clients through these sensitive yet essential preparations, ultimately helping to alleviate emotional and financial burdens. His message underscores that effective end-of-life planning enables individuals to live more fully with confidence and peace of mind.

Key takeaways from his work include essential legal and financial steps such as guardianship and inheritance tax planning, as well as strategies for advisers to support clients in organising their affairs to ensure a smooth transition for their families. By encouraging people to confront mortality directly, Matthew promotes gifting loved ones security and creating the foundation for a fuller, more peaceful life.