Reviewing your estate planning and wider arrangements may sound like a significant undertaking, but it does not necessarily require a complete overhaul. With that in mind, our private client checklist considers five key areas to review this autumn. Your pension
| less than a minute read
Getting your house in order: a private client checklist for September

/Passle/684aabd0876e0bc0c5ee8005/SearchServiceImages/2026-10-20-13-22-10-521-6ad76b026b3e1917a7cc6fc2.jpg)
/Passle/684aabd0876e0bc0c5ee8005/SearchServiceImages/2026-10-16-08-02-37-020-6ad1da1d0e7e30becd8f93fd.jpg)
/Passle/684aabd0876e0bc0c5ee8005/SearchServiceImages/2026-10-16-08-02-38-673-6ad1da1e0e7e30becd8f9408.jpg)
/Passle/684aabd0876e0bc0c5ee8005/SearchServiceImages/2026-10-15-13-11-40-873-6ad0d10cdf7274b81171abc5.jpg)