Free downsizing checklists and guides
Six printable PDFs that take you from 'are we really thinking about this?' to the first night in the new place. Free. We email you the links, and that is the only thing we ask for.
Is Downsizing Right for Me?
A one-page self-check: the reasons, scored honestly.
The Ups and Downs Worksheet
Pros and cons side by side, with room for your own.
Downsizing Step by Step
The basics, in order, from first thought to moving day.
Money Released Planner
Every cost of the move and what you would be left with.
Gifting a Deposit Guide
How to help family buy, the paperwork, and the tax and care rules.
Decluttering Room by Room
A lifetime of belongings, one room at a time.
On their way.
Check your inbox (and the junk folder, just in case) for an email with all six links. Or open them right here:
- Is Downsizing Right for Me?A one-page self-check: the reasons, scored honestly
- The Ups and Downs WorksheetPros and cons side by side, with room for your own
- Downsizing Step by StepThe basics, in order, from first thought to moving day
- Money Released PlannerEvery cost of the move and what you would be left with
- Gifting a Deposit GuideHow to help family buy, the paperwork, and the tax and care rules
- Decluttering Room by RoomA lifetime of belongings, one room at a time
What's in them
Is Downsizing Right for Me?
The twelve reasons people downsize, as a scored self-check, with the questions to ask yourself and your partner before you ask anyone else. One page, for the kitchen table.
The Ups and Downs Worksheet
The gains and the losses side by side, with tick boxes for the ones that apply to you and space to add your own. Designed to be filled in twice: once by each of you, then compared.
Downsizing Step by Step
The basics in order: a year out, six months out, three months out, the final weeks and the first month afterwards. Valuations, family, decluttering, solicitors, removals, the admin.
Money Released Planner
Every cost of the move with typical figures and a column for your own, and the sum at the bottom that tells you what you would really be left with. Plus the questions to ask about care, benefits and inheritance tax before you spend it.
Gifting a Deposit Guide
How to help a child or grandchild buy: what the lender will want, the gift letter (with wording), the seven-year rule and the annual exemptions, the care-costs question, and how to keep it fair between children.
Decluttering Room by Room
A lifetime of belongings, one room at a time, with the four-pile method and where to take the things you are letting go of. Start with the loft; it is the easiest and the most encouraging.