The problem nobody plans for
You know which lender to call, when each fixed rate ends, and what was agreed on a handshake. Most of that lives in your head, and nowhere else.
If something happened to you, your family could face frozen bank accounts, months of probate, and lenders asking questions nobody can answer. All while they are grieving.
What you meant as generational wealth can land on them as a burden. Without your knowledge behind it, the easiest way out is to sell fast and cheap, the one thing you never wanted.
“I know people with £40 to £50 million portfolios who've sold them, because the kids didn't know how to run them.”
What Master Key does
Eleven short questions about your portfolio and the plans you have in place: your will, your powers of attorney, your life cover, your records, and who could step in if you could not. It takes about three minutes and needs no account.
You see your score across protection, continuity and legacy, your weakest area, and where you stand on the three basics everyone should have. We email your result to you, with a private link to come back to it at any time.
Everything the Blueprint interview produces stays together in one private portal: your Day-One File and Action Plan, and draft documents for your advisers, including a will brief, a memorandum of wishes and a family guide.
Checks point out gaps and inconsistencies before your advisers see them, and you can return at any time to update your answers as things change.
More than money
What your family inherits
We all want our children to have the best in life. But handing them the keys to enormous wealth, without the knowledge, the experience or the values behind it, has the potential to cause more harm than good.
Master Key captures more than your assets. It captures your rules, your reasoning and your belief system, so your family inherits your thinking, not just your money.
Free continuity check
About 3 minutes. No account needed.
