Your Full Name:
Your Date of Birth:
Your Occupation:
Your Marital Status: SingleMarriedCivil partnershipDivorcedWidowed
Partner's Full Name:
Partner's Date of Birth:
Partner's Occupation:
Partner's Marital Status: SingleMarriedCivil partnershipDivorcedWidowed
Address:
Postcode:
Telephone:
Email:
Are you happy for us to contact you by email: YesNo
Do you have an existing Will(s)? YesNo
Do you have children? YesNo
If YES are they under 18? YesNo
(if Yes you will need to consider appointing guardians to look after them)
Are there children from previous relationships? YesNo
Do you have a disabled beneficiary you wish to include? YesNo
Are there any children you wish to exclude? YesNo
Is your estate likely to be taxable? YesNo
As a guide a taxable estate equates to:
If you are single with no children – above £325,000
If you are single with children and you own a property – above £500,000
If you are married with no children – above £650,000
If you are married with children and you own a property – above £1,000,000
If widowed with no children – above £650,000
If widowed with children and you own a property – above £1,000,000
If your estate exceeds £2,350,000 – above £650,000 (above £2,350,000 the additional residence nil rate band is lost)
The above list is only a guide and there are issues that can affect the likelihood of an estate being taxable.
Are you concerned about paying for long-term care? YesNo
There are trusts that can be included in your Will to help protect property from the effects of long-term care costs – would you like more information? YesNo
Do you own a business? YesNo
If Yes is it a trading company? YesNo
If Yes it is likely to qualify for Business Property Relief in respect of inheritance tax
Do you own agricultural land? YesNo
If Yes it is likely to qualify for Agricultural Property Relief in respect of inheritance tax
Do you own foreign property? YesNo
If Yes do you have a foreign Will? YesNo
Is there anything else you wish to add at this stage?
