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Home » Wills and powers of attorney » Wills Questionnaire
Your Full Name:
Your Date of Birth:
Your Marital Status:
Partner's Full Name:
Partner's Date of Birth:
Partner's Marital Status:
Are you happy for us to contact you by email:
Do you have an existing Will(s)?
Do you have children?
If YES are they under 18?
(if Yes you will need to consider appointing guardians to look after them)
Are there children from previous relationships?
Do you have a disabled beneficiary you wish to include?
Are there any children you wish to exclude?
Is your estate likely to be taxable?
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?
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?
Do you own a business?
If Yes is it a trading company?
If Yes it is likely to qualify for Business Property Relief in respect of inheritance tax
Do you own agricultural land?
If Yes it is likely to qualify for Agricultural Property Relief in respect of inheritance tax
Do you own foreign property?
If Yes do you have a foreign Will?
Is there anything else you wish to add at this stage?
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