Partner's details:

Partner's Full Name:

Partner's Date of Birth:

Partner's Occupation:

Partner's Marital Status:
SingleMarriedCivil partnershipDivorcedWidowed

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16%

Contact details:

Address:

Postcode:

Telephone:

Email:

Are you happy for us to contact you by email:
YesNo

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33%

Extra details

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

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50%

Your estate

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.

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66%

Other details

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

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83%

Other information

Is there anything else you wish to add at this stage?

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