Personal Detail Name Please enter your name
Are you known by or do you own any property in any other names? If yes, provide details
Address Please enter an address
Email Please enter your email address
Telephone Please enter your telephone number
Date of birth Please enter your date of birth
Occupation Please enter your occupation
Do you have any ties with or any property outside the UK? If yes, provide details
Family Marital Status Please enter your marital status
Further details If married, please enter the name of your spouse and date of marriage. If divorced, please enter the name of your ex-spouse and date of divorce. If widowed, please enter the name of your deceased spouse and their date of death. If you are in a relationship or cohabiting, please enter the name of your partner.
Number of children Please enter a number
Number of grandchildren Please enter a number
Is there anyone to whom you give financial support? If yes, provide details
Please give details of any special, relevant factors regarding your family members e.g. step children, adopted children or any disabilities etc.
Your assets Please enter the value for each of these asset groups.
Property - Main home Please enter a value
Property - Holiday home Please enter a value
Property - Other Please enter a value
Savings - Bank accounts Please enter a value
Savings - Building society Please enter a value
Savings - ISAs Please enter a value
Savings - National Savings Please enter a value
Savings - Other Please enter a value
Investments - Stocks and shares Please enter a value
Investments - PEPs Please enter a value
Investments - Other Please enter a value
Insurance - Life Please enter a value
Insurance - Pension Death Benefits Please enter a value
Insurance - Other Please enter a value
Personal - Car Please enter a value
Personal - House contents Please enter a value
Personal - Valuables Please enter a value
Personal - Other Please enter a value
Other assets e.g. business interests, income from trusts, etc. Please provide details.
Your liabilities Please enter the value for each of these liabilities groups.
Liabilities - Mortgage Please enter a value
Liabilities - Hire purchase agreements Please enter a value
Liabilities - Credit cards Please enter a value
Liabilities - Others Please enter a value
Your estate value Total assets This should be the total of the assets section above.
Total liabilities This should be the total of the liabilities section above
Value of estate This should be the total value of the assets section, minus the total value of the liabilities section. The current nil rate band for Inheritance Tax is £325,000. This means that the value of your estate under this amount is taxed at 0%. If the value of your estate is over £325,000 we will be happy to discuss Inheritance Tax planning measures with you
Your Will Executors Please include their names, addresses and their relationship to you. Your executors will be the persons who deal with the administration of your estate. They will collect in your assets, pay any liabilities and distribute your estate in accordance with the terms of your Will. You may appoint up to four executors and may name replacement executors to act only in the event that your named executors are unable or unwilling to do so
Replacement executors If provided, please state their names, addresses and relationship to you.
Cash gifts Include the amount, name of beneficiary, address, age at which they should receive the money.
Specific gifts Include the amount, name of beneficiary, address, age at which they should receive the gift.
Residue of your estate The residue of your estate is what is left over once all funeral expenses, taxes and legacies have been paid.
Gift over If the gift of the residuary estate or part of it should fail, for example because a beneficiary has predeceased you, the gift over clause states who should receive the residuary estate or part of it in substitution. This could be the surviving beneficiaries, the child of the deceased beneficiary, a charity or another beneficiary completely.
Guardians If you have infant children you may appoint a guardian to look after them in the event of your death. Please note, however, that if there is another person living with parental responsibility for the child then this clause will not have effect. Include the name, address and relationship to yourself.
Funeral arrangements - Cremation Please add details of any further wishes.
Funeral arrangements - Burial Please add details of any further wishes.
Arrangements for pets Include a name and address.
Preferred office Please select Boston Grantham Horncastle Lincoln London Newark Sleaford Sleaford Stamford
Please select an office Additional Information Please include details here if you would like further advice in relation to Inheritance Tax planning or trusts.
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