Wills and Estate Planning Questionnaire

In order for us to provide you with the best advice for your individual circumstances it is important that we have all the relevant information. We appreciate that this form is long but hope that it is not as daunting as it may first appear. It is likely that you will not have to complete all the questions. Please note that fields marked with an (*) must be completed to submit the form.
1. Personal Details
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Please enter a valid email address.

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This will affect the advice we give regarding your Will. It is important to let us know if you are planning to get married or divorced in the near future.

2. Existing Will
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3. Funeral Wishes
It is customary to set out in your Will your preferred funeral arrangements. We would recommend that you advise your family and Executors of these wishes.
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e.g. leaving your body to medical science or donating your organs.

4. Choice of Executors
Executors are the individuals whom you appoint in your Will to carry out your wishes. You may choose one or more adults to act and we would suggest that you ask them to confirm that they are happy to do so. You may appoint family members (including those who benefit under your Will), friends or professionals such as the Partners in this firm. We would recommend that you appoint at least two Executors, but you may choose up to a maximum of four individuals. It is advisable to appoint a substitute in case one of the first choices of Executor is unable to take up the appointment.
Executor No. 1
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Executor No. 2
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Additional Executor(s)
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Substitute Executor(s)
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5. Your Family
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6. Guardians
If you have children under the age of 18 years, it may be wise to include a provision in your Will to appoint a guardian/s. Such an appointment will generally only take effect should both you and your child's other parent have died. You may also wish to consider making a provision in your Will to provide financial support for any guardian should this clause come into effect.
Guardian No. 1
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Guardian No. 2
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7. Gifts
Cash Gifts
You may wish to leave a lump sum of money to relatives or friends, or to clubs or societies or other groups (gifts to charities are dealt with in a later section).
Beneficiary No. 1
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Beneficiary No. 2
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Specific Gifts
You may wish to include gifts of specific personal items (e.g. jewellery, antiques, or sentimental or family objects.
Beneficiary 1
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Beneficiary No. 2
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Gifts to Charity
Many people remember favourite charities in their Will. Gifts to registered charities will be exempted from inheritance tax. If it is your wish to include a charity please set out the details below.
Charity No. 1
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Charity No. 2
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8. The Rest of Your Assets
The remainder of your assets (after the deduction of any debts, tax and other expenses, and any gifts made in section 7 above are referred to as the residue, or residuary estate. You may elect to leave the entire residue to one person (such as a spouse or civil partner), or divide it between several individuals (such as a number of children) or groups. Since the value of your estate is hard to quantify, and will change over the years, it is usual to state a fraction or percentage rather than a specific amount if you are intending to split the residue between a number of beneficiaries.
Beneficiary No. 1
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Beneficiary No. 2
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9. Foreign Assets
If you own assets overseas this needs to be taken into consideration.
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Foreign Asset No. 1
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Foreign Asset No. 2
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10. UK Assets
If your individual assets (less any liabilities) exceeded £325,000, your estate may be liable to pay Inheritance Tax on your death. If you would like us to provide tax planning advice in connection with the preparation of your Will, we shall need to have a better understanding of your financial circumstances. The position will obviously change over the years and this is one of the reasons that we suggest clients review their Wills periodically.
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If you haven't asked for tax planning advice please go to question 11. If you would like tax planning advice please complete the details below in broad terms. All tax advice is given on the basis of the tax legislation in force at the time.
Details of Assets
Home
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Other properties
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Land
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Vehicle(s)
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Other Possessions
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Bank/Building Society Accounts
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Quoted Shares
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Unquoted Shares
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Unit Trusts
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PEPS and ISAs
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Insurance Policies
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Trust Property
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Business Assets
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Any Other Assets
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Details of Money Owed
Mortgage
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Loan
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Other Debts
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If yes; please provide details below
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11. Miscellaneous
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Please enter the text shown to submit your form
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