| Full Name | |
| Address |
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| Post Code | |
| Telephone Number | |
| Work Telephone Number | |
| Email Address | |
| Date of birth: | |
| Occupation | |
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| Partners Name | |
Address
(if different from above) |
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| Post Code | |
Telephone Number
(if different from above) | |
| Date of birth | |
| Occupation | |
| Is your Partner your Spouse or Civil Partner? | |
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| Are you... | |
| Divorced? | |
| Had a civil partnership dissolved? | |
| A Widower? | |
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| Do you have children? | |
| Is there an existing will... | |
| For you? | |
| For your partner? | |
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| Where are they kept | |
CHILDREN'S DETAILS |
| (1) Name | |
| Address |
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| Post Code | |
| Date of birth | |
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| (2) Name | |
| Address |
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| Post Code | |
| Date of birth | |
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| (3) Name | |
| Address |
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| Post Code | |
| Date of birth | |
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| (4) Name | |
| Address |
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| Post Code | |
| Date of birth | |
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| (5) Name | |
| Address |
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| Post Code | |
| Date of birth | |
Is Any Child: |
| from a previous relationship? | |
| adopted? | |
| a step-child? | |
| subject to a residency order? | |
| in the care of another person who may or may not have a residency order? | |
| Is any child's natural parent (other than detailed above) living?? | |
7. Guardians - For Children under 18 years:
Your Guardians will be responsible for bringing up your children.
Please specify two and their relationship to you (if any).
For reasons, which will be explained, try and ensure you do not appoint the same people as both Guardians and Executors (see 8 below) |
| Name | |
Address
(if different from above) |
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| Post Code | |
| Occupation | |
| Relationship | |
| |
| Name | |
Address
(if different from above) |
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| Post Code | |
| Occupation | |
| Relationship | |
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| Is there anyone who has been appointed by the Court as having "Parental Responsibility' for any child? | |
8. Executors
Your Executors will be responsible for collecting and securing your assets, paying your debts, funeral expenses and any tax and for distributing your estate in accordance with the terms of your Will.
A husband and wife/civil partners will usually appoint each other and at least one other person, and on death of the survivor of them appoint two other persons. Your children who are adults may act. You will need to have a minimum of two Executors if there are minor beneficiaries |
| Name | |
Address
(if different from above) |
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| Post Code | |
| Occupation | |
| Relationship | |
| |
| Name | |
Address
(if different from above) |
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| Post Code | |
| Occupation | |
| Relationship | |
| |
| Name | |
Address
(if different from above) |
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| Post Code | |
| Occupation | |
| Relationship | |
| |
| Name | |
Address
(if different from above) |
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| Post Code | |
| Occupation | |
| Relationship | |
| |
9. DOMICILE / RESIDENCY - General Notes
UK residents are liable to UK Income Tax on UK and foreign income.
Non UK residents are subject to Income Tax only on the income arising in the UK and not that abroad.
If you are resident in the UK but not domiciled in the UK then you pay tax on foreign income only in so far as it is brought into the UK.
Residence and Ordinary Residence - the requirements laid down by the Revenue to determine whether or not you fall into either definition are complex and regrettably beyond the scope of this note.
Domicile -is where you have your permanent home (i.e. your place of birth). Your domicile may affect taxes payable in the event of your death.
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| (a) Where are you resident for Income Tax purposes? | |
| (b) Where is your country of domicile? | |
| (c) To where do you intend to retire? | |
| (d) Is the property to be covered by this Will.... | |
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Please note - Your Will may not be effective to pass property which you own which is located outside England and Wales. We do not offer advice on foreign assets as part of our standard Will drafting service. If you inform us that you own property abroad and that you require advice in relation to it, we will be pleased to provide such advice for an additional fee or (after discussing it with you) we will direct you to alternative specialist advice
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SPECIFIC ISSUES - Please give brief details
Do any of the following affect you?
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| (a) Is your Estate worth more than £312,000 | |
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Please note - It is possible that your estate will be subject to Inheritance Tax on your death and that the amount of tax charged will depend on the nature of the provisions contained in your Will. for this reason, advice on Inheritance Tax is commonly a feature of a comprehensive Will drafting service unless expressly excluded.
We will be pleased to advise you as to the likely Inheritance Tax consequences of the provisions which you have asked us to include in your Will on the basis of the information which you have given us However, Tax planning advice is not provided as part of our standard Will drafting service. We will, however, be pleased to provide such advice on request, for which we will need to charge an additional fee. In such cases, we will always provide you with an estimate of the likely costs involved and seek your agreement before going ahead.
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(b) Are any beneficiaries mentally impaired?
Please state their name(s) and age(s) | |
| (c) If you are divorced / separated / previous Civil Partnership, have your financial affairs been sorted out? | |
| (d) If you have children from a previous relationship are you keen to protect their interests? | |
(e) You have any other children?
e.g. children of your spouse, former spouse, civil partner, former civil partner, co-habitee, elderly relatives
If yes, please give details in the box at the end | |
| (f) Are there any dependents you do not intend to provide for in this will? | |
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Please note - The Inheritance (Provision for Family and Dependents) Act 1975 may enable certain persons to seek additional provision out of your estate after your death irrespective of the terms of your will if, in the opinion of the Court, your will fails to make reasonable provision for them. If an application is made under this Act it is likely to involve your estate in expense and may result in a variation of the dispositions made in your Will.
If the information which you provide to us for the purposes of preparing your Will suggests that there is a real risk of such an application being made in respect of your estate, we will advise you that this is the case. We will not however, offer more detailed advice in relation to the 1975 Act unless you ask us to do so and, in those circumstances, we must ensure the right to charge an additional fee but, as before, we will be pleased to provide you with an estimate of the likely costs on request and seek your approval before going ahead.
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| (g) Do you have cremation / burial wishes - if so, please give details in the 'comments' box at the end of this questionnaire. | |
| (h) Do you want the cost of any memorial to be paid for out of your estate? | |
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VALUE OF ASSETS
Please include any Properties, Bank Accounts, Investments, Pensions, Life Assurance Policies, Interests in Trust Funds etc.
Please also list any substantial gifts to others made within the last 14 years.
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Held Jointly (i.e. in your name and the name of another):
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Please Note - In order for us to prepare your Will, please provide us with details of the nature and extent of the property which you own. We will assume unless you let us know that the information which you provide to us is accurate and up to date. This will be particularly important in any case where Inheritance Tax might be payable.
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(C) Where do you want your estate to go?
11. Specific Gifts e.g. jewellery, property, shares
Please ensure you provide full and accurate descriptions. If there is confusion on your death, the gift may fail for uncertainty.
A Beneficiary is the person you would like to receive the gift.
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Ask yourself:-
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| (a) Do you want all of these gifts to occur on your death, or after the death of your spouse / partner? | |
| (b) Has any gift been used as a security for a loan and if so is it given free of that loan? | |
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12. LEGACIES - i.e. a sum of money
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13. REMAINDER OF YOUR ESTATE
This is everything that is left after the payment of your debts etc and of the specific gifts and legacies given in 11 & 12 above.
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| (a) Do you want the remainder of your estate to go to your spouse / partner / civil partner? | |
(b) If not, where do you want it to go?
To your children, in what shares and at what age? other relatives? Friends?
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| (c) If those in (a) & (b) above predecease you, where do you want it to go?
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| If (any of) your child(ren) die(s) before you - their children? | |
| In each case in equal shares? | |
Some other arrangement:-
(Please specify)
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| (d) If none of the above survive you, where do you want it to go? e.g. other family members or charities? If so, please let us have details in the box below
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| Comments/ Any other questions:
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We attach a copy of our standard Terms and Conditions of Business.
Changes in the law also require that we carry out money laundering checks against all new clients. Please tick the boxes below to confirm that you have read and agree our terms and money laundering policy and that you authorise us to use the personal information you have provided for the purpose of money laundering procedures only. Apart from these limited purposes, all information provided will be treated in the strictest confidence.
Terms & Conditions of Business
Money Laundering Policy
I confirm that I have read and agree your terms and conditions / money laundering policy
I confirm that you may use my personal information for money laundering purposes only
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