Estate Planning & Inheritance Tax Questionnaire

Name *

First Name

Last Name

Marital Status

Single

Married

Divorced

Widowed

Civil Partnership

Do you have children?

Yes

No

Do you have dependents other than children? *

Yes

No

Approximate total value of your estate *

Including property, savings, investments, etc.

Under £325,000

£325,000-£650,000

£650,000 - £1 million

Over £1 million

Do you own any properties? *

Yes

No

Do you have a will? *

Yes

No

Have you made any gifts to family or friends in the last 7 years?

Yes

No

Do you have any trusts established? *

Yes

No

What are your main objectives for estate planning? *

Tick all that apply

Minimizing inheritance tax

Ensuring financial security for the family

Charitable giving

Avoiding probate complications

What are your main concerns about your current estate plan? *

Tick all that apply

High inheritance tax liability

Family disputes

Lack of liquidity

Insufficient provisions for dependents