Checklist

Will Checklist

5 stars
Scores 4.80 with 79 votes
Will Checklist

Presented by:

Kimberly French

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    • For the purposes of tax and investment advice.
    • Married/co-habiting/civil partner
    • Or step children
    • Any property owned in your sole name, including house, bank accounts, society security, saving certificates, shares, car, etc.
    • Details of any house owned with another in joint names.
    • Details of bank/building society accounts or other property owned with another in joint names.
    • And whether they are nominated.
    • Including whether or not you have instructed the Insurance Company to benefit a particular person on your death.
    • Especially if you have made any substantial gifts within the last seven years. This information is needed for Inheritance Tax purposes.
    • Whether your property mortgaged and whether you have any other substantial debts.
    • Do you want to give any special items to named beneficiaries.
    • Do you want to make gifts of cash to friends or charities.
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