- 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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