For the purposes of tax and investment advice.
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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