Information on Inheritance Tax saving wills relating to your particular situation

*Are you married?		Yes No
*Are you a homeowner?		Yes No
*Is your total estate over £285,000?		Yes No Unsure

Your details * Must complete     Title   <Please select> Mr. Miss Mrs. Ms. Dr. Prof. * Forename   Middle name   * Surname   Date of birth   (dd/mm/yyyy) *   Male Female * Daytime telephone   * Evening telephone

2nd Person       Title   <Please select> Mr. Miss Mrs. Ms. Dr. Prof. Forename   Middle name   Surname   Date of birth   (dd/mm/yyyy)     Male Female Daytime telephone   Evening telephone

* e-mail address
*Street
City
County
*Post Code
Do you currently have a trusted Inheritance Tax Advisor?				Yes No
If so, who?				Solicitor Financial Advisor Other
(It is usually recommended to write a will before addressing lifetime financial planning)

Please enter any other details or comments here (if applicable)