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FAMILY DETAILS |
Parents/Grandparents
Annual Value of Estate Name Date of Birth State of Health gross income (approx.)
1. ______________________ ____________ _____________ ____________ _____________
2. ______________________ ____________ _____________ ____________ _____________
3. ______________________ ____________ _____________ ____________ _____________
4. ______________________ ____________ _____________ ____________ _____________
5. ______________________ ____________ _____________ ____________ _____________
6. ______________________ ____________ _____________ ____________ _____________
Has any inheritance tax/estate preservation planning been undertaken recently?
If yes, please give details: ______________________________________________________________
______________________________________________________________
Children/Other dependents
Name Date of Birth Relationship Present marital status
2. ____________________ ____________ ______________ ___________________
3. ____________________ ____________ ______________ ___________________
4. ____________________ ____________ ______________ ___________________
5. ____________________ ____________ ______________ ___________________
6. ____________________ ____________ ______________ ___________________
If any of the above children or other dependents receive a significant gross income, or own or have an interest in a significant amount of assets, please supply details.
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SCHOOL FEES PROVISION |
Are school fees payable or foreseen? Yes q No q
Has any provision been made? Yes q No q
If yes to either, please give brief
details (including name(s) of
school(s), fees payable etc.) _______________________________________________________
_______________________________________________________
_______________________________________________________
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TRUSTS |
Self Spouse/Partner
Have you set up any trusts? Yes q No q Yes q No q
Are you the beneficiary of
any trusts? Yes q No q Yes q No q
If yes to either, please give
brief details showing estimated
capital value, a note of income
you receive and who the
beneficiaries of each trust are. _________________________________________________________
_________________________________________________________
_________________________________________________________
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WILLS |
Self Spouse/Partner
Have you made a Will? Yes q No q Yes q No q
If yes, was it drafted by a
professional adviser? Yes q No q Yes q No q
When was the Will last
reviewed? _____________________ ____________________
Please give details of the main
provisions if more convenient,
please attach a copy. ________________________________________________________
________________________________________________________
________________________________________________________
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GIFTS |
Self Spouse/Partner
Have you made any gifts in
the last 7 years? Yes q No q Yes q No q
If yes, please give details _______________________ _______________________
_______________________ _______________________
_______________________ _______________________
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EXISTING ARRANGEMENTS |
Self Spouse/Partner
Protection for you and your family
Do you feel that your current level of
life cover is sufficient to meet the
needs of your dependents? Yes q No q Yes q No q
If no, how much additional cover do
you believe you require? _____________________ ______________________
If you should suffer long term
sickness or disability:
Do you feel that your current
arrangements are sufficient to
meet your needs? Yes q No q Yes q No q
If no, how much additional cover
do you believe you require? _____________________ ______________________
Savings:
Do you feel that your current level of
commitment to regular savings is
adequate? Yes q No q Yes q No q
Retirement Provision
What percentage of your income
would you like to take as a pension? ___________________% ___________________%
By how much would you like to see
your pension increase each year?
(0%, 3%, 5%, or Retail Prices index) ____________________ _____________________
At what age would you like to retire? ____________________ _____________________
Do you feel that your current pension
arrangements are sufficient to meet
your needs in retirement? Yes q No q Yes q No q
Investments
Do you feel that your spread of
investments reflects your current
attitude to risk? (See attitude to
risk section) Yes q No q Yes q No q
If no why not? ______________________ _____________________
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EXISTING ARRANGEMENTS (CONTINUED) |
Self Spouse/Partner
Estate Preservation
Do you wish to preserve as much as
possible of your estate for your
beneficiaries on death? Yes q No q Yes q No q
Have you taken any steps to achieve
this? Yes q No q Yes q No q
If yes, please give details _____________________ _____________________
Would you consider further
planning to achieve this? Yes q No q Yes q No q
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FUTURE PLANS (FAMILY INTERESTS, EXPECTATIONS |
Please give details below: