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First Name *

Last Name *

Phone *

Email *

Have you made a Will? *

Yes

If yes, was it updated within the last 5 years or after a significant event in your life e.g., marriage? *

Yes

Have you any children under the age of 18? *

Yes

Do you have a Guardian in place and understand the consequences of not having a Guardian for your children? *

Yes

Do you have a Lasting Power of Attorney (LPA)? *

Yes. for both Health & Welfare, and Property & Finance

Yes, for one of these only

Do you understand the importance of having an LPA? *

Yes

Have you established any Trusts? *

Yes

Do you understand the importance of having Trusts in place? *

Yes

Have you discussed your estate plans with your family? *

Yes

Do you own a business? *

Yes

Have you put in place a succession plan for your business? *

Yes

Partially

Are you aware of the consequences of not planning for continued business succession and protection? *

Yes

Do you receive a residual income from business activities, such as being a Partner of Utilities Warehouse etc? If so, are you aware that this residual income is not protected if not placed in a Trust on death? *

Yes, I'm aware and planned for

Yes, I'm aware and not planned for

No, I'm not aware and not planned for

No, this is not applicable to me

Are your financial affairs in order? *

Yes, everything is organised

Somewhat, but I need to review

No, I need help

Would you like assistance in organising your financial documents? *

Yes

Have you considered Inheritance Tax implications? *

Yes, I have a plan

No, but I'd like to know more

I'm unsure what this means

Have you have a plan for digital assets? *

Yes

I'm unsure what this involves

Would you like resources on managing digital assets? *

Yes

Do you have any appropriate insurance policies in Trust to mitigate any tax liabilities? *

Yes

Would you like to find out more? *

Yes