| Have you made a Will? |
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| Has your Will been safely lodged so that others can access it after your death? |
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| Does your Will name a guardian for your children if both you and your partner die while they are still in their minority? |
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| Have you considered how to fund the inheritance tax liability? |
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| If you die suddenly, will your executors be able to locate all your records easily? |
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| Do you have medium-term and long-term financial objectives? |
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| Do you know the present value of your estate? |
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| Are you comfortable with the executor(s) and trustees you have selected? |
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| Have you arranged your affairs to take advantage of the NIL rate band, Residence Nil Rate Band, Reliefs and the inheritance tax exemptions? |
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| Are you sure you have the right type and amount of life assurance? |
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| Have you considered a trust to prevent assurance proceeds from being taxed as part of your estate? |
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| Have you considered making gifts to family members that take advantage of the inheritance tax and capital gains tax exemptions and reliefs? |
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| Are you sure your estate plan is up-to-date and takes into account all your personal wishes and all your potential tax saving strategies? |
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| Have you considered how inheritance tax will affect your business? |
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| Do you know what will happen to your business if you die? |
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| Do you know that business assets can be given away without your having to pay capital gains tax? |
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| Do you know how to give away business assets free of inheritance tax? |
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| Have you considered the use of trusts in estate planning? |
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| Do you know the intentions of relatives with substantial estates? |
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