What is the total estate value? *

1 What is the Marital Status of the Deceased? *

2 What is the Marital Status of the Deceased? *

3 What is the Marital Status of the Deceased? *

4 What is the Marital Status of the Deceased? *

5 What is the Marital Status of the Deceased? *

1 Were gifts given of more than £150,000 given in the last 7 years? *

2 Were gifts given of more than £150,000 given in the last 7 years? *

3 Were gifts given of more than £150,000 given in the last 7 years? *

4 Were gifts given of more than £150,000 given in the last 7 years? *

5 Were gifts given of more than £150,000 given in the last 7 years? *

1 Did the deceased take out any pensions other than a state pension? *

1 Did the deceased change or dispose of their pension in the 2 years before they died? *

2 Did the deceased take out any pensions other than a state pension? *

3 Did the deceased take out any pensions other than a state pension? *

4 Did the deceased take out any pensions other than a state pension? *

5 Did the deceased take out any pensions other than a state pension? *

1 Did the deceased own any property or asset abroad worth more than £100,000 *

2 Did the deceased own any property or asset abroad? *

3 Did the deceased own any property or asset abroad? *

4 Did the deceased own any property or asset abroad? *

5 Did the deceased own any property or asset abroad? *

1 Did the deceased have any assets held in trust? *

2 Did the deceased have any assets held in trust? *

3 Did the deceased have any assets held in trust? *

4 Did the deceased have any assets held in trust? *

5 Did the deceased have any assets held in trust? *

1 Did the deceased give up the right to benefit from any assets held in trust? *

1 Did the deceased pay premiums on any life insurance policies? *

1 Are/were the policies payable to someone other than the surviving spouse or civil partner? *

2 Did the deceased pay premiums on any life insurance policies? *

3 Did the deceased pay premiums on any life insurance policies? *

4 Did the deceased pay premiums on any life insurance policies? *

5 Did the deceased pay premiums on any life insurance policies? *

2 Are there investments on the AIM market? *

3 Are there investments on the AIM market? *

4 Are there investments on the AIM market? *

5 Are there investments on the AIM market? *

2 Did the deceased own any of the following? Jewellery, Vehicles, boats, aircraft, Antiques, works of art or collections or Other household and personal goods *

3 Did the deceased own any of the following? Jewellery, Vehicles, boats, aircraft, Antiques, works of art or collections or Other household and personal goods *

4 Did the deceased own any of the following? Jewellery, Vehicles, boats, aircraft, Antiques, works of art or collections or Other household and personal goods *

5 Did the deceased own any of the following? Jewellery, Vehicles, boats, aircraft, Antiques, works of art or collections or Other household and personal goods *

2 Did the deceased own any business or have a controlling interest in a business? *

3 Did the deceased own any business or have a controlling interest in a business? *

4 Did the deceased own any business or have a controlling interest in a business? *

5 Did the deceased own any business or have a controlling interest in a business? *

Would you like a free 30 minute no obligation discussion about your Inheritance Tax forms? *

Would you like to receive an written quote? *

Would you like a free brochure? *