Wills questionnaire

Wills questionnaire

Please complete and then click the 'Submit' button. If you should run out of space whilst completing any of the sections, please use the "Any other relevant information" box after Section 16.

General Information

The current Inheritance Tax threshold is £325,000. Gifts to spouses are usually exempt, but gifts on death to other individuals are taxed at 40% on the excess above the threshold
On marriage your Will is automatically cancelled unless it specifically states that it was made in expectation of your forthcoming marriage to that person
On divorce gifts to your spouse and his/her appointment as executor are cancelled, but the rest of the will remains in force
If you make no financial provision for a close relative or partner it is possible that he/she could make a claim against your estate

If you require further advice on any of the information above, or on completing this questionnaire, please do not hesitate to contact us on 0114 418 4000.

Section 1: You and your family

Surname

First names

Address

Daytime telephone number

Home telephone number

Email address

Date of birth

Occupation

Section 2: Your husband / wife / partner Your husband / wife / partner

Surname

First names

Date of birth

Occupation

Have you been married before?

Yes No

Other names
Are you or your Husband/Wife/Partner known by any other names? If so, please give details

Section 3: Marriage / partnership details

Are you married or in a registered civil partnership?

Yes No

Do you intend to marry in the near future?

Yes No

Section 4: Your children

Do you have any children?

Please indicate if any are from a previous marriage or relationship

Yes No

Section 5: Your home

Is your home:
Owned in your name alone?

Yes No

Is your home:
Owned in joint names with your husband/wife/partner?

Yes No

Is your home:
Owned in the name of your husband/wife/partner alone?

Yes No

Is your home:
Rented?

Yes No

Section 6: Your business Details concerning any business you manage / own

Do you have a business

Yes No

If yes, please give details:

Section 7: Your main assets Please list your main assets and give approximate values:

Asset and value 1

Asset and value 2

Asset and value 3

Asset and value 4

Asset and value 5

Section 8: Your joint assets Do you have any jointly owned assets? If yes, please give a general description, their approximate values and the name(s) of the other owner(s).

Asset and value 1

Name(s) of other owner(s)

Asset and value 2

Name(s) of other owner(s)

Asset and value 3

Name(s) of other owner(s)

Asset and value 4

Name(s) of other owner(s)

Asset and value 5

Name(s) of other owner(s)

Section 9: Do you own assets abroad

Asset and value 1

Asset and value 2

Asset and value 3

Section 10: Funeral

You may specify in your will if you wish to be:

Section 11: Executors You should appoint executors to carry out the instructions in your Will. You may appoint up to four executors and it is sensible to have at least two. You may wish to appoint your husband/wife/partner as the only executor initially if you intend to leave the whole estate to him/her, but you should name other executors to act if he/she is unable to do so. The Partners of Taylor&Emmet LLP will be pleased to act as your executors, either alone or with a member of your family or a friend.

Please tick one of the following options:

Option 1
I wish my Husband/Wife/Partner to be my sole executor, but if he/she dies before me I wish the persons name below to be my executors.

Yes

Option 2
I wish the persons named below to be my executors

Yes

Option 3
I wish Taylor&Emmet and the persons name below to be my executors

Yes

Option 4
I wish Taylor&Emmet LLP to be my executors

Yes

Executors name

Executors address

Executor 2 name

Executor 2 address

Section 12: Guardians You may want to appoint one or two people to act as guardian(s) for children under 18. The appointment will usually only take effect if you and the child’s other parent are both dead, although the position may be different if you are a single parent. You should ask people to agree to take on this responsibility before appointing them.

Guardians name

Guardians address

Guardian 2 name

Guardian 2 address

Beneficiaries The main part of your estate is called ‘the residue’. (This is dealt with at Question 15). Before giving away the residue you may wish to make certain gifts of cash or personal belongings to individuals from amongst your family and friends, or to charities. The people or organisations you leave your estate to are known as ‘beneficiaries’.

Section 13: Cash gifts Please give the name and address of the beneficiary, the amount to be given and the age of anyone who is under 18.

Name 1

Address

Age

Amount (£)

Name 2

Address

Age

Amount (£)

Name 3

Address

Age

Amount (£)

Name 4

Address

Age

Amount (£)

Section 14: Specific gifts Please give the name and address of the beneficiary, a full description of the item to be given (to enable it to be identified) and the age of anyone who is under 18. Please note, if you sell or replace the item, the beneficiary will not receive the replacement or the cash equivalent.

Specific gifts

Section 15: Residue This is the remainder of your estate after taking into account the gifts made in questions 13 and 14. Please state below who is to receive the residue on your death. The following two options are the more common provisions made. If you wish to use one of these, tick the appropriate box(es). If not, please go to question 18.

Option 1
Everything to my husband/wife/partner but if he/she dies before me then to my children in equal shares

Yes

Option 2
Everything to my children in equal shares

Yes

Children's children
If any of my children die before me leaving children of their own, that child’s share to go to his/her children

Yes

Age of inheritance
At what age are your children/grandchildren to inherit? Please tick

18 21 25

Section 16: If none of the above apply Please set out below who is to receive the residue and, if more than one person or organisation is named, in what shares. Please also state the age of anyone who is under 18.

Name 1

Address 1

Age 1

Share 1

Name 2

Address 2

Age 2

Share 2

Name 3

Address 3

Age 3

Share 3