| 1.*
|
Your
title, e.g. Mr/Mrs.: |
|
| 2.*
|
Your
full name, including any middle names: |
|
| 3.
|
If
applicable, your maiden surname: |
|
| 4. |
If applicable, your first and any subsequent married surnames: |
|
| 5.* |
Your date of birth: |
|
| 6.*
|
Your
full postal address, including postcode: |
|
| 7. |
Evening telephone number: |
|
| 8.* |
Day time telephone number: |
|
| 9*. |
Your e-mail address: |
|
Give
the full name and address of your husband/wife or partner who is to
receive all your property
|
| 10.
| Please
give the name in full |
|
| 11. |
Full postal address, including postcode |
|
If
that husband/wife or partner should die with you or before you, your
whole property will be left equally amongst your children; this includes
adopted children. If however there are any specific items of property
you wish to leave to specific children or any other person specify
here the item and the beneficiary
e.g. My diamond and ruby ring to my god-daughter Emily Jones of
35 West Way, Croydon, Surrey, RH5 2PD
OR: my painting of the fishing boats to my nephew James Hannson of
"The Willows" High Street, Falkland, Fife, KY8 2RL. |
| 12. |
Item #1 |
|
| 13. |
Name
of Beneficiary1 |
|
| 14. |
Full postal address, including postcode |
|
| 15. |
Item #2 |
|
| 16. |
Name of Beneficiary2 |
|
| 17. |
Full postal address, including postcode |
|
| 18. |
Item #3 |
|
| 19.
| Name
of Beneficiary3 |
|
| 20. |
Full postal address, including postcode |
|
| Your
property would normally be held in trust until your children reach
the age of 21. If you wish that age to be higher or lower, specify
here the age at which they should receive their share of your property |
| 21. |
Age |
|
| Specify
here the full names and addresses of the Trustees (we recommend you
have two) who you wish to look after your property for your children.
Bear in mind that you will be giving them a discretion to pay part
of the money to the children before the specified age if they consider
it appropriate. You must have complete trust in their ability to do
this for you. You can appoint one or more Trustees. If you wish, the
partners of Andersons LLP, Solicitors can act as your Trustees. |
| 22.
| Name
of 1st Trustee |
|
| 23.
| Full
postal address, including postcode |
|
| 24. |
Name of 2nd Trustee |
|
| 25. |
Full postal address, including postcode |
|
| 26. |
Name of 3rd Trustee |
|
| 27. |
Full postal address, including postcode |
|
| List
here the names of your children. |
| 28. |
Names of children |
|
| 29. |
If any of your children die before you, their share will be divided
amongst your surviving children. If you want that share to go to
some other person or persons, give details here: e.g. If
any child should die before me, I wish their share to be divided
equally amongst their children. |
|
| 30.
| If
you have an existing will, state here where the original of that
will is kept. |
|
| 31.
| If
you have any other information which you feel is relevant or any
query, please use this space. |
|
*
Denotes required fields
FINAL INSTRUCTIONS
- You will receive
an e-mail confirming that your instructions have been received.
- We may contact
you, by telephone, to ask you for evidence of your identity, and
to ask for any further instructions we may require.
- We shall send
you a Will to sign with full instructions on how to do so. If
you find the will is not in accordance with your wishes, it can
be returned to us for amendment with the alterations required
marked on it. A stamped addressed envelope will be provided for
your use.
- We shall ask you
to return the will to us so that it can be completed. The principal
will then be kept in our safe for safekeeping, at no additional
charge, and a photocopy will be sent to you for your own reference.
- The cost will
be £100 (excluding VAT) and our invoice will be sent to you
on completion of the will.
- You should be
aware that estate held in trust for children beyond the age of
18 years does potentially incur a relative liability to inheritance
tax when it is paid out. The charge to tax is generally considered
by most people to be a price worth paying to prevent relatively
young people having access to large sums of capital at too early
an age.
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