YOUR PERSONAL PLAN

The starting point for Your Personal Plan is to carry out a Fact Find of your total assets and liabilities.

This will not only provide a net asset figure to calculate any potential Inheritance Tax liability but will also help to highlight any shortfall in your provisioning for your family, and action that should be taken to protect your hard earned assets, and your loved ones.

A sample Fact Find is attached for your information, and this will be the basis of our consultation with you. Therefore, it does need to be accurate to ensure our advice is fully relevant to your personal circumstances. All jointly owned assets should be entered in the Joint column and individual holdings should be entered under the appropriate heading. Any other facts you consider relevant should also be included. For a copy of the form in Word format please email us at info@thewillwritingpartnership.co.uk and we will email this to you. You can also copy and paste the form if you wish.

If you would like an individual consultation please complete and email the Fact Find to us and we will telephone you to make an appointment.

Should you have any questions on the form or our process please contact us.