Private Wealth & Tax

Pre-Budget Planning: Protecting your position for possible tax changes

To inform our discussion at your consultation, we require you to fill out the Schedule of Assets form below.

Schedule of Assets

Please give us some details about your assets and liabilities (we do not need to know exact values). This helps us to advise you on considerations, and it saves time at our initial meeting.

Name(Required)

Tax residence

Your home

How do you own your home?

Do you own other properties? If so, how do you own them?

Second property
Third property

Foreign property

Do you own foreign property? If so, how do you own it?
Have you made a separate will in the country where the property is located or have you sought legal advice?
Do you want to consider making a choice of which country's law should apply to your will?
(This might be useful if you own assets in another European country. We can discuss this when we meet.)

Personal possessions

Business assets

How are the assets owned?

Life assurance

Pension death benefits

Have you nominated someone to benefit?
Have you discussed your options with anyone?

Cash in bank

Details of accounts
Bank, saver or current account
Jointly or solely owned
Approximate value
 

Shares and investments

Shares and investments
Details
Values
 

Trusts

Are you a beneficiary of any trusts?
Have you set up any trusts?
This field is for validation purposes and should be left unchanged.

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