Assets for Estate Valuation

Assets for Estate Valuation
Property
Main Residence valuation
Buy To Let - Total
Other 1 valuation
Other 2 valuation
Do you have foreign property?
If so, in which country
Valuation in GBP £
Investments
Shares
ISA's
Unit / Investment Trusts
Bonds
Others
Assets
Cars
Chattels
Other
Cash
Bank Accounts
Building Society Accounts
National Savings
Please click Next for Business Assets

Business Assets
Do you have any business assets?
If no, then please click Next below.
If yes, can you list any business assets?

Description of the asset, the location, the estimated value, any income from the asset, full ownership details if you are not the owner of 100% of the asset.

Do you have plans or intentions for the asset should you become deceased?

Have put in place any plans for the business asset? If so, please let us know such as share protection or partnership protection.
Business Asset 1
Business Asset 2
Please click Next for Life Assurance and Pensions

Life Assurance
Life Assurance - Sum Assured £ (The amount of life cover you have in place)
Whole of Life - Jointly Owned
Whole of Life - Client 1
Whole of Life - Client 2
Term Assurance - Jointly Owned
Term Assurance - Client 1
Term Assurance - Client 2
Mortgage Protection - Jointly Owned
Mortgage Protection - Client 1
Mortgage Protection - Client 2
Critical Illness cover - Life Assurance combined
Critical Illness cover - Combined - Client 1
Critical Illness cover - Combined - Client 2
Critical Illness cover - Stand Alone
Critical Illness cover - Stand Alone Client 1
Critical Illness cover - Stand Alone Client 2
Please click Next for Pensions

Pensions
Personal Pensions Client 1 - Total Fund Valuation
Personal Pension Client 2 - Total Fund Valuation
Final Salary Death In Service - Client 1
Final Salary Death in Service - Client 2
Personal Pension Death In Service - Client 1
Personal Pension Death in Service - Client 2
Please click Next for Estate queries

Estate Queries
Have you inherited any asset above in the last 2 years
Client 1
Client 2
Are you due to inherit any assets in the future?
Client 1
Client 2
Do you have any others assets?
Please click Next for liabilities

Liabilities
Mortgage - Main Residence
Mortgage - Buy To Let
Mortgage - Other properties
Credit Cards
Loans
Car Finance
Overdrafts
Are there any other Assets or liabilities that you hold?
Thank you for completing the information, which will be very helpful.

Please click the submit button on the bottom right to send the information securely to us. We will be in touch soon with an update.
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