Inheritance tax and
trust planning
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The legal side
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Your situation

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THE PRACTICE

Home  /  Is an assessment right for you?

Is an assessment right for you?

Ten questions at most, about two minutes, then your details. Your answers point to one of three next steps: the Wealth R.I.S.C.™ Assessment, a short call to work out which route fits, or a standard will.

It is a guide to the next step, not advice on your position. Nothing is booked until you choose to book.

Who is this for?
Your relationship
Who owns the home you live in?
Do you know how you own it jointly?

Equal shares that pass automatically to the survivor, or separate shares that each of you can leave by will.

Children

Tick all that apply.

Your age
Do any of these apply?

Tick all that apply.

Roughly what is everything worth, including your home and pensions?

A rough idea is enough.

Do you have a will?
Do you have lasting powers of attorney?

One covers money and property, the other health and care.

Thank you. One last step.

Add your details to see your result. It shows on the next screen, and we email it to you with what to do next.

We use your answers to prepare for your call and to send your next step, and for nothing else unless you tick the updates box. How we handle your information.

Get in touch

Existing clients and general enquiries both welcome. Email reaches me fastest. The number takes calls, texts and WhatsApp.

Email
admin@oncewillsandtrusts.com
Mobile
07914 159 472
Post
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London E20 1BD