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To help us prepare your Will, please complete the following questionnaire. If you need assistance in completing the Wills Service Form or have any questions please contact:

David R. Hardy
(01524) 598302
drh@joblingandknape.com

If you have not already arranged your meeting to discuss the contents of your Will, please contact us using the form below. Please bring the (completed) questionnaire together with any further documentation that you consider will be useful to your meeting to discuss your Will.

Please read the following information before completing the Wills Service Form.

Your Will can provide what is to happen to your estate when you die. However, your Will cannot say what is to happen to any of the following:

Property which is in your own and someone else's joint names and which is regarded under the law as 'joint property' (for example, the property in which you and your partner live or joint bank or building society accounts may be regarded as 'joint property'). In such cases the property may pass on your death to the surviving joint owner(s) of the property in question.
Certain benefits payable under pension policies may pass to persons nominated by you in a separate letter of nomination.
Property which is held for you under certain types of trust will not pass under your Will on your death, but will be distributed in accordance with the terms of the trust document.
The proceeds under life policies written in trust for the benefit of named individuals will pass to those individuals, regardless of the terms of your Will.
Property which is the subject of nominations (for example, money in a friendly society) will pass to the nominated beneficiary.

Inheritance Tax

The rules concerning Inheritance Tax are complicated. But as a general rule if the total of:-

the value of your estate at the date of your death, and
the value of any Trust Fund in which you have a life interest at the date of your death (or within seven years before your death), and
the value of any gifts you make in the seven years to the date of your death

does not exceed £300,000 then there is unlikely to be any Inheritance Tax payable.

If the total value does exceed £300,000 there are efficient and cheap ways of saving a substantial amount of Inheritance Tax. If you think that this is likely to apply to you we recommend that you telephone us to discuss it further.

Download Wills Questionnaire here

Contact Jobling & Knape with your Will Questionnaire Form question:

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