Business  |  Family  |  Old Age  |   The Firm   Old Age
 
In each case if you are happy that you have done what is necessary then tick the relevant box, if you are unsure leave it blank. When you have been through all questions click on CHECK MY NEEDS at the end.
THE WILL Have I avoided any family squabbles?
LIVING WILL Do the doctors know of my wishes for the treatment I will receive?
MY HOME & CARE COSTS Will my home and savings be at risk if I have to go into care?
ENDURING POWER OF ATTORNEY If I am unwell can my affairs be looked after?
MY INVESTMENTS Can my home and my savings provide a better income?
TAX What can I do to minimise tax payments now and in the future?
DEPENDANTS When I am gone will those who depend on me be properly looked after?
THE FAMILY Does my Will take into account changes in the family?
SECOND FAMILY Have I provided for both my families?
TRUSTS Can I use a Trust to help me and my family?
AND THE FUTURE.. Will my wishes be implemented and my affairs looked after in years to come?

    

 
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