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	SELF	SPOUSE/PARTNER
Have you made a will?	Yes/No	Yes/No
Is it up to date	Yes/No	Yes/No
Have your circumstances changed in any way since you made the will?
Principal Beneficiaries to benefit on your death, and proportions
Do you anticipate any major changes in your circumstances in the near future? eg expectation of an inheritance, job change, major financial commitment.
Have you made use of the IHT allowances.
If yes, please give brief details of amounts and dates.
Have you made any Potentially Exempt Transfers (PETs) within the last seven years
If yes, please give brief details of amounts and dates.

REMEMBER You should not use any information contained on this page as the basis of any action until you have discussed matters with your financial adviser.