Estate planning check

Twelve questions about your situation — two of them only appear if they apply to you — and a written summary of what is worth dealing with first. About five minutes.

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Do you have a will?
What is your situation at home?
Do you have children from an earlier relationship, or stepchildren?
Do you have children under 18?
Do you own your home, or any other property?
Adding up property, savings, investments, pensions and life cover, is it likely to come to more than £325,000?
Do you have a lasting power of attorney?
Have you decided who would deal with your estate, and asked them?
Do you own a business, or a share in one?
Do you own anything outside the UK — property, an account, an investment?

Where the figures come from

The inheritance tax thresholds used here are the nil-rate band of £325,000 and the residence nil-rate band of up to £175,000, both frozen until 5 April 2031. Source: HM Revenue & Customs, Inheritance Tax thresholds and interest rates; thresholds fixed to the end of the 2030/31 tax year by Budget 2025.

Registration of a lasting power of attorney, and the fee for it, is dealt with by the Office of the Public Guardian. Where there is no power of attorney and someone loses capacity, an application to the Court of Protection for a deputy is the alternative route.

This check gives general information. It is not advice about your circumstances, and it cannot see your existing documents or how your property is actually held. If something in the summary applies to you, speak to one of our solicitors.

Talk it through with a solicitor

Bring your summary with you. The first conversation is free.

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