Make a list of your assets
Include physical things such as cars, houses and jewellery; but also remember to include pensions, investments and life insurance policies.
There’s two reasons for this:
1. So that details are at hand to include them as gifts in your Will.
2. So that we can calculate what your estate is worth and to see if any inheritance tax planning is needed.
Don’t worry if you haven’t got a spreadsheet ready for our first appointment though!