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Client Instruction Form

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Any legal terms contained within the form are explained in the panel on the right.

Client Instruction
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    YOUR DETAILS

    YOUR SPOUSE/PARTNER'S DETAILS

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    LEGAL TERMS

    Assets – everything that you own, including your share in assets held jointly with someone else

    Beneficiary – a person or organisation who will receive a gift in your Will

    Estate – your property, money and possessions

    Executor – someone you choose and name in your Will to deal with your affairs in accordance with your Will after you’ve died

    Grant of Probate – a document which confirms who is authorised to deal with  your affairs after you’ve died

    Guardians – the people you choose and name in your Will to look after your children in the event of your death

    Inheritance – when someone receives money, property or another personal possession from the person who has died

    Inheritance Tax (IHT) – is a 40% tax imposed on the portion of an estate exceeding £325,000. Money left to your spouse or a charity is usually not subject to tax. If your spouse dies before you and didn’t use their full IHT allowance, it will be added to yours, at the rate current when you die

    Intestacy – where someone dies without leaving a Will. There are then legal rules governing who can deal with your estate and who benefits from it

     Legacy or Bequest – a gift you leave in your Will to an individual or organisation

     Liabilities – any money that you owe or bills that must be paid from your estate

     Probate – the process of confirming your Will is valid, identifying what you owned and any debts or liabilities that need to be paid, then submitting an application to the Probate Registry. If everything is in order the Probate Registry then issue a Grant of Probate

    Pecuniary legacy – a cash gift – this is a gift of a set sum of money

    Residuary legacy – a share of an estate – this is a percentage of everything you own after any pecuniary legacies, specific legacies, debts and legal fees have been paid out

    Specific legacy – a specific item, such as a house, car or jewellery

    Testator/Testatrix – the man/woman whose Will is being written

    Trusts – where someone holds money or property on behalf of somebody else