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1. Would you consider that the value of your home, business, possessions, cash and investments exceed £325,000 (or £650,000 for a married couple)?
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2. Do you currently have a Will in place?
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3. Do you have children, or other family and friends that you may wish to leave your assets to in the event of your death?
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4. Would you be interested in making gifts to those people whilst you were alive, either to simply help them out or to minimise your exposure to Inheritance Tax?
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5. Have you made any substantial gifts (greater than £3,000) to family and friends in the last seven years?
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6. If there was a way of making further gifts (greater than £3,000), and in a way that protected the gifts against anything that may happen to the chosen recipient, would you choose to protect them?
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7. Have you ever set up a trust?
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8. Have the assets that you would like to give away increased substantially in value since you acquired them?
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9. Do you have any interests in a business or company, or own agricultural property?
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10. Would you like to find out more about investment strategies that can be used to minimise your Inheritance Tax exposure?