Legal Checklist : All Categories
Select a checklist category:
| Property Purchase or Sale: | |
|---|---|
| Is your bank or building society storing your title deeds? | |
| Are your title deeds still unregistered (more than likely if you bought your house prior to 1990)? | |
| Do you own a property with someone else? | |
| Are you unmarried but own a property with someone else? | |
| Have you made a gift of any freehold property in the last 5 years? | |
| Do you own more than one property? | |
| Have you had recent building works, electrical works or new windows installed at your house? | |
| Are you thinking of putting your house on the market for sale? | |
| Wills & Estates: | |
|---|---|
| Have you made any gift of any property of any value within the last 7 years? | |
| Have you made a Will? | |
| Have your personal or financial circumstances changed significantly since you last made a Will? | |
| Do you have an old style mini-discretionary trust in your Will and are unsure whether or not to retain it? | |
| Have you prepared an up-to-date schedule of assets to place with your Will? | |
| Have you considered how you or your nearest family would cope if you lost the capacity to deal with your own affairs? | |
| Do you need help with the administration of an estate? | |
| Taxation & Finances : | |
|---|---|
| Are you concerned about Inheritance Tax? | |
| Matrimonial: | |
|---|---|
| Are you married or in a civil partnership, but sole owner of your property? | |
| Are you experiencing difficulties in your marriage? | |
| Are you considering getting married? | |
| Commercial Property: | |
|---|---|
| Do you own a buy-to-let or investment property and do you worry about your legal obligations as Landlord? | |
Taxation & Finance
Services for Elderly Clients
Private Litigation
Commercial Property