Welcome to Our Suitability Checker

From Maximum Inheritance

Is this service right for you?

Are you domiciled outside England and Wales?

Do you own property outside of England and Wales?

Do you intend to leave England and Wales on a permanent basis?

Do you have business or farming interests?

Do you wish to leave any land, building, timeshare or intellectual property as a separate gift?

Do you wish to leave anything of value to a person who has a learning disability and/or is dependent on means tested benefits?

Does the value of your estate exceed £325,000 (single person) or £650,000 (married, in civil partnership or widowed)?

Are you excluding from your will someone who might reasonably expect to be provided for (for example a spouse, a child or someone who is dependent on you)?

Do you own more than one property, including buy-to-let, holiday homes, or overseas property?

Do you believe the total value of your estate (including property, savings, pensions, and life assurance) could exceed £325,000?

Would you like to protect any part of your estate from risks such as remarriage, divorce, bankruptcy, or care fees?

If any of the above apply to you this service may not be suitable for your needs, and you should contact us on 020 8669 1779 for further advice.

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If you answered NO to all questions
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