You've worked hard to build up your wealth. Take this quick quiz and find out how likely it will be protected...and what you can do to improve it!
Do you receive ongoing financial or legal advice in relation to your wealth?
You must select an answer
Yes, I receive ongoing financial advice.
Yes, I have access to a solicitors practice, they look after various aspects of my life.
No
Are you interested in better managing your wealth?
You must select an answer
Yes, I'd like to benefit from from adhoc advice
Yes, I've left things late and I'm eager to improve my situation
Yes, I'm keen on any short courses I can do in my own time
No, I am confident my wealth is appropriately managed
Do you prefer upskilling yourself on better managing your wealth or would you rather trust a professional to get it done?
You must select an answer
I prefer to upskill myself so I can understand professional advisers better
I prefer to hand things over to a professional who can explain things at a high level
I prefer to upskill myself and do things myself
How would you describe yourself?
You must select an answer
Aspirational and with more than £100,000 in savings & investments
Privileged with a mixture of properties and/or investments
Aspirational but with less than £100,000 in savings & investments
Has your will been put in place by a member of the Society of Trust and Estate Practitioners (STEP)?
You must select an answer
No, I actually don't have a will in place
I have a standard will put in place by a solicitor but I don't know if they were a member of STEP
My circumstances are simple, I've put a straightforward will place
Yes, I had a highly qualified consultant
Does your wealth fall into trusts following your death?
You must select an answer
No
Yes
Do you or your partner have children from multiple relationships?
You must select an answer
Yes
No
Can you envision conflict among your family over your wealth following your death?
You must select an answer
Yes probably
Yes definitely
No
Do you know the difference between Joint Tenants and Tenants In Common?
You must select an answer
No
Yes
