Is Your Estate
Truly Protected?

Take our 60-second check to discover the gaps that could cost your family thousands — and what to do about them.

  • Find out if your Will is still fit for purpose
  • Check whether your property is protected from care fees
  • See if your family could access your finances if something happened
  • Identify any Inheritance Tax exposure
  • Get a personalised action plan — completely free
Question 1 of 6
Do you have a Will that has been reviewed in the last five years?
Yes — it's up to date
Yes, but it's more than five years old
No — I don't have a Will
I'm not sure
Question 2 of 6
Do you have a Lasting Power of Attorney in place for both health and finances?
Yes — both health and finances are covered
Only one of the two
No — I don't have an LPA
I don't know what an LPA is
Question 3 of 6
Is your property protected if you or your spouse were to need residential care?
Yes — we have a trust or protective arrangement in place
We own jointly but haven't taken formal steps to protect it
No — it's not protected
I'm not sure what protection is available
Question 4 of 6
Is your estate likely to be subject to Inheritance Tax?
Yes, but we have planning in place to reduce it
No — we're comfortably under the thresholds
Yes, and we haven't done any planning
I don't know if we would be affected
Question 5 of 6
Have your pension nominations and life insurance beneficiaries been reviewed recently?
Yes — both are up to date
One has been reviewed but not the other
No — I haven't reviewed them
I didn't know I needed to do this
Question 6 of 6
If you lost mental capacity tomorrow, could your family access your finances and manage your affairs?
Yes — our LPA and arrangements are in place
Partially — some things are covered
No — it would be very difficult for them
I hadn't thought about this
Almost there
Where shall we send your personalised results?

Enter your details below to see your score and the specific gaps in your estate plan. We'll be in touch to offer a free, no-obligation consultation if you'd like one.

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Graham Loosley and the Clarke & Wright team have helped thousands of families protect what matters most. It costs nothing to find out where you stand.

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Clarke & Wright · Shrewsbury · clarkewright.co.uk · 01743 387210