![]() |
Farrand and Co Will Questionnaire |
|||
| You should discuss the tax implications of your intentions with us before formalising the Will. | ||||
| Name Nombre del testador Maiden name Nationality Date of birth Place of birth Country of birth Occupation NIE number Name of father Alive? ¿vive? Name of mother Alive? ¿vive? Name of spouse Names of previous spouses Names of children Note if step-children Names of grandchildren |
||||
| Basic Contents of Will Contenido basico del Testamento |
||||
| Does this Will refer only to assets in Spain? ¿Se refiere solo a los bienes sitos en España? |
Yes / No |
|||
| Life Interest in the Assets to: Usufructo de los bienes a: |
For example older couples might leave their share in the house to the children, but give the surviving spouse the right to live there for life, thus reducing inheritance tax on the death of the surviving spouse This right is known as a Usufructo. |
|||
| Full Title in the Assets to: Nuda propiedad de los bienes a: |
For example everything to my spouse, but in the event of her predeceasing me to etc., in equal shares. If not in equal shares show %, or in the event of specific bequests, the amount or description of item. E.g . Euros X to each of my grandchildren, such and such a ring to Y, and the remainder of my estate equally among my children. |
|||
| Full Control of the Assets to: Pleno dominio de los bienes a: |
This is not normally used by British citizens, but would give the control of the assets to one party and the ownership to another. |
|||
|
www.farrandandco.com |
|
Next Page > |
||