Personal Finance Society Research - Wills & Charitable Bequests

Question Title

* 1. Do you ask your clients if they have an up-to-date will?

Always

Frequently

Occasionally

Never

Question Title

* 2. Do you mention wills during your annual review with clients?

Yes

No

Sometimes

Question Title

* 3. What percentage of your clients have an up-to-date will?

Less than 25%

25 - 50%

50 - 75%

More than 75%

Question Title

* 4. How often do you discuss charitable bequests and the IHT benefits of this action with your clients?

Always

Frequently

Occasionally

Never

Question Title

* 5. What percentage of your clients leave a charitable donation in their will?

Less than 25%

25 - 50%

50 - 75%

More than 75%

Question Title

* 6. What do you think are common barriers to charitable bequests in wills?

Thank you for participating in the Personal Finance Society's research.