Whole of Life Application Form (W10243) - Legal & General

PART 4 – PERSONAL ASSURANCE QUESTIONNAIRE continuedClient oneClient two5. What is the total value ofyour liabilities?£ £6. Please give details of the numberof dependants you have and theirrelationship to you.If you need space for moredependants, please use theAdditional Information sectionin Part 8.7. If this application is required tocover a liability for InheritanceTax or Capital Gains Tax, pleasetick whichever applies.If neither of these apply,tick ‘Neither’.Inheritance TaxCapital Gains TaxNeitherInheritance TaxCapital Gains TaxNeitherIf you require this policy for Inheritance Tax, please continue with the next question. If you don’t require this policy for Inheritance Tax,please now return to Part 1 and continue with the Travel question on page 7.8. Please give details of theInheritance Tax liabilityand reliefs.Estimated InheritanceTax liability £How was your liability calculated?Estimated InheritanceTax liability £How was your liability calculated?Please state all reliefs, if any, that will be availablefor mitigation of Inheritance Tax.For example business property relief oragricultural property relief.Please state all reliefs, if any, that will be availablefor mitigation of Inheritance Tax.For example business property relief oragricultural property relief.Is this policy required tocover the Inheritance Taxin respect of a gift?YesNoIf ‘Yes’, please give the date and value of the giftIs this policy required tocover the Inheritance Taxin respect of a gift?YesNoIf ‘Yes’, please give the date and value of the giftPlease now return to Part 1 and continue with the Travel question on page 7.Page 14Whole of Life Protection Plan – Application Form and Additional Questionnaires