EXAMPLE CLIENT - Personal Details
| Surname | Client |
|---|---|
| Firstname | Example |
| Middle name | |
| Home Phone Number | 0123456789 |
| Work Phone Number | 0123456789 |
| Fax Number | 0121345678 |
| Mobile | 0123456789 |
| eMail Address | eclient@unbiased-advice.co.uk |
| Date of Birth | 01/04/1956 |
| Marital Status | Single |
| Are you in good health? |
|
| Smoker? |
|
| Have you made a will? |
|
| Provisions of Will | Will provisions, half to second wife with remainder to children in trust until they attain age 35 |
| Inheritance Tax Liabilities | Estate value of 800k |
| National Insurance Number | 012345678 |
| Notes | Client referred to us by his brother Mr Dummy client, client not concerned with IHT at present |
| III User ID | ECLIENT |
| III Password | ECLIENT01 |
| Next Review Date | 01/04/2009 |
