List of Personal Effects

Creating a List of Personal Effects for a Will

People are unlikely to list all of their treasured items in their Will. However you can leave instructions about who receives items of particular value (financial or emotional). It can be comforting for your relatives or friends to know you have specially remembered them, and it may also make life easier for your loved ones.

Leaving a list of Personal Effects is not binding on your Executors though they will normally choose to follow your stated wishes. All your assets (including those on the list) will have to be valued for Inheritance Tax purposes.

If you would like to complete a List of Personal Effects please download the free creating a list of personal effects form here.