Bring the pieces into one view. Keep your completed worksheet private. There is no need to record full account numbers here.
| Asset or commitment | Country | Currency | Purpose |
|---|---|---|---|
Where do you expect to live and spend? What could change over the next three years?
Who depends on you? Are ownership, beneficiaries, cover and important documents up to date?
Record questions about residence, tax, access, investment risk, retirement and succession.