Lexington Marketing Docs & Forms

Below are the latest marketing files and forms we have.

Either (a) Click on file to open, then download and send to client via email; OR (b) Click on “click to copy link” to copy the link to the file to then send to the client.

Quick links to sections:
Lexington Marketing Docs   |   Lexington Forms   |   LA Lexo & WS Guides   |   Useful Graphics

Lexington Marketing Docs

Your Family Index

Last Updated: December 2021

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Value Proposition V6

Last Updated: December 2021

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How to Apply for Probate

Last Updated: October 2020

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Business Owner Service V2

Last Updated: January 2021

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Executive Service V2

Last Updated: January 2021

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Retiree Service V2

Last Updated: January 2021

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Cashflow Modelling General Assumptions

Last Updated: April 2022

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IHT Gifting Allowance Guide

Last Updated: June 2023

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Trusts Guide

Last Updated: June 2023

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Retirement Benefit Options

Last Updated: October 2023

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Lexington Forms

Confidential Profile V9

Last Updated: September 2023

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Health Questionnaire V4

Last Updated: November 2023

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Key Questions in Relation to your LPA Application V5

Last Updated: October 2023

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Key Questions in Relation to your WIll Application V3

Last Updated: December 2021

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Confidential Profile Simple V9 (For Children)

Last Updated: September 2023

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Client Agreement (LP) V32

Last Updated: October 2023

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Client Agreement (WS) V32

Last Updated: October 2023

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Lexington / Lexo / WarrenShute.com Guides

What does a trustee do V1

Last Updated: July 2022

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What does an Executor do? V1

Last Updated: July 2022

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Student Financial Survival Guide 2023

Last Updated: April 2023

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Cost of Living Crisis Game Plan

Last Updated: 28th September 2022

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State Pension Guide

Last Updated: January 2019

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Covid Money Planning Guide

Last Updated: November 2020

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Pensions Vs ISAs Vs GIA

Last Updated: June 2023

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21/22 Year End Tax Planning

Last Updated: March 2022

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Student Loans Guide 2023

Last Updated: April 2023

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Useful Graphics

House of Wealth

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Bank Account System

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