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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Discretionary Trust Letter of Wishes

Last Updated: February 2024

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Financial Planning When Facing Death

Last Updated: March 2024

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Lexington Forms

Confidential Profile V11

Last Updated: April 2024

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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 V4

Last Updated: January 2024

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Confidential Profile Simple V11 (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

CLICK TO COPY LINK

Bank Account System

CLICK TO COPY LINK

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Lexington is the trading style of Lexington Wealth Management Ltd. (registered number 05503144) and Lexington Associates Ltd. (registered number 12451550). The registered office for both is Orchard House, Bagbury Lane, Lydiard Millicent SN5 4LX.

Lexington Wealth Management Ltd. is authorised and regulated by the Financial Conduct Authority (No. 440099). Lexington Associates Ltd. provides non-regulated lifestyle financial planning and estate planning services.

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved disputes between regulated firms and their clients.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as financial, tax, or legal advice. Please consult a financial, legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Additional information about Lexington and its planners is also available online at the FCA’s register.

Copyright 2024 Lexington Wealth Management. All rights reserved. This content cannot be copied without the express written consent of Lexington.