You can’t predict the future – that is why it pays to be prepared.

Putting your personal information, from your investment details to where you keep your spare keys, in a Harris Tate Personal Journal is an easy and secure way to ensure everything happens as you envisaged, after you are gone.
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Download the Harris Tate Personal Journal (373Kb .pdf)
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Open it in Adobe Reader and type into the text fields, then print
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Or, print it out first and complete by hand
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Fill out the document as thoroughly as possible
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Courier the completed journal back to us or drop it off at our offices
For security reasons, don’t email or post to us. We’ll keep it secure at our office.