Financial Healthcheck Questionnaire
Client Information and completion data
Completed By (staff name)
Which, if any, of the following are of possible concern to you?
Tick as appropriate
The following are areas that may need to be reviewed regarding personal affairs
Potential Inheritance Tax Liabilities (need to plan to mitigate potential tax)
Pension and retirement planning (and a review of existing plans)
Tax-free / National Savings and/or low risk investments that could improve returns over bank and building society rates?
Provision for spouse (and/or children) in the event of death?
Provision for repayment of mortgages/loans?
Provision for income in the event that you are unable to work?
The following are areas that may need to be reviewed regarding business affairs
Provision for repayment of capital/goodwill/purchase of shares on death/retirement?
Auto-enrolment and/or other employee pension schemes?
Investment of surplus company funds
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You have completed this questionnaire!
Thank you for taking the time to answer this questionnaire.