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Financial Healthcheck Questionnaire
Q1
Client Information and completion data
Name
Completed By (staff name)
Date completed
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Which, if any, of the following are of possible concern to you?
Q2
Tick as appropriate
The following are areas that may need to be reviewed regarding personal affairs
Yes
Not
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?
Comments:
Q3
The following are areas that may need to be reviewed regarding business affairs
Yes
Not
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
Comments:
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Contact information
Q4
Contact details
Yes
Not
Please contact me to arrange a free no-obligation meeting
Q5
Contact telephone/email
Enter details
Telephone (Mobile)
Telephone (Other)
Email
Skype
Comments:
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Thank You
You have completed this questionnaire!
Thank you for taking the time to answer this questionnaire.
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