New Client Information Sheet


Please complete the information requested here in as much detail as possible. You can tailor some of the sections so they are omitted where not considered relevant. Once completed and you click on submit, the details will be emailed to us (securely).

It is preferable that you complete this data rather than us trying to gather the information at a meeting in our office. You will be able to locate the information at your leisure.

General Data Protection Regulations – Disclosure of Information

The information given in this document will be retained on computer for our reference purposes, and will be held in accordance with the Data protection Act 1998. The details may be passed to the regulatory authorities and auditors for the purpose of compliance.

Q1

Basic Data

Tailoring Questions

Q2

Tailoring the questionnaire enables you to leave out sections/areas that are not relevant to your circumstances making it faster and easier to complete. Please take just a few seconds to consider these questions and choose Yes/No accordingly. You can come back to this page and change the setting in due course if required.

You are able to omit some aspects of this questionnaire if you choose to do so below. You can omit sections that are not relevant to your advice or needs by ticking the No buttons below. Note you must answer this question ticking either the yes or no box on each line.

Personal Details

Q3
Personal details
Q4
Do you have an existing agent that deals with your accounting and/or tax affairs?

Q5
Please give the contact details of your existing agent.

We will, as a matter of professional ethics and routine, write to your previous accountant to request professional clearance and all relevant information and documents which are required to fully take over your case.

Children/Dependants

Q6

Please enter details of children aged 21 or under


Dependants
Children
Q7
Are you in receipt of Child Benefit?

Employment Details

Q8
Employer details (if employed/company director)


Q9
If you are a company director, give further details of your company below.


Self Employment

Q10
Give details of your self employment here


Q11
You have indicated you/your partner are self employed - please complete the following:

New business

Q12

For a new business starting up / yet to prepare the first set of accounts....


Is the business very "seasonal"? e.g. does the bulk of the income come at Christmas, or in the summer months?

Q13
Have you introduced any "personal assets" into the business e.g. a car or a van, IT or other equipment etc.
If yes, please give details together with approx. market values at the date it was first used by the business


VAT

Q14

This section deals with some VAT aspects of your business - this section is only relevant if you are or may need to be registered for VAT.

Is the company/business VAT registered already or will it need to register?

Employees in your Business

Q15
Do you employ anyone in your business?

Q16
If you have a PAYE scheme in place please complete the following:

Assets and Valuations (Approx)

Q17
Assets and Valuation

Investments and Cash (Approx)

Q18
Investments and Cash

House / Mortgage details

Q19
House details -complete if you own a house or are planning house purchase in next 12 months

Q20
Repayment method (Interest only/repayment/both)

Q22
Remaining Term on Mortgage

Other advisers, agents and misc information

Q22
Do you have an Independent Financial Adviser?

Q23
Do you have solicitors that you use?

Q24
If tax repayments arise, it is often quicker and easier to have it repaid direct to your bank account. Please enter the details below.

Q25
Are you happy for us to send you newsletters and other information? Note we do NOT share your contact details with anyone else!

Q26
Our preferred payment method is direct debit but other options are available. If paying by direct debit this can be spread over a period. If you want to choose this option, please tick the appropriate box below.

Student Loans

Q28
You have indicated there are Student Loans outstanding. Please let us have the following (or best estimates)

Any Other Notes

Q29
Other notes

PLEASE REVIEW AND CHECK THIS ENTIRE FORM BEFORE SUBMITTING

Q30
Why did you choose us as your accountant/adviser?

We are pleased that you have done so, and it is invaluable to us to learn a bit more as to what prompted that decision. Please tick those statements that helped you make your mind up and feel free to add further comments in the free text box.

Q31

Please tick the items below before submitting the form.


WE RECOMMEND YOU PRINT AND RETAIN A COPY FOR YOUR OWN RECORDS. YOU WILL BE GIVEN THE OPPORTUNITY TO DO SO ON THE NEXT PAGE.
Q32
Date Completed


Thank You


You have completed this questionnaire!

Thank you for taking the time to answer this questionnaire.

 

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