Why use PtaxQ Questionnaire? The questionnaire has been designed as a quality control checklist, ensuring everyone delivers pro-active advice to the same level to all personal tax clients
Your responses here determine the sections that will be included in this checklist.
Answering No will skip the questions in the relevant section - you must tick a button on each line before you can proceed to the next stage.
Trust Funds ? Junior ISAs ?
These questions relate to capital gains tax - the section will be omitted if you answer No to the first question
Ensure details recorded in our central database
Thank you for taking the time to answer this questionnaire