PRE-REVIEW
QUESTIONNAIRE.

Please fill in your First Name, Surname and Postcode for identification purposes.

First name(Required)

Last name(Required)

Postcode(Required)

Employment Income

Pension Income

Rental Income

Dividend Income

Interest Income

ISA allowance used (apart from MoneyScience Investments) in the current tax year?

Yes

If yes, how much of your ISA allowance have you used?

Capital gains tax (CGT) allowance used (apart from with MoneyScience Investments) in the current tax year?

Yes

If yes, how much of your £3,000 annual exempt allowance for CGT have you used?

Any investments or deposits that you hold outside of your MoneyScience investment portfolio?

Your Current Personal Circumstances - To help us understand if anything relevant to your finances has changed in your life recently, and so we can ensure our advice is always appropriate.

Please tick any areas that may have changed and provide further details at the end.

Family or relationships (marriage, divorce, bereavement, children/grandchildren and their education plans)

Contact Details

Health

Tax Position

Employment situation (plans to start or cease working, career change, employment status, promotion, benefits, planned extended leave)

Income (pay increases, significant bonuses, receipt of pensions)

Regular expenditure (significant change)

Planned capital expenditure (holidays, cars, home improvements, gifts to family)

Assets (savings and investments, pensions, properties, other valuable assets and emergency reserves)

Debts or liabilities (loans, mortgages, significant credit card debts)

Will or Lasting Power of Attorney

Views on the economic climate

Anything else you consider relevant?

Please expand on anything from the above.

Do you have any specific objectives or spending plans in the next 12 months?

Contact

MoneyScience

Highfield House

233 Liverpool Road

Neston

CH64 7TW

0151 336 8282

Book Consultation

Please contact via the online form or speak with our Admin team on 0151 336 8282

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PRE-REVIEW QUESTIONNAIRE.

PRE-REVIEW
QUESTIONNAIRE.