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Financial Planning Issues for UK Nationals Resident Abroad.

Complete the details below and we will provide you with an overview of the Key Financial Planning areas you may want to consider, confidentially without any obligation.
*Preferred Currency for Report
Euro GBP   USD Other, Please Specify   
Name*
Date of Birth:
Nationality*
Current Country of Residence*
Occupation*
Preferred Retirement Age:*
Currently Retired Yes   No
Married Yes   No
No of dependants*
Email Address*
Day Time Tel Contact Number
Current Salary Per Annum
Percentage of Current Salary in Retirement Required
25%    50%    75%    100%    Other%  
Value of total Current pension provision If known
Not known
Current monthly disposable income
Current Monthly Company Contribution
Current monthly total personal contribution
Do you have any old company or personal retirement/pension schemes which you on longer contribute to Yes No
What is the total approximate value of these
Not Known
Do you currently invest in any of the following to contribute to your retirement fund
Equities Bonds Investment funds Regular savings plans
What is the total value of these investments  
Not known   
What annual percentagee rate of return have your investments provided over the past 5 years  Not Known
What is your total current level of annual contributions to thse investments
Are you satisfied with the rate of return from your current pension/retirement fund and other investments Yes   No    Not Sure  
Do you own property in the UK Yes No   If Yes, how many properties do you own    What is the total value
Do you own property in any other country including your current country of
residence Yes No
Do you have any investments in your current country of residence
Yes No
Current approximate value
Do you have any investment in the UK Yes No
Current approximate value
Do you have investments which are held in any other countries other than the UK or your current country of residence Yes No
Have you made a will in the UK Yes No Have you made a will in all of the countries where you own property and investments Yes No
Where do you intend to retire UK
Other country
I am already retired in
Please input any other relevant information in the box below:-
I hereby confirm that I am satisfied with the privacy policy of this site and I agree that I have given my consent to be contacted. I am not currently resident in The United States of America and I am over 18 years of age. Please click here to read our privacy policy
Yes   No
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Unity Financial Partners is committed to helping charities which are working to improve the lives of those in need.

To find out how you can help without any cost or obligation, please click here
Living or moving overseas from the UK with Pension Benefits?
Find out how you may be able to benefit from a QROPS.

1. No need to buy an Annuity
2. Income paid gross
3. No tax charge on passing assets to     Beneficiaries.

Do you have a UK Endowment Policy?
Did you know that you may be able to release the cash value of your UK endowment policy with up to 35%
more than the surrender value paid by the bank or insurance company who sold you the policy.

Perhaps you need access to cash or would like to look at more suitable investment options.
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