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Detailed Online Review for UK Nationals

Complete the details below for a detailed financial planning, pension and tax planning review confidentially, and without obligation
Preferred Currency for Report

                    Euro GBP   USD Other, Please Specify   

Name*
Date of Birth:
Nationality*
Current Country of Residence*
Occupation*
Preferred Retirement Age:*
I am already retired
Married Yes   No
No of dependants*
Email Address*
Tel Contact Number
Where do you intend to retire UK Other country ,
please specify if known
Current annual employment or retirement income
Percentage of Current Salary in Retirement Required
 25%  50%  75%  100%  Other 
Value of total Current pension provision
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
Are you currently self employed or a business owner
Yes   No
Are you currently employed by an overseas company
a local company Neither
Are you currently receiving income sourced from outside Italy
Yes   No
Do you rent to own the property you are currently living in Rent Own
Do you have any outstanding mortgages Yes   No
Do you own property in any other country except Italy Yes   No
If Yes, are you renting out your property Yes   No
What is the total approximate value of the properties you own less the total
of outstanding mortgages
Do you have Bank accounts and any other investments outside Italy
Yes No What is the total approximate value
Do you have Bank accounts and other investments in offshore location such as The Isle of Man, Jersey , Guernsey Yes   No Not Sure
Do you have own any Insurance or Investment Bonds
Yes No Not Sure  Approximate Value
Are you currently drawing investment income from outside Italy
Yes No
Are you paying tax in more than one country Yes   No Not Sure
Have you made an Italian Will Yes   No Not Sure
Which of the following Investments do you hold
Stocks and shares Investment funds ISA's
Insurance based Funds Insurance Bonds  
Government Savings Products Cash Deposits
Other types of investments Not sure
Does your spouse of partner currently earn income from employment
Yes   No If yes, how much per annum
Are any of your dependants living in a different country Yes   No
Are you currently paying school or further education fees Yes   No
Are you expecting to inherit cash or other assets from an inheritance within
the next 5 years Yes   No
Do you have any expected costs or expenses which you will need to save for such as University fees, Deposit on a property, New Car etc
Yes   No
Have you received any financial advice during the past 12 months
Yes   No
Please input any details and additional comments 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
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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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