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Online Financial Planning Review For USA Nationals

Complete the details below for an Initial Basic Financial Planning Review confidentially and without obligation
*Preferred Currency for Report
Euro GBP   USD Other   
Name*
Date of Birth:
Home State in the USA *
Current Country of Residence*
Occupation*
Preferred Retirement Age:*
Currently Retired Yes   No
Married Yes   No
No of dependants*
Email Address*
Tel Contact Number
Current annual employment or retirement income
Percentage of Current Salary in Retirement Required
 25%  50%  75%  100%  Other 
Value of total Current pension provision
Not Known
Current monthly disposable income
Current Monthly Company Contribution
IS this to a US based Retirement Account Yes   No
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
a local Company an Us based Company an overseas company Neither
Are you currently receiving income sourced from The United States
Yes   No
Do you own property in The United States Yes   No
If Yes, are you renting out your property Yes   No
Do you rent or own the property you are living in overseas
Rent   Own
Do you have any outstanding mortgages Rent   Own
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 in your home
country 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
If yes, what is the total approximate value
Are you currently drawing income from offshore investment Yes   No
Have you made a will in every country or jurisdiction where you own property, bank accounts or other investments Yes   No Not Sure
Which of the following Investments do you hold
Stocks and shares Investment funds 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 The United States Yes   No
Are you currently paying school or further education fees Yes   No
If you became sick or unable to work does your employer provide you with an income Yes   No Not Known
Do you have private or company income replacement insurance
Yes   No
Does your company provide a lump sum payable to your dependants if you die whilst in Service Yes   No Amount Not Known
Do you have private Life insurance which pays a lump sum to your beneficiaries if you die
Yes   No Amount Not Known
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
Please input any details and additional comments below:-
Have you received any financial advice during the past 12 months
Yes   No
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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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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