Wealth Management - fact-find questionnaire

25 Mar 2022

Many of us have been keeping a close eye on our business affairs during the past two years as a combination of Brexit and the COVID-19 pandemic have wreaked havoc on the UK and global economies.

Now that the UK seems to be bringing COVID to heel, we feel it is an opportune time to turn our attention to the effects this disruption has had on the growth of our personal assets, our personal wealth.

When was the last time you considered calculating your personal net worth?

We have attached a simple questionnaire that will enable us to discuss wealth management and arrive at a current valuation. This can include valuations of your business(es), your pension fund and other assets/(liabilities).

We have also requested a note of your non-business incomes and outgoings to determine how much your income exceeds outgoings. This surplus can be used to fund future investments.

We can use this initial valuation of wealth as a benchmark and help you set goals for growth in these net assets as you move closer to retirement. The process can be revisited annually or bi-annually so you can keep an eye on progress.

This initial overview of your personal wealth can also be supplemented with estate planning, pensions, and business exit planning, and may help to highlight future inheritance tax or capital gains tax planning opportunities.

If this is of interest, please complete and return our short questionnaire and we will call you to organise a comprehensive fact-find and prepare your first wealth management report.

Our questionnaire can be found HERE.