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Main contents | Introduction | Financial Objectives | Attitude to Risk | Personal Details | Children & Other Dependants | Professional Advisers | Employment Details | Estate Planning | Income | Expenditure | Assets | Employee Benefits | Trusts | Liabilities


There are two forms on this page - Loan liabilities and Tax Liabilities
Goto Tax Liability form

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Liabilities - Loans

Loans

1

2

3

Type

 

 

 

In the name of

 

 

 

Lender

 

 

 

Purpose

 

 

 

Outstanding Sum

 

 

 

Repayment method

 

 

 

Origional Term

 

 

 

How long to run

 

 

 

Secured by

 

 

 

Any arrears

 

 

 

Goto Loan Liability form above

Liabilities - Tax

 

SELF

SPOUSE/PARTNER

Outstanding Tax Liability

Income Tax

CGT

VAT

IHT


NB Have all the current allowances been used. Have you received any gifts of value over the last seven years?

 

 

Dependants

Current Commitments

Future Commitments

 

 

Overdraft

 

 

Credit Cards: average outstanding balance:

1

2

3

 

 


REMEMBER You should not use any information contained on this page as the basis of any action until you have discussed matters with your financial adviser.


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