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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

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Income

 

SELF

SPOUSE/PARTNER

Earned Income(s)

 

 

Gross annual salary/wage/drawings

 

 

N.B. How much of your salary is pensionable?

 

 

Take home (net) amount

 

 

Highest tax rate payable

 

 

Are any of the following earned, and how much

Bonuses
Commissions
Fees
Overtime
Profit Share
Profit related pay

 

 

TOTAL EARNED INCOME

 

 

Other Income from:

Annuities

 

 

Bank Deposits 1

 

 

Bank Deposits 2

 

 

Bank Deposits 3

 

 

NI Number

 

 

Building Society Account 1

 

 

Building Society Account 2

 

 

Building Society Account 3

 

 

Dividend from shares

 

 

Insurance Bonds

 

 

National Savings

 

 

Pensions in Payment:

 

 

Occupational

 

 

Self-employed

 

 

State pensions

 

 

Rents receivable

 

 

State Benefits

 

 

Trust Income

 

 

Unit Trusts

 

 

Other eg investments abroard

 

 

TOTAL UNEARNED INCOME

 

 

TOTAL EARNED AND UNEARNED

 

 


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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