A4B Financial Review

1

Contact Details* This field is required.

FIRST NAME

SURNAME

BUSINESS NAME

BUSINESS ADDRESS POSTCODE

TELEPHONE NUMBER

EMAIL ADDRESS

2

As a company director, have you considered making a £60,000 employer pension contribution into your own personal pension from your limited company to potentially save up to £15,000 in corporation tax?* This field is required.

Yes

No

3

Do you have a number of pension pots that could be consolidated into one?* This field is required.

Yes

No

4

Have you got £100,000 or more to invest for growth or to produce an income?* This field is required.

Yes

No

5

Do you have an inheritance tax liability that could possibly be mitigated by a whole of life insurance policy?* This field is required.

Yes

No

6

Would you like a review of your pension or saving plans?* This field is required.

Yes

No

7

Do you have any additional comments?