Infinitus Consulting QuestionnaireStep 1 of 119%Your privacy is our top priority. Please rest assured that all the information you share with us will remain completely confidential. By being as open and detailed as possible, you’ll help us provide specific and accurate advice that’s tailored to your needs—right from the start. Precise valuations of assets, net worth etc are not important at this early stage. An approximation is fine. What follows is a simple list of questions to guide us. If anything is unclear, or you’d like assistance, let me know.Name(Required) First Last Phone(Required)Email(Required) What Matters Most to You?Please rank the following in order of importancePreserving your legacyProtecting your assetsManaging your wealthMaximizing tax efficiencyAnything Else? Please Add:Your HomeCountry of Residence?(Required)United KingdomUnited StatesAfghanistanAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBonaire, Sint Eustatius and SabaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBrunei DarussalamBulgariaBurkina FasoBurundiCabo VerdeCambodiaCameroonCanadaCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos IslandsColombiaComorosCongoCongo, Democratic Republic of theCook IslandsCosta RicaCroatiaCubaCuraçaoCyprusCzechiaCôte d'IvoireDenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEswatiniEthiopiaFalkland IslandsFaroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard Island and McDonald IslandsHoly SeeHondurasHong KongHungaryIcelandIndiaIndonesiaIranIraqIrelandIsle of ManIsraelItalyJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKorea, Democratic People's Republic ofKorea, Republic ofKuwaitKyrgyzstanLao People's Democratic RepublicLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacaoMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorth MacedoniaNorthern Mariana IslandsNorwayOmanPakistanPalauPalestine, State ofPanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarRomaniaRussian FederationRwandaRéunionSaint BarthélemySaint Helena, Ascension and Tristan da CunhaSaint Kitts and NevisSaint LuciaSaint MartinSaint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint MaartenSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth Georgia and the South Sandwich IslandsSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan MayenSwedenSwitzerlandSyria Arab RepublicTaiwanTajikistanTanzania, the United Republic ofThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTurkmenistanTurks and Caicos IslandsTuvaluTürkiyeUS Minor Outlying IslandsUgandaUkraineUnited Arab EmiratesUruguayUzbekistanVanuatuVenezuelaViet NamVirgin Islands, BritishVirgin Islands, U.S.Wallis and FutunaWestern SaharaYemenZambiaZimbabweÅland IslandsCurrent value of your home?Who owns the property? Just you Joint with spouse/partner Joint with Others Something else – please state: OtherIs there more than 1 Folio? Yes No Don't KnowIs there a mortgage on the property? Yes NoMortgage Balance (Approx)How many years are left on the mortgage?Do you have a life insurance policy in place to pay it off? Yes NoWho would you like to inherit the property? Spouse Partner Both Undecided OtherAfter you die would you prefer your family… Live in property Sell property UndecidedDo these family members already own other properties? Yes No Don't KnowProperty InvestmentsDo you own any other properties or land in the UK or overseas? Yes NoAre they residential, commercial, or both? Residential Commercial BothResidential Buy To LetHow many residential buy to lets do you own?Are they rented out? Yes NoTenancies Standard tenancy agreements Serviced accommodation HMO A combination of the aboveWhat is the approximate total value of all your Buy To Let properties?What is the approximate total debt against your Buy To Let properties?CommercialCommercial Property DetailsPlease Enter Details of Your Commercial Properties Giving a property Type eg. Farm, Retail, Commercial, Offices etc. Approximate Value and Amount Owing on Property Ownership - In own name / LTD Company or LLP You can add as many properties as you need to by simply pressing the + button to the right of the fields.Property TypeValuePercentage OwnershipOwnership Add RemoveOverseas PropertiesDo you own any Overseas Properties Yes NoOverseas Property DetailsPlease Enter Details of Your Overseas Properties Please provide - Location, Value and Usage ( Are they for personal use, rented as holiday homes or other?) You can add as many properties as you need to by simply pressing the + button to the right of the fields.CountryValueUse Add RemoveBusiness InterestsDo you own a business? Yes NoBusiness DetailsPlease Enter Details of Your Business(es)- Name - eg. Infinitus Consulting LTD Turnover - Gross annual turnover Approximate Value Shareholding You can add as many businesses as you need to by simply pressing the + button to the right of the fields.Business NameTurnoverApprox. Value% Shareholding Add RemoveOther Income and AssetsDo you have any other sources of income? Yes NoWhat are your other sources of income?What is the total estimated combined value of all your assets?If you have any other assets that you haven't mentioned please state type and approx. valueFamily InformationHow old are you?How old is your Spouse / Partner?How many children do you have, and what are their ages?Child's NameAge Add RemoveDo you have grandchildren? If yes, how many and what are their ages?NameAge Add RemoveMore Information (Optional)Is there anything else you’d like us to know? Please use this space to share any additional details about your situation or concerns.
