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Tax Strategy Questionnaire

Azure Tax Consulting can provide topical information analysis and advice on your wealth creation strategy. This webpage enables you to register for access to our tax strategies services. To access this service please fill out the form below

About You and Your Spouse
  You Your Spouse

Title (Mr, Ms etc)

First Name

Family Name

Age Category

 Under 18   18-25   26-35  
 36-45   46-55   Over 55 		Under 18   18-25   26-35  
36-45   46-55   Over 55
Nationality
Other Passports Held
Main Place of Residence

Your Contact Details

Address1
Address2
Country
Postal Code /Zip Code (if applicable)
Email address
Daytime Telephone
Fax
Are you already an Azure Tax Consulting Client?

Yes   No

About Your Immediate Family

Number of children under 16 whom you support

Number of adult children

About Your Employment Status

Name of Employer (s)
Country of Employer (s)
Job Title(s)
Directorships held
Is there a share option/ share scheme?

Yes   No

Number of shares or share options held

About Your Asset Base

Land and Buildings held solely by you
(Please list type, location, market value and loans outstanding)
Real property held jointly (with other owner(s))
(Please list type, location, market value and loans outstanding)
Business(es) owned
(Please state Business name(s), location, percentage interest held and business value
Shares
Unit Trusts
Cash Deposits
Insurance Policies
Other

The Future

Where do you plan to live in the next 5 years?
Where do you plan to live in retirement?

Your Will

  You Your Spouse
 Do you (and your spouse) have a will? Yes   No Yes   No
Location of will
Location of assets covered

Trusts

Have you created a trust over some of your assets? If Yes, please state type, location and name of trust(s).
Have you transferred assets to any trust? If yes, please state type of assets
Are you the beneficiary of any trust? If yes, please state type, location and name of trusts
Would you like more information on trusts? Yes   No
Would you like your existing trust arrangements to be in detail? Yes   No


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 Tax Strategy Questionnaire | Published Articles | Seminars | Links | Independent Experts | Testimonials | Contact Us | Disclaimer & Copyright | Home