Personal Taxplanning Enquiry Form

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Personal Taxplanning

Initial enquiry form

Please complete the form below. It will give our consultants some idea about you and will help them to establish whether you might benefit from a more detailed personal taxplanning evaluation. There is no charge for this evaluation.

Should our consultants recommend that a more detailed evaluation is indicated (which may also involve a consultation with a tax expert in your Country of residence) this service can be arranged for a fee. We will let you know the outcome of this initial evaluation in any event.

Your contact details

How would you like us to contact you?
If you wish us to call you, is there a preferred time?
Who is your current Offshore Service Provider?

Personal Details
What is your country of residence?
What is your country of citizenship?
What year were you born?
What is your occupation

Questions
Do you have a source of income which originates outside your country of residence?	yesno
Do you own any assets or have any investments outside your country of residence?	yesno
Does your work or profession involve trading with or supplying services to more than two countries?	yesno
Do you personally own rights to intellectual property of commercial value?	yesno

What you hope to achieve
Please give us a detailed description of what you hope to achieve through the use of an offshore structure. It would be very helpful for us if you could be as specific as possible, in order that we might identify any misconceptions.

Additional Information
This space is for any additional information

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