Pre meeting Questionnaire
Have you any investment experience?
Have you considered estate planning?
Do you have adequate provision for your loved ones in the event of your death?
Have you considered the financial implications for you and your loved ones in the event of being diagnosed with a specified illness?
Do you feel like you are currently meeting your financial goals and objectives?
Are there any financial milestones that you are planning for?
Have you got sufficient savings in place if you were forced into early retirement?
In the event of you not being able to work due to accident/ illness, would you survive on the state Pension?
Are there any health or other issues you are aware of which might make a long term financial commitment unsuitable for you?
Would you live comfortably on the state pension?
Have you got any existing pension arrangements in place?
Have you considered the cost of your children’s education?
Is your current investment tax efficient?
Are you planning on getting a mortgage in the future?
Are you aware of the benefits of reviewing your existing Mortgage? Variable or Fixed?
Is your Will tax efficient?
Are you using your €3,000 annual small gift exemption?
Are you aware of the annual €1,270 (€2,540 for couples) CGT exemption?
Have you any other assets besides your Principal Private Residence?