Taxation and Investment Allowances Client 1 Client 2 How much of your annual CGT allowance have £ £ you utilised this tax year? Yes / No Yes / No Are you planning to utilise your CGT If yes, how much? If yes, how much? allowance with the disposal of assets in future £ £ years? Do you have any CGT losses from this or £ £ previous years? What ISA allowance have you used this tax £ £ year? Notes /Soft Facts Investment Preferences Client Investment Priorities In terms of your investment strategy, how important would you rate the following? Very Fairly Not so Not important important important important at all Tax Efficiency Cost Ability to access capital Ability to vary income Simplicity of solution Other: Notes /Soft Facts
Taxation and Investment Allowances Client 1 Client 2 How much of your annual CGT allowance have you utilised this tax year? £ £ Are you planning to utilise your CGT allowance with the disposal of assets in future years? Yes / No If yes, how much? £ Yes / No If yes, how much? £ Do you have any CGT losses from this or previous years? £ £ What ISA allowance have you used this tax year? £ £ Notes /Soft Facts Investment Preferences Client Investment Priorities In terms of your investment strategy, how important would you rate the following? Very important Fairly important Not so important Not important at all Tax Efficiency Cost Ability to access capital Ability to vary income Simplicity of solution Other: Notes /Soft Facts
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