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1

Name* This field is required.

First Name

Last Name

2

Email* This field is required.

example@example.com

3

Phone Number* This field is required.

Area Code

Phone Number

4

Gross Rental Income (Annual)

5

Rental Income Split between

Just Me

Me and My Business Partner

Me and My Spouse

3 or More Adult Individuals

6

Property Owned by LTD company

No

Yes - Less than 25% of my portfolio

Yes - About 50% of my portfolio

Yes - Nearly all of my property

7

Allowable Expenses (Excluding Finance Costs)

8

Annual Mortgage (Financing) Expenses

9

Other Annual Income (PAYE/Pension)Main Person's income only

10

Other Annual Income (PAYE/Pension) - 2nd Person/s

11

Value of your Portfolio (E.g. 1.5m)

Less than £1,000,000

£1,000,001 - £5,000,000

£5,000,001 - £25,000,000

More than £25,000,000

12

Value of Mortgages (E.g £500,000)This is the total mortgage liability

13

Are you concerned about Inheritance Tax?

Yes right now

Not right now

Yes within the next 5 years

Yes after the next 5 years

14

Please include any details you feel will help us assess your situation. You can also upload your family tree or any relevant information if necessary

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15

Your Consent* This field is required.Yes, I hereby fully consent to the collection, storage and use of my personal data by MGT Chartered Accountants, their underlying service providers and partner firms for the purpose of direct marketing as well as following up and handling my enquiries and requests.

YESNO

16

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