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Tax Planning - Portfolio Summary
Name
*
First
Last
Email
*
Daytime telephone (UK office hours)
*
Do you use Skype?
Yes
No
Skype name
Approximate property portfolio value
*
Number of rental properties
*
Total yearly rental income (gross)
*
Approximate value of mortgage balances outstanding
*
Annual mortgage interest paid on your property business mortgages
*
Current taxable profit from your property portfolio
*
Status
*
Married
Single
Yearly taxable income from sources other than property
*
e.g. salaries, profit from other businesses, dividends and savings interest, for BOTH you and your spouse if you are married or in a civil partnership
Current trading style
*
Sole Trader
Joint Owners
Formal Partnership
LLP
Limited Company
Other notes
This is an optional field which you can use to add any further notes.
Additional Information
This is an optional field but by all means use it to attach additional information you would like me to consider. You can attach Microsoft Word files and spreadsheets or PDF documents.
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