Assessment Tool

Full Name *

Phone Number *

Email Address

What is your preferred currency?

Where do you live?

Age

0

100

What is your gender?

Do you have a spouse?

If you don't live in the UK Have you ever lived in the UK?

Yes

No

If you have lived in the UK before

When was the last time you lived in the UK?

For how many years did you live in the UK?

Are you retired?

Yes

No

If you are not retired

When do you want to retire?

How much money do you think you will need annually when you retire?

Do you have any final-salary pensions?

Yes

No

If you have final-salary pensions

What income will your final-salary pensions provide at your preferred retirement date?

Do you have any other pensions?

Yes

No

If you have other pensions

How much do you have in UK-based pensions?

How much do you have in other pensions?

Do you have any cash assets?

Yes

No

If you have cash assets

How much do you have in cash assets?

Where are your cash assets located?

What average interest rate do you receive on your cash assets?

Do you own any property?

Yes

No

If you have property

How much equity do you have in property?

Do you have any stocks, shares or mutual funds?

Yes

No

If you have stocks, shares or mutual funds

How much do you have in stocks, shares and mutual funds?

Are your stocks, shares and mutual funds in a tax-efficient wrapper (like a pension or ISA)?

Yes

No

How many children do you have?

0 1 2 3 4 5+

If you have >= 1 child

What age is your youngest child?

Do you intend to pay to put your children through school/college/university?

Yes

No

If you want to put your children through school/college/university

What year do you intend your youngest child will start their education?

How much will your youngest child's education cost?

Welcome to Expat Local

Section 1

Personal Details