Welcome to the

Hamlet Homes - Managing your Money Survey


Taking control of your personal finances, with some help from our local experts.


This survey will take no longer than five minutes to complete.
Start
 
EXPERIENCE
How would you rate your money management skills?

1 = Poor
2 = Average
3 = Great




 
Mortgage interest rate relief changes. 

Would you like advice on how to mitigate the tax change you face?


 
Do you have a Tax efficient Exit Strategy for your property portfolio?

How will you pass on your properties to your loved ones when you die?

 
Property portfolio

Would you like to review your buy-to-let mortgage strategy?


 
PERSONAL

Mortgages

Do you have a personal mortgage?

     
 
PERSONAL

Do you wish to review your mortgages to reduce your monthly outgoings, or repay debt?

     
 
Mortgage

Do you wish to?


 
FAMILY PROTECTION

Do you have enough life cover in place to pay off your mortgage, loans, overdrafts and credit cards, should you die?


 
FAMILY PROTECTION

Do you have life cover in place, that should you die would provide your lost income each year for your family?


 
PROTECTION OF YOUR ASSETS

Do you have any of your property (home, savings, investments) in Trust to protect you?

Having a personal Trust can protect against losing assets due to: debtors, relationship breakdown, insolvency, divorce, care fees etc.

Reviewing your assets and how they max be taxed upon your death, will help you plan how they are owned.
     
 
LIFE GOALS PLANNING

Would you like us to create a plan that will show your income and expenditure from now until the day you die, the risks you face and what concerns you should be managing?

     
 
OLD PLANS

Do you have old plans such as endowments, annuity contracts, pension assurance that you pay into each month?

     
 
RETIREMENT

At what age would you like to stop working and take retirement income?


 
RETIREMENT

Do you know how much State Pension you will be entitled to and when it will be paid?

You need 35 years full N.I. contributions to get the FULL state pension.


 
Investments and Savings

Do you have any investments or savings?


 
ESTATE PLANNING

Do you have a will in place that meets your/your family needs?

If it has not been checked in the past 12 month's, it may no longer meet your needs.


 
LPA

Do you have lasting powers of attorney in place in case you lose capacity to act for yourself?


 
ABOUT YOU
Please enter your full name:

 
ABOUT YOU
What is the best contact number for you:

 
ABOUT YOU
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