Complete this form, print to PDF, and hand to your financial adviser — UK or overseas. Saves time and ensures nothing important is missed in your first meeting.
| Identification | |
| Full name | |
| Date of birth | |
| NI Number | |
| UTR (Unique Taxpayer Reference) | |
| UK address (if still registered) | |
| Overseas address / destination | |
| Date departed / planned departure | |
| Email address | |
| Phone (incl. country code) | |
| Household | |
| Marital status | |
| Partner name & DOB | |
| Dependent children (ages) | |
| UK tax residence status | |
| UK tax year of departure | |
| Split-year case (if known) | |
| Registered for UK Self Assessment? | |
| Destination country tax residence | |
| Double Taxation Agreement (DTA)? | |
| UK income sources (after departure) | |
| Estimated total UK taxable income (£/yr) |
| State Pension | |
| State Pension forecast (£/week) | |
| State Pension age | |
| Qualifying NI years held | |
| Paying voluntary NI abroad (CF83)? | |
| State Pension frozen in destination? | |
| Defined Benefit (Final Salary) Pensions | |
| DB Pension 1 — employer & amount | |
| DB Pension 2 — employer & amount | |
| Considering DB pension transfer? | |
| Defined Contribution / SIPP | |
| DC / SIPP pot value (£) | |
| Provider(s) | |
| Current drawdown / access plans | |
| ISA balance (£) | |
| UK main residence | |
| UK residential property (est. value) | |
| UK Buy-to-Let properties | |
| UK property CGT position | |
| Destination property (owned/rented) | |
| Destination property details |
Tick all that apply — use these to structure your meeting agenda:
| Adviser name | |
| Firm name | |
| FCA registration number | |
| Regulatory status | |
| Type of advice | |
| Fee arrangement | |
| First meeting date |
Save as PDF: Ctrl+P (⌘+P) → Save as PDF → margins: Minimum → Save. Then email to your adviser.