Client Review Meeting Checklist
Name of the company / business
Year of birth
Is your spouse or partner a shareholder in the company?
Is your spouse working?
Approximate Gross Annual Salary
What is the objective behind the meeting?
Do you own any buy to let properties?
How many commercial?
How many residential?
Do you own any of the above buy to let properties in a limited company?
Would you be interested to know more about any of the below?
Business Insurance (Professional Indemnity, Public Liability etc.)
Tax Investigation Cover
Savings and investments (SEIS/EIS etc.)
Inheritance Tax Planning
IR35 Advise (Only for Contractors & Freelancers)
Are you doing any business that involves Research & Development (R&D)? (Example: launching a new product, creating a new process etc.)
Any other detail you would like to discuss during the meeting? (You can say things like expanding your business, moving to another country, closing down the company etc.)
Should be Empty: