Spousal Transfer Suitability Report

In order to complete a spousal transfer suitability report for you we will need the following information
First Name*
Last Name*
Email Address*
Telephone Number*
Please provide details of income you each expect to receive 6 April - 5 April
1) Employment income
Partner 1
Partner 2
2) Savings income
Partner 1
Partner 2
3) Dividend income
Partner 1
Partner 2
4) Any other income
Partner 1
Partner 2
Please also provide us with the following rental information for the same period
Name of Property for identification purposes
Property 1
Property 2
Property 3
Property 4
1) Rental income per annum
Property 1
Property 2
Property 3
Property 4
2) Expenses (excluding mortgage interest) per annum
Property 1
Property 2
Property 3
Property 4
3) Mortgage interest per annum
Property 1
Property 2
Property 3
Property 4
4) Is this a qualifying furnished holiday let?
Property 1
YesNo
Property 2
YesNo
Property 3
YesNo
Property 4
YesNo
5) Outstanding mortgage balance (Estimate)
Property 1
Property 2
Property 3
Property 4
6) Current ownership split (i.e. 50/50)
Property 1
Property 2
Property 3
Property 4
7) Type of ownership if known (Joint Tenants or Tenants in Common)
Property 1
JTTC
Property 2
JTTC
Property 3
JTTC
Property 4
JTTC
8) How many children do you have?
9) Do you or your spouse receive any government benefits? If yes, please provide details.
Finally, please provide us with the following information
1) Do you have any available rental losses to offset against future rental profits? Please provide amounts or if NIL please state.
Property 1
Property 2
Property 3
Property 4
2) Is there any other relevent information you feel may assist us in creating your suitability report?
Please obtain your proof of identities (i.e. copy passports) and proof of your addresses dated within the last 3 months (i.e. copy Council Tax statements).
File 1
File 2
File 3
File 4
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