Paraplanning forms

In order to facilitate a seamless and efficient handover process, we kindly request that you complete the document template specific to your case from the provided links below.

Forms

Please click on a form below to download a copy

Case Fee Schedule

Drawdown – Handover Document

IHT Planning – Handover Document

Investments – Handover Document

Protection – Handover Document

Retirement Planning – Handover Document

Annual Review – Handover Document