Sentences with phrase «summary of your financial situation»

The document will state who is covered by the advice, for example yourself, partner or children and provide a summary of your financial situation.

To make sure you get the most out of the session, it's a good idea to have a summary of your financial situation to hand — any savings, debt, incomings, outgoings — as well as details of existing wills, trusts and future plans.

You can use this tool to create a summary of your financial situation which you can take to your first meeting with a financial adviser.

Not exact matches

Summary A very dedicated Tax Lawyer with the knowledge of the tax law and also skills like communication abilities or a talent for negotiation; knowledge in specialized skills to give aid when it comes to issues with the Internal Revenue Service; knowledgeable about the tax law and able to negotiate with the IRS for clients benefit; skill in bringing high improvements to financial situations and may be involved in consultancy from time to time