We want to find out more about you

In order to identify areas in which we may be able to improve our service to you, we would be grateful if you could take a moment to submit our brief questionnaire so we can find out more about you and your requirements. All entries will be entered into a champagne prize draw.

First name

Last name

Email

Company

Telephone

Your Haslers contact

About you

1. Have you used your ISA allowance in this tax year?
YesNoNot Interested

2. Do you know what tax savings can be made on your life cover?
YesNoNot Interested

3. Have you had a review of your pension in the last 12 months?
YesNoNot Interested

4. Do you have a plan to finance your retirement?
YesNoNot Interested

5. Do you have an up to date Will in place?
YesNoNot Interested

6. Do you want to find out more about inheritance tax exemptions and reliefs that you could be eligible for?
YesNoNot Interested

Your Business needs

1. Are you aware of the changes to Making Tax Digital that could affect you?
YesNoNot Interested

2. Do you have a strategic plan in place?
YesNoNot Interested

3. Do you have specific goals in place for your business?
YesNoNot Interested

4. Would you like to find out how Haslers can help to grow your business and increase profitability?
YesNoNot Interested

5. Are you currently using cloud based accounting software?
YesNoNot Interested

6. Would you like one-to-one training for using a cloud based system?
YesNoNot Interested

7. Would you like to maximise employee motivation, retain staff, boost team performance and to improve business profitability?
YesNoNot Interested

8. Would you like an accurate report to get a better understanding of internal motivational drivers within your organisation?
YesNoNot Interested

9. Do you think you could qualify for Research and Development Tax Relief?
YesNoNot Interested

10. Do you attempt to solve technological or scientific uncertainty or overcome common industry problems?
YesNoNot Interested

11. Have you developed any prototypes?
YesNoNot Interested

12. Have you thought about selling your business?
YesNoNot Interested

13. Do you have a 3 year plan in place for when it comes to selling your business?
YesNoNot Interested

14. Are you suffering from slow payment from debtors?
YesNoNot Interested

15. Are you concerned that your business may be having financial difficulty?
YesNoNot Interested

If you would like to see full details of our data practices please visit our Privacy Policy and if you have any questions please email advice@haslers.com.

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If you would like to see full details of our data practices please visit our Privacy Policy and if you have any questions please email advice@haslers.com.

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If you would like to see full details of our data practices please visit our Privacy Policy and if you have any questions please email advice@haslers.com.

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T: 020 8418 3333 F: 020 8418 3334 E: advice@haslers.com Old Station Road, Loughton, Essex IG10 4PL DX: 7907 Loughton