Information Form - TASC Property Services

To help us to help you, please complete below, your name, contact details and relevant section that applies to you

After you submit the form you will receive an option to book an appointment to speak to one of our specialists.
Name *

First

Last
Email Address *
Mobile Number *
Home Number *
Please complete sections below that applies to your enquiry
Property Consultant

Tick the relevant boxes below
want to purchase property?

want to be a hands-off landlord? want help with managing your tenants?

want help with investing in property residential land

Are you self employed

Yes
What is the approx value of your property(s)?

under £100,000 £100,000 - £300,000 £400,000 - £700,000 £800,000 - £1million+

What area is your property located

What area(s) do you want to invest in?

What is the approximate value of your property?

under £100,000 £100,000 - £300,000 £400,000 - £700,000 £800,000 - £1million+
Equity Release
Are you employed?

Yes

Are you self employed

Yes

Are you currently renting?

Yes No

What area is your property located
Do you have a private pension?

Yes No

Do you have life insurance?

Yes No

What is the approx value of your property(s)?

under £100,000 £100,000 - £300,000 £400,000 - £700,000 £800,000 - £1million+

Date of Birth
Rent to Buy
Landlords/Property Owners
Are you employed?

Yes

Are you self employed

Yes

Are you currently renting?

Yes No
Do you have a private pension?

Yes No

Do you have life insurance?

Yes No

Would you prefer to own your home?

Yes No
Rent to Buy
Tenant
Are you employed?

Yes

How long have you been employed?

Answer if you selected Yes

No

Are you self employed

Yes

No

How long have you been self-employed

Answer if you selected No

Are you currently renting?

Yes No

Would you like to find out more about how you can rent to buy your home?

Yes No

Do you have any CCJs?

Yes No
What is your current salary?

Do you have a private pension?

Yes No

Do you have life insurance?

Yes No

Would you prefer to own your home?

Yes No

What area(s) would you prefer to own your home?

What amount of rent (after bills) can you afford to pay for your monthly rent?

Do you have bad credit score?

Yes No
Estate, Will and Pension Planning
Are you currently renting?

Yes No

*Do you need help with structuring your financing so your loved ones pay less Inheritance Tax?

Yes No

Do you own more than one property?

Yes No

Are you a Landlord?

Yes No

Do own your home?

Yes No

Do you pay mortgage on your home?

Yes No
Do you have a private pension?

Yes No

Do you have life insurance?

Yes No

What is the approx value of your property(s)?

under £100,000 £100,000 - £300,000 £400,000 - £700,000 £800,000 - £1million+

Date of Birth
*We will need to comply with the obligations of the Proceeds of Crime Act 2002 regarding identification of new clients, before giving taxation advice, For individuals who are not identifiable at a UK address, it is not possible to give advice unless we have physically met you and/or carried out other identification checks.
Disclaimer:
Please read carefully; your submission of this form will be taken to indicate your understanding and acceptance of the following: Please take care when filling in this questionnaire before you submit it. By submitting the questionnaire, you are confirming that the contents are true and accurate to the best of your knowledge.
Please confirm your understanding of this questionnaire and its disclaimer by clicking below

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GDPR Disclaimer:
By submitting the questionnaire, you are confirming that the contents are true and accurate to be best of your knowledge. In order to comply with the general data protection regulations, it is necessary for us to check whether you are happy for us to retain your contact details and to send you information that we think may be useful to you. We only hold information when it is necessary to do so in order for us to carry out our work and when you have given us permission to do so, To ensure that we communicate with you in the manner of your preferred choice, please would you indicate below, your agreement or otherwise, to the following means of communication:
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email phone Prefer not to be contacted in the future

Tasc Property Services

Social Housing Facilitation

Social Housing Facilitation