Fund Withdrawal Request Home Fund Withdrawal Request Share Before releasing money from your investments, we must first confirm a few details to ensure we structure the withdrawel in the most tax efficient manner for you. Please complete the short form below so we can prepare the paperwork required in the most time efficiant manner: Your Name Your Email Details of withdrawal How much do you need to withdraw from your holdings? £ What do you require the money for? << some info as to why this is being asked and defuse any annoyance at being asked. >> Confirmation of Income Please confirm your expected total annual income (before tax) from salary/pension/investment income.We will confirm this against the records we hold and use it to calculate any potential tax liabilities this withdrawal may incur. £ Confirmation of Expediture Please confirm your expected total monthly outgoings.We will use this to ensure the withdrawal will not have an impact on your current income requirements or longer term goals. I can complete the answers below with accurate figures I would like to use the budget planner tool to help me calculate these figures I have completed the full budget planner in the last 12 months Monthly Essential ExpenditureEssentials such as Houising, council tax, utilities and food etc. £ Monthly Lifestyle ExpenditureLifestyle expenditure supports your expected standard of living, such as holidays and eating out that you may not wish to compromise on £ Monthly Discretionary ExpenditureDiscretionary expenditure covers luxury items such as holidays and entertainment etc. £ I confirm the answers I have submitted are accurate.The information collected in this form will only be used to facilitate the preperation of my withdrawal request.
