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Professional Investor
A high net worth individual is a person to which at least one of the following
applies:- I had, throughout the financial year immediately preceding the date below, an
annual income to the value of £100,000 or more. (Annual income for these
purposes does not include money withdrawn from my pension savings (except where
the withdrawals are used directly for income in retirement)). - I held, throughout the financial year immediately preceding the date below, net
assets to the value of £250,000 or more. Net assets for these purposes do not
include –- the property which is my primary residence or any money raised through a
loan secured on that property; or - any rights of mine under a qualifying contract of insurance within the
meaning of the Financial Services and Markets Act 2000 (regulated
Activities) Order 2001; or - any benefits (in the form of pensions or otherwise) which are payable on
the termination of my service or on my death or retirement and to which
I am (or my dependants are), or may be, entitled;
- the property which is my primary residence or any money raised through a
- I had, throughout the financial year immediately preceding the date below, an