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Telephone 01322 555 442 or email office@clinkerlittle.com

94 London Road, Crayford, Kent, DA1 4DX

Inheritance

Ensure your wealth is preserved and passed on to your family in the way you want

Inheritance Tax Healthcheck

Check to ensure you do not pay more IHT than absolutely necessary

Lifetime care Service

• Keep a full record of your assets and investments so that nothinng gets missed
• Telephone advice and hand-hol;ding support on any aspect of your inheritance affairs
• Help you write your letter of wishes
• Act as witness for all your legal documents
• Store your Will, Letter of wishes and Enduring Power of Attorney
• Provide your family with a ‘What to do when it happens’ pack

Asset Protection

• A way of protecting your assets against future long term care costs
• Ensures assets pass to blood relatives

Excluded Property Trust

• This planning is for individuals who need immediate solutions to an impending IHT liability.
• The overall result is an immediate reduction in your estate for IHT purposes wihout a reduction in the value of the assets held.
• The planning is effective immediately on completion of implementation. If you have a life expectancy of more than 2 years then this is not appropriate to you.

IHT Bond

• It gives an immediate discount for IHT purposes and it is usually sufficient for most people to mitigate their IHT liability.
• All forms of assets (properties, shares etc) can be included

Call Julie Angell or David Stocker on 01322 555442 today to see how we can help you save tax and keep more money in your pocket. See our other tax pages to see how we can help you with other tax strategies