how to apply

There are three steps to investing in CWIP.

Stage 1: Apply by post.

To apply, please click here to download form. Please print and complete and return to:

Clarke Willmott - CWIP
Blackbrook Gate
Blackbrook Park Avenue
Taunton TA1 2PG

On receipt we will send you a form to complete asking for details about your circumstances. We will also ask you to sign a confidentiality agreement. You will be permitted to discuss CWIP with your own advisers on a confidential basis. At this stage we will ask you to pay £100 plus VAT, as part payment towards the final fee.

Stage 2: Return your completed details by post.

On receipt of your details and fee, we will assess the information you have provided. We will then send you preliminary details of our recommendations together with the final fee invoice.

Stage 3: We will send to you:

• The legal documents;

• Specific details of the investments proposed; and

• The requisite forms to sign to make the investments.

We hope that any questions you might have at this initial stage will be answered within these pages. However, should you have an additional question, you can email it to cwip@clarkewillmott.com.

Notes

IHT is a complicated tax. There are exceptions to some of the general statements made in these pages. The detailed rules and practice continue to change. The comments are not to be construed as giving advice in any particular circumstances. There are other insurance, investment and loan products available that can reduce a potential IHT liability. We regard CWIP as suitable only for those permanently living in England and Wales. If you are not domiciled in the UK, different IHT rules apply.