An Expensive Way to Save Tax
The supplied supporting article, retained unchanged as a draft for professional review.
Open supporting article PDF ↗SECTION 07 OF 7
Resources
Supporting material and links to the authoritative demonstration screens.
Original sample report PDF
A retained reference document from the supplied package. The primary illustrated client report, scenario selector and fresh PDF generation are in Health Check.
Open supplied reference PDF ↗Older standalone report template
Known trustee-rule discrepancy. This older template selects C11 for multiple-director company trustees; the integrated Health Check deliberately does not. Retained for solicitor verification. The integrated logic has not been reconciled or overwritten.
Open archived reference template →Full six email drafts
Read the complete drafts in the Marketing email library. Campaign sequencing and suppression rules are in Marketing.
Open full email drafts →Sample matter documents
The matter summary, covering letter, EPOA worksheet, Will instructions and reconciliation request are assembled in Delivery System.
Open fictional document-merging demo →Illustrated master and integration notes
View reference inventory and limitations
Master: prototype (2).html, retained locally under references. All six original embedded illustrations and the conditional selector match the integrated Health Check.
The reference has eleven questions; the integrated version retains the compatible trust-income wording and unscored annual-reconciliation question, making twelve.
Local comparison and integration records: REFERENCE-COMPARISON.json and HEALTH-CHECK-INTEGRATION-NOTES.md. Source files, backups and credentials are intentionally outside the served preview.
PDF is a static, print-expanded presentation. Legal wording, mappings, dates, illustrations and future precedents remain subject to solicitor/tax verification.