With the end of the year and holidays fast approaching, lots of people will be spending quality time with their loved ones and reflecting on the year. Whilst clients are thinking a lot about their family and the ways they show their love, it can be a good time to remind clients and prospects about a different, longer-term type of gift – planning their estate to minimise exposure to IHT.
Give your clients a new perspective on gifting
Why this campaign will matter to clients and prospects
Saving money
It might not be a current cost, but most people will want to minimise their exposure to IHT.
Protecting their family
Nobody wants to leave their loved ones with a big bill.
Complicated
IHT can be a minefield, and professional help goes a long way.
How the campaign can support your success
This is a particularly pertinent time to talk about gifting. So you can speak to your audience about how it’s not just a nice thing to do, but that gifting as part of an estate planning strategy can benefit the legacy they leave in the long term.
We’ve crafted the marketing materials to show your practical, applied expertise on things like:
- Navigating the rules on IHT and gifting
- Helping clients to understand how they can reduce their and their family’s IHT liabilities
- Setting a plan for when and how to gift things, in a way that will support everyone