The end of the tax year is fast approaching. So, now’s a great time to offer your prospective or current clients a review of their savings and investments. This can help them make sure they’re using their allowances and alert them to potential opportunities to claim money back.
Turning tax year end into an opportunity
Why this campaign will matter to clients and prospects
Valuable
Everyone likes to hear about ways to save money or even claim money back.
Surprising
The statistics on how many people are missing opportunities will get people’s attention.
Relevant
Most people can improve their tax position for their savings and investments in some way, just by making the most of their allowances.
How the campaign can support your success
Your February campaign will help you reach out to the many people who, without realising it, have missed out on money that’s rightfully theirs. The fact that so many people fall into this trap highlights the value of your own expertise and advice.
At your review meetings you can help clients see:
- Whether they’ve used their ISA and JISA allowances for themselves and their spouse, as well as their children or grandchildren.
- What they’ve paid into their pensions and the impact of extra pension contributions on their retirement pot and monthly income.
- What the rules are for claiming back tax on pension contributions.
- How making Gift Aid payments can benefit charities.