While last month’s campaign was all about tax year end, this time you’ll be showing clients all the advantages of being more financially savvy from the start of the tax year. They may not be well versed in any new rules from the October budget, so you can also focus on what’s changed.
Bring home the benefits of a tax year plan
Why this campaign will matter to clients and prospects
Topical
Social media and the news will be full of tax stories, so this will be a well-needed nudge.
Supportive
Despite what HMRC says, tax IS taxing, and you can provide reassurance.
Providing control
Rather than fear them, you can show people how following the rules can work to their advantage.
How the campaign can support your success
The number of rules and regulations on taxes can feel overwhelming, and it can be tempting for current and prospective clients to leave it until the last minute. By highlighting the advantages of looking at their financial position sooner rather than later, you can get those conversations - and your valuable support - started earlier.
You’ll be showing clients how they can:
- Make tax-efficient changes. For example, by increasing their pension contributions.
- Save into an ISA sooner, giving it more time to grow.
- See the benefits to their long-term financial security, with a cashflow model.