Essentials of tax planning video
A short video explaining the essentials of tax planning.
You should only email clients and/or prospects who have the appropriate marketing permissions recorded in Xplan or IO.
The social media wording has been pre-approved by Financial Promotions and should not be altered.
Benefits
- This video helps you to explain the importance of tax planning.
- Short video content is a great way of engaging with prospects and existing clients.
- Professionally made videos help to build credibility and trust.
How to use
- Copy the link below into an email to share with your clients using our pre-approved email wording, or share on your Facebook and LinkedIn accounts using the social media wording.
www.quilter.com/essentials-of-tax-planning
Use this to
Hi [client or prospect name],
I thought this short video might be useful to help highlight the essentials of tax planning.
The video is just under three minutes, and it covers
- What tax planning is
- Reasons to tax plan
- Some of the key areas to consider when tax planning
I hope you find the information in the video helpful. If you have any questions, please let me know.
www.quilter.com/essentials-of-tax-planning
You can also find out more about my services on my digital adviser profile here, www.quilter.com/name-surname.
Kind regards,
[Adviser name]
Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited 22/08/2024
Tax planning is all about making sure you pay the correct amount of tax. Find out the essentials of tax planning, and why it can be a complicated area to navigate, in this short video.
www.quilter.com/essentials-of-tax-planning
I am here to help with any questions you have and to take the next steps with you in your financial journey. Book your free initial consultation with me now by searching my name after clicking the Find an adviser icon the video page.