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Image of the gifting campaign client email invite

Gifting and IHT campaign client email invite

Your email invitation template for the gifting campaign.

You should only email clients and/or prospects who have the appropriate marketing permissions recorded in Xplan or IO.

Overview

Benefits

  • Show people how your expert financial advice can help them to pass on their wealth tax-efficiently.
  • Save yourself time and effort by using a pre-written and approved template.
  • Use for both potential and existing clients.

How to use

  • Chose the relevant email template below and click the download button. The HTML file can be copied into Xplan, IO and Outlook for Mac.

Outlook template

  • Open the downloaded file.
  • Personalise the relevant fields in the email and send to your clients.
Download the Outlook template

HTML template

  • Open the downloaded file and then Select All (Ctrl + A) and copy/paste into your email system.
  • Personalise the relevant fields in the email and send to your clients.
Download the HTML template

Use this to