Let’s get ready for tax year end
A short video explaining the importance of a review of your client’s financial situation.
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.
Overview
Benefits
- This video helps you to explain the importance of a review of your client’s financial situation to ensure they’re making the most of any tax allowances that they’re entitled to.
- 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.
https://www.quilter.com/lets-get-ready-for-tax-year-end
Use this to
Email wording
Hi [client or prospect name],
The tax year end is just a few weeks away, but there’s still time to make sure you’re not missing any of the financial opportunities you’re entitled to by the government. For many of these, it’s a matter of ‘use it or lose it’ on 5 April.
I’d like to set up a review meeting with you in the next few weeks to
- ensure you’ve used all your allowances for income tax, capital gains and dividends, and ISAs
- look at how we can offset your income tax against pension contributions and/or charitable donations
- give us a clear view of all your options and opportunities before they run out on 5 April
You’ll find details of how I can help you in this short video: www.quilter.com/lets-get-ready-for-tax-year-end/
To book your financial review, please contact me on [contact details].
Kind regards,
[Adviser name]
The value of investments can fall as well as rise. You may get back less than you invested.
Tax planning is not regulated by the Financial Conduct Authority.
Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited December 2024
If you no longer wish to receive these marketing emails, please reply with unsubscribe.
Social media wording
Tax year end is creeping up on 5 April. But there’s still time to catch up on those opportunities, learn how to avoid missing out in our quick video, or just get in touch.
You can find me at www.quilter.com/name-surname
Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. December 2024.