Let’s plan a savvy tax year ahead
A short video explaining the importance of a review of your client’s financial situation and goals for the new tax year.
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 a review of your client’s financial situation and goals for the new tax year.
- 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-plan-a-savvy-tax-year-ahead
Use this to
Hi [client or prospect name],
A new tax year may not sound exciting, but being a little more savvy and having guidance from an expert can bring you all sorts of unexpected opportunities.
To ensure you make the most of yours, I wanted to invite you to a review meeting with me in the next few weeks. In the review, we’ll help you
- identify new opportunities by taking advantage of allowances and incentives you might not be aware of
- look at your savings and investments strategy to ensure it’s working as hard for you as it can
- focus on your financial situation and goals and how best to achieve them
The new tax year could be the starting point for a more comfortable future.
You’ll find details of how I can help you in this short video: www.quilter.com/lets-plan-a-savvy-tax-year-ahead/
To book your financial review, please contact me on [contact details].
Kind regards,
[Adviser name]
Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited December 2024
Tax planning is not regulated by the Financial Conduct Authority.
Want to get your savings working harder? Or make the most of your allowances? This quick video shows you how I can help - and you can get in touch to learn more.
You can find me at www.quilter.com/name-surname
Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. December 2024.