The essentials of tax planning
An 'Essentials of' brochure focused on tax planning, designed to build high-level understanding and generate interest.
You should only email clients and/or prospects who have the appropriate marketing permissions recorded in Xplan or IO.
Benefits
- Outlines how professional advice can help people retain more money legally and ethically.
- Emphasises the importance of financial advice in tax planning.
- Professionally produced and branded to build credibility and trust.
How to use
Click on the 'Personalised PDF' tab above and add your details. Please use the photograph from your Quilter.com adviser profile.
Once downloaded, this guide can be printed or emailed to prospects/clients.
Use this to
You can add your own details and personalise this PDF, which can then be downloaded.