An Introduction to Inheritance Tax Planning


Inheritance tax is an important subject to educate financial planning clients about. A great way to do this is to offer them a clear, concise and understandable guide on the subject for them to digest at their convenience. Our Introduction to Inheritance Tax Planning guide is the ideal solution – allowing you to equip them with the PDF resource they need.

Fully up-to-date and complaint, this downloadable resource is ready to integrate with your website, newsletter and digital marketing campaigns to engage new prospects and current clients. It’s also a great way to elevate the thought leadership on your website or blog, adding building trust with existing client relationships. Also, use it as a lead magnet tool to attract new clients online.

Features and benefits include:

  • A beautiful front and back cover spread.
  • 10 pages of great content.
  • Great photography, quotes and imagery, integrated into a compelling layout.
  • An inviting introduction, outlining what wealth management is and how it helps clients.
  • An overview of the process.
  • Customisable with your logo and contact details (at additional cost).


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