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).