30th January 2017
Aviva: Together we can help your clients beat the tax deadline
Midnight, 5 April 2017…
…is closer than you think. You know all too well that many of the allowances your clients are entitled to will disappear for good if they don’t use them before 6 April 2017. This is when timely and persuasive reminders can help.
Your Tax Year End 2017 toolkit and guides are here
We’ve launched our Tax Year End toolkit and guides, designed to help grow your business and help your clients with tax planning as they prepare for the future. Pick and choose the content you need, download it and use it to help add value to your business.
More talk, less planning
Our adviser toolkit and guides are designed to help save you valuable time, by collating useful technical and practical information into one handy package. We recognise that meeting clients and providing face-to face advice is essential at this time of year, which is why we offer such extensive additional support to advisers.
In the current tax year we have delivered a wide range of adviser tools associated with our Save Smarter campaign. As the tax year ends, it’s the time when client reviews can have a huge impact and the potential to generate substantial additional business.
Three more helpful items designed to save you time
1. Adviser toolkit: easy-to-use client letter templates for pension and ISA top-ups, based on different client segments. Email and Twitter examples. Download now
2. Adviser Tax Year End guide: how to maximise pension and ISA tax allowances. Practical examples of income, capital gains and inheritance tax planning. Download now
3. Client Tax Year End guide: simple, non-technical guide about tax planning, aimed at clients. Customise it for your business. Download now
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