£150.00
Our double sided A4 guide, customised with your logo and contact details explains the treatment of inheritance tax, income tax and capital gains tax treatment of discretionary trusts made via will. Now includes working example to help your client understand how this type of trust is taxed.
Potential Client: ‘Have you got any further information you can send / leave with me?’
Estate Planner: ‘Um…’
Never miss out on a sale again!
Save time and increase your sales by answering your clients’ frequently asked questions about wills, trusts, tax, and estate planning.
Fed up of writing the same email time and time again? Want to make this easier, look professional, build your brand and win more business?
We make it easy for you to communicate quickly and confidently with your clients.
Our expertly written and professionally designed factsheets and videos will be customised with your logo and contact details to position you as the expert and strengthen your business brand.
Find out how the Estate Planners Toolkit will work for you.
New Will Writers and Estate Planners – The Estate Planner’s Toolkit is your go-to resource to help you get started. Our expertly written and designed resources will feature your business logo and contact details so you are seen as the expert. Answer your client questions with confidence and have a suite of ready-to-go resources that will help you build trust and communicate effectively with your clients.
Established Will Writers and Estate Planners – You may be looking to refresh your existing marketing materials or simply been too busy to spend the time and money creating these. Either way, the Estate Planner’s Toolkit is a ready-to-go solution that will save you time, increase your sales and strengthen your brand by positioning you as the expert.
Financial Advisers / Accountants – Educate your clients about the benefits of making a Will or Lasting Power of Attorney. If you provide Will and Estate Planning services, use the Estate Planner’s Toolkit to communicate the benefits to your clients without the time and cost of designing and developing your own content.
The Estate Planner’s factsheet is versatile and can be printed, uploaded to your website, or e-mailed to your clients.
You can use these resources before, during, or after your client meeting whether that is in person or remotely.
Take 10 minutes out of your day for us to explain how the Estate Planners Toolkit will help you to grow your business.
