Tax year end can be a manic time of year – but also a fruitful one if you get things right. That’s why we’ve put together some handy free templates and a tax table to help you make the most of it.
As you’ll know, the run up to the end of the tax year is often an excellent time to book in client reviews. They can have a huge impact for clients, and have the potential to generate substantial additional business for you.
Persuasive letter and email templates
Of course, getting clients to agree to a review in the first place can be easier said than done. And that’s where our free letter and email templates come in.
Written by professional copywriters, the templates use techniques drawn from behavioural science – such as ‘norms’, ‘defaults’ and ‘ego’ – to encourage your clients to act. They’re a great time-saver, and should give you good results.
You’ll also find some wording to use on Twitter so that you can market to your clients (and would-be clients) through social media.
Download tax year end templates
Plus a handy tax table – putting the facts at your fingertips
Along with the templates, we’ve also created a handy tax table for you to use – complete with tax rates, and details of allowances and national insurance contributions.
Whether you save it to your desktop or pin it up in your office, we hope it will prove a useful resource.
Download your tax table
For more information about pensions or investments
Please visit our Individual Pensions or the Aviva Platform page.
Don't forget to look out for important communications around our tax year end processing dates on the upgraded Aviva Platform in the lead up to the end of tax year.