Tax year end: Helping you engage with those last minute planners

08 March 2017

There is a little under a month to go until tax year end so, in case you have any last-minute tax planners among your clients, we’ve put together a few helpful bits to help them (and you) have the conversations you need.

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There is a little under a month to go until tax year end so, in case you have any last-minute tax planners among your clients, we’ve put together a few helpful bits to help them (and you) have the conversations you need.

Supporting your business

We have built a fantastic tax year end microsite for your clients, outlining seven key tax planning ideas/concepts relevant to 2016/17, from the more straightforward to the more complex. Take a look through the site, which has been designed to be as engaging as possible. You are invited to forward the site onto your clients. Attached below is some suggested wording, if that would be helpful.

What have we built?

  1. A dedicated tax year-end microsite featuring seven top tax-planning tips

    http://view.ceros.com/zurich/zurich-tax-planning/p/1

  2. An engaging infographic summarising the tips covered on the site

    Tax year end infographic

  3. An email template suggesting wording for your client-facing emails

    Customer Email template


If you have any questions about any of these resources, please contact us at advicematters@uk.zurich.com

Good luck with your campaign!

Zurich Assurance Ltd. Registered in England and Wales under company number 02456671. Registered Office: The Grange, Bishops Cleeve, Cheltenham, GL52 8XX.