End of Tax Year Collateral
The end of tax year represents one of the key times of the year to engage with clients and connections, and to obtain more referrals.
A key pillar in your content calendar, you can send elements of the end of tax year campaign to your clients and contacts over the next couple of months, to engage and remind them, whilst educating them and encouraging referrals.
You can purchase the campaign as a standalone package (see below) and for Content Streams* subscribers all elements are included as part of your subscription.
*Content Streams is TOMD’s content sharing platform, which enables you to easily share content to segmented groups as social media posts, email, video, and hosted on your bespoke adviser profile page. You can find out more about Content Streams, which is integrated with some of the leading back office systems and helps meet Consumer Duty requirements, by clicking here.
Campaign Contents
For just £175 plus VAT, we’ll provide you with:
- Video – personalised with your contact details – send to your clients reminding them to get in touch and seek advice for their end of tax year planning requirements
- End of Tax Year Planning Guide PDF – with your bespoke panel header
- ISA Flyer PDF – personalised with your logo
- Social media posts – in word format, ready for you to deploy
- Article and email content – in text-only format
Campaign Details
Personalised with your details
The guide and ISA flyer are available as a PDF personalised with your logo and contact details or as an HTML. For an extra cost, printed copies are available.
The video can be branded with your logo and contact details.
The articles and social media posts are available as Word documents.
Pre-approved
All the items have been pre-approved by a compliance team.
The cost
All of the items listed above are included in the package which costs just £175 plus VAT.
Campaign videos
Available in just two working days
Once we’ve received your payment, we’ll send you your package of materials within two working days. It’s as easy as that!
Video examples
You can see an example of the previous video here:
What to do next?
Get in touch now!
You can click here to log into the online store to order the campaign. Or, if you would like more information, you can email or call and one of the team will be in touch.
// Call
