Inheritance Tax changes on pensions campaign
Significant changes to the Inheritance Tax (IHT) treatment of unused pension funds are due to come into effect from April 2027. With many clients potentially affected, now is the ideal time to start meaningful conversations about the impact on their estate planning arrangements.
Preparing your clients for change
To help engage with your clients, we have developed a comprehensive, client-facing campaign focused on the upcoming changes and the planning opportunities they create. And we’ll provide a free ‘How to’ marketing guide to help you get the most out of the campaign.
Multi-format campaign page
The campaign includes:
The campaign includes a dedicated client-facing page with articles, videos, infographics and practical guides, all written in clear, accessible language to encourage engagement and action. All content is compliance checked.
Campaign package price: £475 plus VAT
The campaign page includes:
- Educational articles explaining the proposed changes
- Client-friendly video
- Infographics highlighting key facts and considerations
- Four guides – Changes to Inheritance Tax on Pensions, Introduction to Inheritance Tax, Introduction to Pensions and Introduction to Intergenerational Financial Planning.
Through our content sharing platform – Content Streams – we can provide all this content in branded web pages, making it easy to share with your clients.
Inheritance Tax changes on pensions campaign
ORDER NOW
While ordering the whole campaign is the best value, you can also order individual elements (all prices plus VAT):
- Video – £150
- Infographic PDFs – £75 each
- Guide PDFs – £100 each
- Guide articles supplied as Word documents – £100
- HTML email content – £100
To order the campaign, please email info@tomd.co.uk
Additional information
Is managing your marketing time-consuming? TOMD can help...
We already write, design and produce your campaign content, so why not let us handle the distribution too? Whether it’s managing email sends or printing and mailing communications, we can take care of the delivery of your client communications, leaving you free to focus on other priorities.
What to do next?
*What's Content Streams?
Content Streams is TOMD’s content sharing platform. It enables you to send content to targeted groups of clients, contacts and professional connections, with just a few clicks. This can help you to acquire and engage clients, and meet your consumer duty requirements. Click here to read more or to book a demo.
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