Guidance on direct mailing clients

Scottish Equitable International has put together an inheritance tax planning kit for intermediaries, complete with sample client letters and presentations. Within the pack, the group has made some suggestions for intermediaries on how to conduct a direct mail campaign, highlighting inheritance tax issues to existing and potential clients. Tax planning in this area opens up a wide variety of business development opportunities, allowing advisers to provide new services to existing clients and attract prospective clients, says Richard Leeson, sales and marketing director at Scottish Equit...