A new pack to enhance state planning sales opportunities is about to be launched. The pack is divided into 4 sections and includes client-facing literature. Clients are often reluctant to face up to the action which might be required for their estate planning, including wills and powers of attorney as well as considering lifetime gifts. This new pack contains literature to help advisers and their clients focus on the issues and look at their options.
The pack starts by setting out the basics of inheritance tax (IHT).
Section two covers the opportunities which exist to help advisers and their clients deal with estate planning, minimise IHT and the solutions from Standard Life including our range of trusts for use with both the onshore and offshore bond.
This section sets out the sources of support for financial advisers as you develop your estate planning knowledge and look for solutions with your clients. This includes our adviserzone.com website and the Briefing Cards covering a range of technical issues.
The pack ends with client-facing literature including a brochure on estate planning. There is also a Gift Record and table for clients to add up their estate and calculate their IHT bill.
The Estate Planning Solutions Pack aim to help you make the most of the sales opportunities by providing you with ideas and technical information to get you started.
Contact your nearest Standard Life office for further information on how we can help with estate planning and to order your copy of the Estate Planning Solutions Pack.
Links to other newsletter stories
Diversification through infrastructure
Commission enhancements and new funds for FundZone
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