Whether it’s a divorce, change in citizenship or being part of a target demographic, your clients worry their unique circumstances will make it harder to save on tax. Show them how you can help address their challenges.

Personalize this email by copying our template into your email application, and then choosing which stories you’d like to pass along to particular clients. This lets you jump-start the conversation on topics about which they may want your guidance.

Subject Line: Your unique tax challenges

Dear XXX,

We’ve spoken in past meetings about how your life journey’s produced some unique financial planning circumstances. It follows that your tax planning strategy must reflect your personal situation.

I want to assure you that even though your circumstances are different from those of many Canadians, the attendant tax issues are by no means unsolvable. There’s much guidance that applies to your situation.

I’d like to meet to discuss some options. But beforehand, please take a look at these articles that lay the groundwork for the discussion we’ll be having:

Divorce can create taxing problems

Extra tax for the expat

5 ways to pay less tax on U.S. property

Saving tax as a mature student

Understanding the new wealth surtax

Dispute an unfavourable tax assessment

Together, we’ll address what the future holds for your finances.



Originally published on Advisor.ca

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