You’re constantly telling clients about the interplay between taxes and investments. The two are always linked in a successful financial plan.

Help clients understand how good tax planning improves their investments pictures by sharing these articles from Advisor To Client.

You can 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: Taxes and your investments

Dear XXX,

Together we’ve turned your hard-earned money into a sizeable investment portfolio.

We’ve also structured your portfolio to shelter your money from as much tax as possible.

Now that we’ve established a strong foundation for your investments, we can start to look at more sophisticated techniques for investing and saving tax.

I’d like to set up a meeting to discuss these strategies with you.

Before we meet, I’d like you to take a look at a few articles that lay the groundwork for the discussion we’ll be having:

4 investing strategies you need to consider

Keep your portfolio up-to-date

What to do with capital gains or losses

8 things to know when tax-loss harvesting

Making interest payments deductible

Unload worthless stock

Let’s keep as much of your money in your own pocket as possible. We’ll do the necessary work now so we ensure that happens.



Originally published on Advisor.ca

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