Lifetime Gifting: tailored bundle

The full toolkit, plus intermediary-specific content tailored for your type of business.

Package includes:

• Practical Tax Guide for Intermediaries
• Spotting Tax Red Flags webinar – with slides
• Client Conversation Checklist
• Client Discovery Questionnaire
• Client Handout – Plain English Guide
• Referral Trigger Matrix
• Case Study Pack
• Template Follow-up Emails and Letters
• Implementation Checklist
• Practical Guide for Business Owners