New VPP Client Email to recommend a Trust Deed Review

Accountants may need to review existing trust deeds and ensure that the trustees enquire and consider the beneficiaries prior to making a final decision about income they will receive

Send this email to your client to recommend that the Trust Deed be reviewed and updated for Owies case with the assistance of expert Lawyers.

🦉Pro User Tip!

Add the Trust Name and all Beneficiaries to pre-populate the  client email template