Creative
What are the best ad angles for IHT planning campaigns?
Last reviewed 22 April 2026 · Reviewed by Jake McQuillan
Quick answer
What are the best ad angles for IHT planning campaigns?
Family legacy protection, business relief, gifting strategy, trust planning, pension-as-legacy, and case-study-led "how we saved X pounds for our client" angles.
Want us to do this for your firm?
Get a compliant lead-gen plan tailored to your niche and compliance setup.
Six tested angles
- "Protect your legacy from the 40% tax"
- "Business relief - what qualifies"
- "Gifting rules - the 7-year clock"
- "Trust planning for high-value estates"
- "Your pension as a legacy tool"
- "Case study: how we saved 180k pounds in IHT"
Audience
HNW postcodes + age 55+ + property-value overlays.
Was this useful?
Related questions
What are the best ad angles for mortgage broker campaigns?
Whole of market access, specialist case handling (self employed, contractor, adverse), rate lock saves, portfolio landlord expertise, and first time buyer hand…
What are the best ad angles for equity release campaigns?
Lifestyle flex (travel, home improvement), family gifting, debt consolidation, later life care, and "is it right for you" calculator led discovery.
What are the best ad angles for pension transfer campaigns?
Lost pot finder, consolidation clarity, retirement income gap, death benefits preservation, tax efficient drawdown, and adviser reviewed "is it right for me" q…
What type of images and creative works best in financial advice ads?
Real people in their 50s to 70s, aspirational but realistic UK settings (home, garden, local high street), and hand held / authentic shots beat stock photograp…
How often should I refresh my financial adviser ad creative?
Refresh 20 to 40% of active creative every month, and 100% of creative every 90 days. Signs you have waited too long: rising CPL, falling CTR, audience saturat…