Email template - NatWest/RBS/Ulster Bank customers

Use this email template to tell clients with NatWest, Royal Bank of Scotland or Ulster Bank business banking current accounts about FreeAgent.

Email Subject

Run your business more efficiently with FreeAgent

Email Preview Text

As a [NatWest/Royal Bank of Scotland/Ulster Bank] business banking current account holder, you now have the opportunity to use award-winning accounting software, FreeAgent, to manage your business finances for free.

Email Body

Dear [first name],

As you may already be aware, HMRC is rolling out Making Tax Digital (MTD), a government initiative that aims to implement a fully digital tax system in the UK.

The scope of MTD for VAT expanded on 1st April 2022, requiring all UK VAT-registered businesses to keep digital records and use MTD-compatible software to submit their VAT returns electronically.

From April 2026, self-employed business owners and landlords with annual business and/or property income above £50,000 will need to follow the rules for Making Tax Digital for Income Tax Self Assessment. This means that it’s more important than ever for us to keep your business figures up to date.

The good news is that FreeAgent is available for free with your [NatWest/Royal Bank of Scotland/ Ulster Bank] business banking current account for as long as you retain your account (optional add-ons may be chargeable).

What is FreeAgent?

FreeAgent is accounting software that makes it incredibly easy for you to keep tabs on your cashflow, upload out-of-pocket expenses, review bank transactions and save time on your daily business admin. FreeAgent also integrates with our processes so we have full visibility of your accounts, which means that we can give you timely tax advice when you most need it.

We think FreeAgent is a great tool for us to use together and we encourage you to activate your account now - it just takes two minutes!

Find out more here: [insert NatWest link / Royal Bank of Scotland link / Ulster Bank]

Yours sincerely,

[Insert contact details]