Global economic uncertainty continues as geopolitical tensions, shifting trade policies, and diverging monetary strategies shape markets in June 2025.
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Inheritance
Retirement
4
minute read
30.06.25
Preparing for retirement: From 30 to 15 years to go
Prepare for a secure and fulfilling retirement by following tailored financial strategies from 30, 20, and 15 years out—with help from a professional planner at every stage.
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Inheritance
Financial Planning
4
minute read
30.06.25
Helping your children financially as the Bank of Mum and Dad
Supporting children financially through the "Bank of Mum and Dad" can be life-changing—but requires careful planning to avoid tax pitfalls and protect your own future.
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Markets
Economy
Introduction
1
minute read
30.06.25
July Newsletter Introduction
July Newsletter Introduction
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Give your clients expert guidance on financial planning with content that covers everything from tax-efficient investing and retirement strategies to budgeting tips and wealth preservation.
Whether they need support with estate planning, savings goals, or financial protection, you’ll have access to timely, insightful articles that inform and engage them at every turn.
Every piece includes supporting assets—social posts, emails, and audio summaries—so you can engage your audience effortlessly and strengthen your position as a trusted advisor.
Stay on top of financial markets with expert insights that cover key trends, economic updates, and asset movements.
Covering everything from equities and bonds to interest rate shifts and geopolitical influences, our content makes complex topics accessible to your audience.
With each article, you’ll also receive supporting assets—social posts, emails, and audio summaries—helping you keep clients informed and position yourself as a go-to source for market commentary.
Break down the economic forces shaping financial decisions with clear, insightful content. Topics range from inflation and GDP growth to interest rates and policy shifts, making it easy for your clients to grasp the bigger picture.
Whether you’re explaining central bank decisions, employment data, or global trade dynamics, our articles keep your audience in the know.
Every piece is backed by supporting assets—social posts, emails, and audio summaries—so you can engage your clients with ease and reinforce your expertise.
Offer your clients a clear perspective on how political developments impact financial markets and planning.
Covering everything from government budgets and tax policies to elections and international affairs, our content translates complex regulatory and geopolitical shifts into digestible insights.
Each article is packaged with supporting assets - like social posts, emails, and audio summaries - so you can keep your audience informed, engaged, and confident in their financial choices.
Guide your clients through the evolving investment landscape with expertly crafted content.
From portfolio diversification and asset allocation to market trends in stocks, bonds, and property, our insights help simplify key financial strategies.
Each article includes a bundle of supporting assets - social posts, emails, and audio summaries - so you can enhance your reputation as a trusted investment guide.
Make mortgages and lending simpler for your clients with content that covers everything from first-time buyer guidance to remortgaging and borrowing strategies.
Whether they're exploring buy-to-let investments, equity release or interest rate trends, our insights help clarify their options.
Alongside every article, you'll receive a full set of supporting assets like social posts, emails and audio summaries - so you can engage your audience easily and strengthen your position as a mortgage and lending expert.
Equip your clients with a clear understanding of insurance options, from life and critical illness cover to business insurance and income protection.
Our content breaks down key topics like policy comparisons, regulatory changes and risk management, making it easier for your audience to make informed decisions.
Each article comes with a complete set of supporting assets - including social posts, emails and audio summaries - so you can communicate effortlessly and reinforce your expertise.
Demystify tax planning with expert insights that cover income tax, capital gains, inheritance strategies, and business tax efficiencies. Whether your clients need guidance on HMRC updates, allowances, or tax-efficient investments, our content translates complex regulations into actionable information.
Plus, every article comes with supporting assets - including social posts, emails and audio summaries - so you can engage your audience with ease and provide valuable, timely updates.
Global economic uncertainty continues as geopolitical tensions, shifting trade policies, and diverging monetary strategies shape markets in June 2025.
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Inheritance
Financial Planning
4
minute read
30.06.25
Helping your children financially as the Bank of Mum and Dad
Supporting children financially through the "Bank of Mum and Dad" can be life-changing—but requires careful planning to avoid tax pitfalls and protect your own future.
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Financial Planning
Retirement
2
minute read
26.06.25
From 10 years away to one left to go: How to prepare for retirement
Plan your retirement with confidence using this guide to essential financial steps—whether you're 10, 5, or 1 year from retiring.
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Inheritance
Financial Planning
2
minute read
23.06.25
Inheritance tax receipts spike again
Inheritance tax (IHT) receipts have risen again, driven by frozen thresholds and looming changes. Learn how careful estate planning can help families reduce future tax bills.
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Financial Planning
Economics
2
minute read
16.06.25
Government Spending Review: Does it matter for my finances?
The Government’s new Spending Review outlines big-picture plans for public finances—but what does it really mean for your money?
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Financial Planning
Economics
1
minute read
10.06.25
Record £14-billion ISA deposits in April as savers look to beat allowance squeeze
UK savers deposited a record £14bn into ISAs in April 2025, driven by fears of allowance changes and falling cash savings rates.
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Financial Planning
Economics
2
minute read
10.06.25
Minimum cost of retirement needs fall, according to major pensions association
The PLSA has revised its retirement living standards, with minimum income needs dropping due to falling energy prices, offering updated benchmarks for financial planning.
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Financial Planning
Economics
3
minute read
04.06.25
A guide to tax-efficient charitable giving
A guide to tax-efficient charitable giving.
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Market Commentary
Financial Planning
7
minute read
04.06.25
June Market Commentary
Global markets are seeing a tentative rebound amid easing trade tensions, central bank rate cuts and persistent concerns over inflation.
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Financial Planning
Pensions
2
minute read
29.05.25
Government launches wide-ranging pension reform plans
The UK government has unveiled pension reform plans, including consolidating LGPS and multi-employer DC schemes into larger 'megafunds' while targeting increased investment in UK-based infrastructure. Learn how these changes could impact your pension.
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High-quality content, on demand
Managing financial services marketing tasks can be time-consuming. With the Content Store, you can effortlessly launch campaigns in seconds with our expertly crafted content.
Every Content Store article comes with valuable extras, including audio transcriptions, bite-sized videos, royalty-free images and ready-to-use social media posts.
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Our bespoke GPT is trained on the financial services industry, so you can use it to quickly create any kind of content you need, from emails, to articles, to anything you can imagine!
Easily find great content for your business in the Content Store. Browse the library, where articles are organised by subtopic to help you find the most relevant pieces. Click on any article to view the headline, publish date, and full long-form content, all ready to publish when you are.
On the right-hand side of any article, you'll see related assets, including images, audio, social posts and emails. Expand any section to preview or download your ready-to-use assets instantly.
We've partnered with MRM to deliver expert financial content. With deep industry insight, MRM ensures content is timely, regulation-ready, and crafted to enhance brand authority and trust.
How to use the AI Content Generator
Our Adviser AI Content Generator is built to help financial advisers efficiently enhance their content strategy with bespoke content.
Simply enter a prompt and our industry-trained AI generates professional, financial services articles in seconds. Depending on prompt detail, the Content Generator can create content according to audience, brand tone of voice and business needs.
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