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Investment
Quarterly investment report – July 2025
In our latest quarterly investment report, we unpack how US tariffs and central bank moves are shaping inflation and market sentiment on both sides of the Atlantic.
With the arrival of Generation Beta in 2025, each generation adds a new chapter to history, shaped by defining moments and technological leaps. These timelines not only reveal how the world changes but also how those changes influence the way we live, work and interact with one another.
The ongoing volatility in markets, driven by trade wars and conflict in the Middle East, underscores the importance of adhering to the process and fundamentals of long-term investing.
With recent changes in tax regulations, Senior Best Practice Associate, Andrew Houghton, explains why investment bonds are emerging as a compelling alternative.
Tariffs may have paused, but uncertainty grows as markets face rising costs and shifting trade dynamics. The question remains: will July bring change for the better?
Everyone should have a Lasting Power of Attorney in place, regardless of age or health. In this masterclass you'll gain a clear understanding of the terminology, legal requirements, risks of not having an LPA, and have the opportunity to ask questions throughout. Even if your circumstances are more complex, you'll leave better equipped to work with a solicitor.
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Experience
The Care Conundrum
Care costs can be significant, but planning ahead can help you stay in control. This thought-provoking masterclass will help you understand your options, challenge assumptions, and take practical steps to prepare for future care needs.
During this exclusive Masterclass, Equilibrium Portfolio Manager Harry Topping will reveal common investment mistakes, share practical ways to avoid them, and explain the strategies Equilibrium uses to help investors stay on track.
Financial Planners, Ben Harrison and Grace Burgin, will provide a gentle introduction to the world of financial planning and investment by sharing their expertise and insights.
Inheritance tax planning is becoming increasingly complex, particularly with pensions expected to fall within the scope of inheritance tax from 2027. While these decisions are often influenced by family circumstances and emotions, this experience focuses on the financial impact of the options available, helping you understand the numbers first so you can make more informed decisions alongside your financial planner.
How can your money benefit your loved ones when they need it most? In this compelling masterclass, Financial Planner Ben Rogers will share transformative strategies to create life-changing outcomes for your loved ones, while potentially saving significant amounts of tax in the process.
Go beyond pensions and savings to explore retirement's financial, emotional and practical realities, helping you plan with greater confidence and purpose.
In this digital age, we’re all connected more than ever, making it even more crucial to ensure our online experiences are safe and secure. Join us for a masterclass and discover the most effective ways to protect yourself online.
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Investment
Investment Insights
Markets move fast. The world moves faster. Join Mike Deverell, Nathan Lingham and Harry Topping at our next Investment Insights as they cut through the noise and tell you exactly what it all means for your money.
