Newsletters for Financial Advisers, Financial Planners and Wealth Managers

Newsletters are important in building your client relationships. They offer an unrivalled way of maintaining client contact and offering guidance that your clients know to be impartial, relevant and timely.

With the Retail Distribution Review (RDR) deadline past - and the need to inform your clients of changes to your business, including in many cases the introduction of fees - now has never been a better time for you to consider the benefits a newsletter will bring.

Our newsletters for financial advisers and planners are published quarterly in Spring, Summer, Autumn and Winter containing the latest helpful commercial and personal finance information relevant to your clients.

We will add your logo and firm details prominently to the cover of every edition of the newsletter you choose to take. 

Our newsletters for financial advisers and financial planning professionals present:

  • Highest quality editorial from experts who have written for the financial services industry for more than 30 years
  • Carefully designed artwork to make even the most complex finance subjects clear to your clients
  • An opportunity for your clients to focus on the issues that matter and seek your further advice
  • The chance to increase your professional standing and add value to fee paying clients post-RDR 
  • A cost-effective and time-saving marketing channel for delivering higher revenues for your firm

Newsletters for financial advisers, financial planners and wealth managers are available in four attractive designs and a choice of digital and print formats - our Tailored Plus, Tailored and Essential service levels allow you to find the most suitable newsletter to fit your budget, your content marketing and your client communication needs. Just ask us for details.

"We are delighted with our recently issued newsletter provided by Taxbriefs and the whole process from our initial enquiry through to receipt of the finished product was very smooth. Taxbriefs newly designed newsletter and additional content items ensure that we keep in touch with our clients on a regular basis, a key benefit is the ability to personalise some of the newsletter content which has received very positive feedback from our client base."

Karen Williams, Williams Financial Planning Ltd

  • Everybody out?: £50 billion has been transferred out of final salary pension schemes since April 2015 and the FCA is now proposing to change the advice rules.
  • Elections, Budgets and Bills: The political landscape has certainly changed following the general election. Be prepared for changes: an easing of austerity could mean higher taxes for the better off.
  • Protecting your personal borrowing: The boom in personal lending is worrying the Bank of England. A large number of liabilities aren't covered by insurance but they should be.
  • IHT bill hits a record: The latest HMRC stats show annual IHT receipts reached a record £5.1 billion in May 2017, the first time they have exceeded £5 billion and their largest share of national income since the early 1980s.
  • What to do after you have used your ISA allowance: Most people don't exceed their annual ISA allowance - now at £20,000 (or £40,000 for a couple). But you may tip over the allowance limit.
  • Back to Uni... The start of the new academic year marks an increase in the interest rate applied to new and some existing student loans to 6.1%. The old automatic advice to take the loan as cheap money is no longer the case.

© Taxbriefs Limited 2012-2017
Registered in England No. 1247331
Registered Office: Wells Point, 79 Wells Street, London W1T 3QN

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