Webinars


Our experts host informative webinars on a range of personal finance topics, including retirement planning, wealth planning and investing. You can register to attend or watch previous webinar recordings.

Upcoming webinars

Check back soon for details of more upcoming webinars as new webinars are planned on a regular basis. You can also subscribe to stay up to date.

Webinar: Practical steps to manage your inheritance tax

In this webinar, Divisional Directors, Michelle Holgate and Charlotte Tattersall, share some steps you can take to minimise your inheritance tax bill.

Register now
– Webinar: Practical steps to manage your inheritance tax

Past webinars

All webinars are recorded and available to watch on demand.

Webinar: How to fund long-term care

In this webinar, Stephen Carpenter, one of our long-term care experts, explains how the UK’s care funding system works, the main self-funding options, and how to manage care costs alongside gifting and estate planning.

Watch now
– Webinar: How to fund long-term care

Webinar: How to leave a tax-efficient legacy

In this webinar, Lee Clark, our financial planning expert, discusses how to make a difference to the lives of the next generation through tax-efficient gifting, trusts and estate planning. Lee will also present some useful case studies showing how we can help you plan ahead.

Watch now
– Webinar: How to leave a tax-efficient legacy

Webinar: How to build your financial confidence

In this webinar, Carla Morris and Annabel Bosman, our wealth management experts, discuss how women can take control of their finances.

Watch now
– Webinar: How to build your financial confidence

Webinar: Preparing for life after selling your business

In this webinar, Paul Bentley and Amy Pethers, our wealth management specialists, discuss how to navigate selling your business and plan for the future from a personal finance perspective.

Watch now
– Webinar: Preparing for life after selling your business

Webinar: Helping you bridge the gender pensions gap

In this webinar, our wealth management experts, Carla Morris and Shaz Bishop, share their ideas on how you can narrow the gender pensions gap.

Watch now
– Webinar: Helping you bridge the gender pensions gap

Webinar: Investment strategies to grow your money

In this webinar, Investment Director, Zoe Gillespie and Head of Market Analysis, Janet Mui, share their insights on how investing can help you make the most of your money.

Watch now
– Webinar: Investment strategies to grow your money

Webinar: What the Autumn Budget means for you

In this webinar, financial planning experts, Michelle Holgate and Carla Morris share how Labour’s first budget in 14 years could impact your personal finances.

Watch now
– Webinar: What the Autumn Budget means for you

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