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: 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.

Register now
– Webinar: Investment strategies to grow your money

Past webinars

All webinars are recorded and available to watch on demand.

Webinar: How to stop inflation ruining your plans

In this webinar, Carla Morris, our financial planning expert, discusses some of the ways to stay on track.

Watch now
– Webinar: How to stop inflation ruining your plans

Webinar: How to mitigate inheritance tax

In this webinar, Lee Clark, our financial planning expert, discusses some of the ways to mitigate IHT, with useful case studies showing how smart advice can help you plan ahead.

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– Webinar: How to mitigate inheritance tax

Webinar: How to ease your tax burden

In this webinar, Richard Harwood, our financial planning expert, explains how to save and invest to beat the tax squeeze.

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– Webinar: How to ease your tax burden

Webinar: Get your pension back on track

In this webinar, Carla Morris, our retirement planning expert, explores what you can do to start getting your retirement plans back on track.

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– Webinar: Get your pension back on track

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.

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– 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.

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– 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.

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– 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.

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– 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

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