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: Your essential retirement planning checklist
Is your retirement plan on track? Learn how to maximise your savings and adapt to change by joining our retirement planning webinar with wealth management specialists, Shaz Bishop and David Quintrell.
Register now – Webinar: Your essential retirement planning checklistPast 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 careWebinar: 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 legacyWebinar: 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 confidenceWebinar: 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 businessWebinar: 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 gapWebinar: 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 moneyWebinar: 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 youWebinar: 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.
Watch now – Webinar: Practical steps to manage your inheritance taxWebinar: Four tax-efficient ways to manage your wealth in 2025
Investment Director, Zoe Gillespie and Financial Planner, Daniel Hough, share the key steps to using your tax allowances and optimising your investments in 2025.
Watch now – Webinar: Four tax-efficient ways to manage your wealth in 2025