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: How to leave a tax-efficient legacy

Legacy planning can seem complex and overwhelming. Learn how to pass on your wealth as tax efficiently as possible by joining our webinar with wealth management specialists, Michelle Holgate and Michelle Harvey.

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

Past webinars

All webinars are recorded and available to watch on demand.

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.

Watch now
– Webinar: Your essential retirement planning checklist

Webinar: 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

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.

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

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

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: 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: 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: 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: 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

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