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.
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 plansWebinar: 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.
Watch now – Webinar: How to mitigate inheritance taxWebinar: 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.
Watch now – Webinar: How to ease your tax burdenWebinar: 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.
Watch now – Webinar: Get your pension back on trackWebinar: 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 legacy