Upcoming Webinars
Pensions: The New Post-Budget World
Learn the new pension rules coming in April 2027, including the potential ‘double death tax’
How these rules impact you if you’re saving for retirement, or already retired
And explore optimal strategies for retirement and estate planning
The Psychology Of Investing: Outsmarting Emotional Bias
Learn the six most common emotional biases that impact investors
How your emotions can sabotage your returns
Simple, practical ways to recognise and manage these biases in yourself
Tax Efficient Investing: Keep More, Grow More
How to structure your investments to minimise income, capital gains, and dividend tax
The best tax wrappers for long-term wealth: ISAs, pensions, and more
Common tax traps investors fall into — and how to legally avoid them
05.08.25
1pm
Cash Flow Demo: See The Power In Action
We’ll demo live a cash flow projection and model
You’ll see just how powerful this can be as a tool, and how it could help you with your own financial planning.
10.11.25
7.30pm
IHT Planning: How to Pass To Family, Not HMRC
How to reduce your estate’s IHT bill with legal, proactive planning
Gifting, trusts, and exemptions: What really works (and what doesn’t)
Protecting family wealth while staying in control of your assets
03.02.26
1pm