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Events and Webinars

View all our upcoming events and webinars throughout the year on a variety of topics. 

View all our past events and webinars including topics on tax, pensions and ESG

Register for our upcoming webinars throughout the year on a variety of topics

View all our past webinars including topics on tax, pensions and ESG

Events

We run a range of seminars and events throughout the year on a variety of topics for prospective clients, professionals and existing clients alike. Details of our forthcoming events are listed below testing.

There are no events planned at the moment, but why not see what we’ve been discussing recently?

Latest news and insights

insights
Calm Middle age Caucasian man sitting on sofa listening to music enjoying meditation for sleep and peaceful mind in wireless headphones, leaning back with his lovely chihuahua dog sit besides.

How certain are your retirement plans?

20th May 2025

For those approaching retirement, recent market volatility may have called into question their previous plans. So, how can you keep your retirement plans on track? Find out more.

news
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One way to avoid overpaying inheritance tax

16th May 2025

As many as 1 in 50 people who have paid inheritance tax are missing out on a valuable inheritance tax exemption that could reduce their tax bills by tens of thousands of pounds through the 'gifts out of surplus income' rule.

insights
Hands holding up graph

Reasons for optimism: Trump shaken as US bond markets stirred!

16th May 2025

Markets faced renewed volatility in April as US trade policy under President Trump unsettled investors, with US equities falling and gold hitting new highs.

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21 May 2024

How to escape the tax raid on your wealth

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Our financial services register entry may be checked by visiting https://register.fca.org.uk/. Please note that the Financial Conduct Authority (FCA) does not regulate cash flow planning, estate planning, tax or trust advice.