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Past 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

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Latest news and insights

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Middle aged woman smilling and happy about her finances. Attractive lady receiving good news from a paper mail.

What should I do when preparing for retirement?

22nd May 2023

Don’t know where to start when preparing for retirement? Read our article on key considerations to help you plan effectively towards life after work.

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Can you cut your income tax bill if you're a high earner?

Can you cut your income tax bill if you're a high earner?

19th May 2023

According to the Office for National Statistics, in the 2021/22 tax year, over 4.5 million people in the UK were paying higher rate tax. This has risen year on year and is expected to rise further with the continued freeze on our personal allowances. Could you be paying too much tax? Find out here.

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finding freedom during redundancy for your financial plans

Why you shouldn’t let redundancy affect your financial plan

18th May 2023

Redundancy, or the loss of a job or source of income, can be a stressful and challenging experience. However, it's important not to let it impact your financial plan where possible. So, what steps can you take?

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23 May 2023

Grow your income, not your tax bill

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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.