Planning for your future webinars

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Join our Accumulating wealth webinar by registering here.
Join our Distributing wealth webinar by registering here.

There is no doubt that 2020 has been an unprecedented year for every one of us. The challenge has resulted in many people reflecting on their personal circumstances and their plans for the future.

Based on the findings from our survey of 1,022 people across the UK, published in our Planning for your future report, our tax, financial planning and legal experts are delighted to invite you to join us at one (or both!) of our upcoming webinars. These webinars will explore key wealth management issues and provide guidance to help you plan for your future and identify some key priorities for action.

These webinars will also provide you with an opportunity to ask our panel questions. Please be reassured you (or your name) will not be visible to other attendees and you will not be required to participate if you don’t want to, you can just join to listen in.


Accumulating wealth webinar

If you are currently accumulating, growing and managing your wealth, book your place on this webinar.

Topics covered include:
• Effectively selecting and managing investments
• Planning ahead of retirement using pensions
• Planning your finances for your future
• Building a business
• Inheritance tax planning
• Considerations for later life – Wills, power of attorney, trusts

There will also be a Q&A session where you can ask the panel for their insight.

Date: 26 November 2020 | Time:10:00am – 11:00am

Register your place here.


Distributing wealth webinar

f you have accumulated your wealth, and are now focusing on preserving, protecting, maximising and distributing for your and your families future, book your place on this webinar.

Topics covered include:
• Managing investments and assets
• Exiting a business
• Preparing pensions for retirement and taking benefits
• Preparing your finances for your family’s future
• Inheritance tax planning
• Wills, power of attorney, trusts and probate

There will also be a Q&A session where you can ask the panel for their insight.

Date: 26 November 2020 | Time: 12:00pm – 1:00pm

Register your place here.


We will be hosting these webinars on Go To Webinar which is a third party webinar provider. On registering, you are asked to enter your name and email address in order for us to communicate with you about the webinar. Their privacy policy is also available to view when registering.

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