Our webinars

We regularly host webinars to help you appreciate some of detail behind topics of interest and enable you to access the expertise and experience of the team.

Life often prompts financial decisions whether they result from career decisions, health, relationships or simply what to issue you need to tackle next.

Our webinars aim to help you understand the opportunities that your wealth offers, and overcome some of the hurdles it can present, to help you meet your short, medium and long-term wealth goals. To find out more, click on any of the tiles to access each webinar.

If you are watching our webinars as they are broadcast, you need to register for an account via our webinar platform, BrightTALK to be able to access the discussion and ask questions of our experts. However, if the webinar has already taken place, you can watch these without the need to provide any contact details.

Money management

Webinar invite: what’s in the 2021 UK Autumn Budget?

21 Oct

| 45 mins (incl Q&A)

Join John Williams and Andrew Robins on 28 October at 12.30pm UK time as they flag the announcements from Rishi Sunak’s 2021 Autumn Budget, and discuss what they mean for UK tax payers and their families.

Retirement planning

Achieving financial success in retirement

19 Oct

| 43 mins

John Williams, head of wealth planning, joined Simon Prescott, senior wealth planner as they explained what clients should be aware of as they transition from a career, or running a company, to retirement, and how they might achieve financial success in a phase of life called decumulation.

Investing

Quarter end investment webinar: navigating the brave new world

7 Oct

| 45 mins

Rebecca Cretney was joined by Tom Caddick on 7 October at 12.30pm UK time to discuss recent trends in financial markets, how these might affect investors in the coming months, and how our portfolios are positioned to respond.

Money management

Webinar invite: challenges facing families during the great wealth transfer

21 Sep

| 45 mins

What hurdles might families face as they seek to hand down wealth to the next generations? Our webinar at 12.30pm UK time on 3 November, presented by experts from Nedgroup Trust and Ogier, helps you to understand the challenges and what help is on hand.

Money management

Webinar: are trusts still worth setting up?

22 Jul

| 47 mins

Mary Humphreys and Marcus Prevel of Nedgroup Trust discussed the use of trusts by families in today's world, and how wealth structures can help the transfer of assets across generations.

Investing

Investment webinar: what's happening with inflation?

8 Jul

| 45 mins

David McFadzean was joined by Tom Caddick as they discussed recent trends in financial markets, how these might affect investors in the coming months, and how our portfolios are positioned to respond.

Money management

Webinar: Q2 London residential property market update

23 Jun

| 50 mins

David McFadzean joined Marcus Dixon of LonRes and Rob Cohen of the MJ Group to discuss the current state of London's residential property market, what's been behind the news headlines and what to expect in the coming months.

Major life events

Webinar: divorce, pre-nups, pandemics and other legal changes

3 Jun

| 45 mins

Family law, and specifically divorce law, as with all other aspects of life, have been significantly impacted by recent events. We discussed those changes and how these are affecting our clients.

Money management

Webinar: what's happening with UK property?

20 May

| 44 mins

Mary Humphreys of Nedgroup Trust was joined by Anna Douglass of Ferbrache & Farrell LLP as they discussed the future of English residential property as an investment opportunity.

Major life events

Webinar: ramifications of divorce beyond the financial and legal

11 May

| 50 mins

Our panel of experts flagged the breadth of the conversations people should be having before, during and after a divorce, noting there are more conversations to have than the legal and financial ones.

Webinar: fraud and cybercrime

4 May

| 31 mins

During a 30 minute update, we looked at the types of scams that fraudsters and cybercriminals are currently running and how people are far too easily duped.

Major life events

Webinar: managing your finances around a divorce

28 Apr

| 30 mins

As we count down to the end to life in lockdown, divorce rates could spike. We review the financial considerations for those separating at each stage of the process in a 30 minute webinar with John Williams and Pippa Vick.

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Our client magazine, Opportunity, is published up to three times a year and provides insights and company updates for our clients.

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If you are interested in becoming a client, please complete the form via the ‘become a client’ button below. Alternatively, if you are already a client, or if you have a question about how we help clients in particular circumstances, please use the ‘contact us’ button.

We will get back to you as soon as we can during office hours, which are Monday to Friday, 8am to 8pm (UK time), except for UK public holidays.

Our webinars

Webinar invite: what’s in the 2021 UK Autumn Budget?

Achieving financial success in retirement

Quarter end investment webinar: navigating the brave new world

Webinar invite: challenges facing families during the great wealth transfer

Webinar: are trusts still worth setting up?

Investment webinar: what's happening with inflation?

Webinar: Q2 London residential property market update

Webinar: divorce, pre-nups, pandemics and other legal changes

Webinar: what's happening with UK property?

Webinar: ramifications of divorce beyond the financial and legal

Webinar: fraud and cybercrime

Webinar: managing your finances around a divorce

Read the latest edition of Opportunity

Get in touch

Become a Client

Contact Us

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