Our webinars

Watch our investment webinar, where our chief investment officer, Tom Caddick, and Rebecca Cretney, investment counsellor, looked back on the year that was and summarised what could be the key themes for investors in 2022.

David McFadzean joined Marcus Dixon of LonRes and Mark Francis and Jane James of London’s Surveyors and Valuers to discuss the current state of the London property market, what the stories are behind the news headlines and what homebuyers and investors might expect to see in the coming months.

In two separate short videos, Rebecca Cretney highlights the impact of inflation on investment portfolios, including how it can be mitigated for clients who seek lower levels of risk, as well as for those comfortable with higher levels of risk.

What hurdles might families face as they seek to hand down wealth to the next generations? Our webinar on 3 November was presented Mary Humphreys from Nedgroup Trust and Chris Hards of Ogier and sought to help you to understand the challenges and what support is on hand.

John Williams was joined by Andrew Robins from RSM UK as they discussed the announcements from Rishi Sunak’s 2021 Autumn Budget, as well as the other details published before, to flag what they mean for UK tax payers and their families.

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.

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.

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.

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.

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.

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 in a webinar with a couple of the family lawyers at Stewarts,.

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.