Estate Planning

Your legacy. Their future.

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Manage investments. Achieve goals.

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Plan for a better retirement.

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Legal protection for your wealth.

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Free financial insight from industry experts

From growing your money today, to enjoying the ideal future for you and your loved ones, our webinar series focuses on key topics relating to Wills, pensions and investments. Delivered by one of our expert speakers – David Batchelor, Alison Parker and Dean Hobbs – each session gives you a common-sense guide to the subject, and the opportunity to speak one-to-one with a financial specialist, from the comfort of your own home.

Register your free webinar place now

Will review webinar

Plan for the future you want

  • Learn how to build your wealth now
  • Minimise tax liabilities
  • Ensure your family benefits in full from their inheritance



David Batchelor

Investments webinar

Learn lessons from the best in the industry

  • Discover the strategies of the world’s most successful investors
  • Avoid the most commonly made investment mistakes
  • Improve your returns while keeping risk to a minimum



David Batchelor

Pensions webinar

Plan for the future you want

  • Explore your pension options
  • Boost your retirement income
  • Avoid the hidden tax pitfalls



David Batchelor