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.

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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

Available on-demand

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

Available on-demand

Pensions webinar

Plan for the future you want

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

Available on-demand

Meet The Expert – Colin Wells

Join us for a discussion on people, business and property with Colin Wells, founder of Prospect Estate Agency – winner of Best Estate Agency UK & Best Lettings Agency UK.

Colin Wells

Meet The Expert – Jonathan Dunn

Wills & Trusts Founder David Batchelor recently hosted a webinar interview with business expert Jonathan Dunn.

Jonathan is CEO of specialist merger and acquisition adviser BCMS and has over 25 years of international experience in the M&A market having been involved in several high-profile business deals, equating to billions of pounds in transactional value. His insider knowledge and vast experience made for a highly engaging session – Please do take a look.

Available on-demand

Jonathan Dunn

Budget Briefing

Budget Briefing: The Devil Is In the Small Print!

On March 4th 2021 we hosted our webinar briefing following on from the Chancellor’s Budget Announcement the day prior. We dived into the details, extracted the information that we thought you’d benefit from being made aware of, and presented it in a straightforward engaging format.

The session is now available to view on-demand via the link below.

Watch Now

End of Year Tax Planning

Tax planning is not just for the super-wealthy!

Focusing on the end of the tax year, how much money would you lose if you don’t take action?

It’s too easy to think that year-end tax planning is for the super-wealthy, but it’s for everyone that wants to use the tax year to their advantage.

On 24th February we hosted an ‘end of tax year’ webinar. The 1-hour webinar is designed for you if:

  • You have an ISA
  • You take an income from an ISA
  • You have children over the age of 18
  • You have grandchildren under the age of 18
  • You pay into a pension
  • You take income from a flexible pension
  • You would like to claim more advanced tax allowances

The webinar is open to clients and customers as well as family and friends.

To view on-demand click here.