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On-demand events

View our collection of on-demand events and webinars, brought to you by our wealth management specialists and featured guests.

Webinar: Bringing cash flow planning to life
2 December 2024 in Wealth/financial planning, Retirement & pensions, On-demand events

In our latest webinar, Hazel Bowen, a cash flow planning specialist, presents a live demonstration, walking through the details of the model and showcasing its wide range of benefits.

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Post-budget webinar: Our experts unlock the pension puzzle
13 November 2024 in Wealth/financial planning, Retirement & pensions, On-demand events

Our latest webinar covers key UK Budget pension changes, including IHT inclusion, and offers insights on proactive wealth planning with specialists.

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US election webinar: Will the results cause global fireworks?
24 October 2024 in Investing, Latest market updates, On-demand events

As the US election approaches, our experts analyse potential market impacts of a Trump vs. Harris outcome, covering key issues like economic growth, global volatility, and market performance under each candidate.

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Autumn webinar: Steering a steady course through a spooky quarter
17 October 2024 in Latest market updates, On-demand events, Investing

Our Autumn market update webinar discussed positive investment returns amid geopolitical challenges, the upcoming US election's impact, and strategies for investing in quality companies for achieving long-term growth for clients.

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Summer webinar: Has election fever positively impacted our client investment portfolios?
18 July 2024 in Latest market updates, On-demand events, Investing

In this webinar we discuss the UK election results, their effect on market and economic activity and where they think investment opportunities lie in the next quarter of 2024 for our client portfolios.

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Succession: Your guide to managing inherited wealth
17 June 2024 in Inheritance, Wealth/financial planning, On-demand events

Sarah Windsor-Lewis, Financial Planner, talks about how to manage an inheritance.

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Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.