UK Individual Financial Planning webinar series

This webinar explored how to build SMART goals for your financial plans, helping you define and quantify your financial goals and consider how to save and invest your assets to meet your short and longer term objectives.

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Our panel of experienced female advisers explore some of the specific financial planning needs and challenges faced by our female advice clients including:

• The Gender Pension Gap and practical tips to ensure your retirement planning stays on track
• The importance of a diversified investment portfolio and investing for specific objectives
• Protecting yourself and your loved ones

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The UK Budget 2025: What could it mean for your personal circumstances? In this video, we chat to experienced financial planners from WTW and atomos to find out.

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Separation can be a difficult time for all involved. We're here to support you with the financial considerations.

In this webinar we share insights into financial planning before, during and after divorce or separation. We consider the process and timeframes for divorce as well as the inclusion and valuation of all assets and how to agree a fair and equitable distribution.

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Puzzled by the ever-changing Annual Allowance rules? We're not surprised! This webinar will help you understand the complex Annual Allowance rules for pension contributions and alternative options to registered pensions when saving for your retirement.

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Understand the importance of making a Will and putting in place powers of attorney (regardless of your age)!

We'll also explore:

• The use of cash flow modelling to assess affordability for lifetime gifts and the option to use trusts and/or family investment companies to gift whilst retaining some control.
• Investment opportunities qualifying for business property relief and the use of insurance products to meet any potential remaining IHT liability, for example, on property.
• The implications of IHT on pension death benefits

Register here to join us live at 12:00 p.m. on Wednesday 11 February 2026. 

Attendees will join anonymously and will have the option to ask our experts using our Q&A.

Can't make the live event? You can still register here to receive a recording of the event.

We can't predict your future but we can help you prepare financially for whatever life throws at you.

Join us to explore:

• The potential costs of later life care
• Your options for funding the costs of care to ensure your lifetime care needs are sustainable
• How care costs could affect your ability to pass on wealth
• The support available for you and your loved ones to assess your care needs and payment options

Register here to join us live at 12:00 p.m. on Thursday 16 April 2026.

Attendees will join anonymously and will have the option to ask our experts using our Q&A.

Can't make the live event? You can still register here to receive a recording of the event.