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

Watch on-demand

Chancellor Rachel Reeves has confirmed she will deliver the 2025 UK Budget on 26 November — all eyes are on potential changes to Inheritance Tax, high-value property levies, and possible tweaks to ISAs and pension tax relief for high earners.

Join us the next morning, Thursday 27 November at 8.30am, for a live webinar where our experts will break down what the announcements could mean for your personal financial planning.

Register here to join us live at 8.30am on Thursday 27 November or to receive a recording of the session.

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

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

Our experienced experts will share insights into financial planning before, during and after divorce or separation.

We'll help you understand the process and timeframes for divorce, consider the inclusion and valuation of all assets and agree a fair and equitable distribution.

We'll also help you budget and plan for your future post separation and prioritise the needs of you and your family.

Register here to join us live at 12pm on Thursday 4 December 2025 or to receive a recording of the session.

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

Puzzled by the ever-changing Annual Allowance rules? We're not surprised!

In this webinar, we will help you understand the complex Annual Allowance rules for pension contributions. We will provide hints and tips and signpost free tools to help you calculate your Annual Allowance and carry forward amounts from previous tax years.

We will also explore alternative options to help you save for retirement, including Individual Savings Accounts (ISAs), Venture Capital Trusts (VCTs) and Enterprise Investment Schemes (EISs).

Register here to join us live at 12pm on Monday 12 January 2026 or to receive a recording of the session.

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