Events

Join an informal online session hosted by our advisers Malcolm Steel and Graeme McInally, where you will have the chance to learn about the key points of tax planning for high earners. Malcolm and Graeme will share their knowledge and answer any questions you might have. The session will run from 12.30pm until 1.30pm on Friday 30th June 2023. 

With so many different retirement paths available, choosing the right one for you is now even more important, but is becoming increasingly difficult. We want you to ‘retire well’ and invite you to our informative webinar taking place on Tuesday 11th July 2023 from 12.30 - 13.30, hosted by our Chartered Financial Planners Malcolm Steel and Graeme McInally.

Join our free informative webinar where we will discuss the topic of intergenerational wealth, inheritance tax and other areas of financial planning that need to be considered when passing wealth within families. Hosted by our Chartered Financial Planners Malcolm Steel and Graeme McInally, this webinar is taking place on Monday 7th August 2023 from 12.30pm to 1.30pm.

It is important to both live for today and plan for tomorrow, and striking the right balance can be challenging. If you would like some tips to help you to effectively plan for your financial future, you may be interested in joining our hosts, Chartered Financial Planners Malcolm Steel and Graeme McInally for an informative, lunchtime webinar on Monday 18 September 2023 from 12.30pm to 1.30pm.

We are holding our Autumn Client Investment Forum webinar on Friday 6 October 2023  from 12.30pm to 2.00pm. We are pleased to announce that Duncan MacInnes, Investment Director at Ruffer has agreed to present. Duncan will give an economic outlook presentation, followed by a Q&A session.  If you are a client who can't attend but would like us to send you a link to the recording please get in touch.

Join an informal online session hosted by our Chartered Financial Planners Malcolm Steel and Graeme McInally. At this interactive webinar you will have the chance to ask our experts your questions about personal finance in advance or at the event. Alternatively you are welcome to just sit back and listen to the questions and answers that will be discussed. The session will run from 12.30pm until 1.30pm on Friday 20th October 2023.

We invite you to our free, informative webinar looking at the financial planning journey taking place on Monday 20th November 2023 from 12.30pm - 1.30pm. At this event we will outline what a financial planner does and how they can help you, the financial planning process, what to consider when selecting investments and points to consider when doing your own financial planning.

Join our Chartered Financial Planners Malcolm Steel and Graeme McInally at this free, informative lunch time webinar where we will present on the topic of financial protection, on Wednesday 13th December 2023 from 12.30 - 1.30pm. This event will demystify financial protection, providing you with a good understanding of what to consider when thinking about putting financial protection in place.