Our Webinars
From retirement planning and investments to Inheritance Tax and the latest Budget changes, our expert Financial Planners break down the topics that matter most to you. Explore our webinars below, watch previous recordings at your convenience and take the next step towards a better financial future.
Post Budget 2026: What's Changed Following The Budget
2nd November 2026 | Sarah Hogan, Company Director & Chartered Financial Planner
The Autumn Budget has been announced, but what does it mean for you and your finances? Watch Sarah Hogan as she breaks down the key announcements, explores how the changes could affect your financial plans and helps you understand what to consider for your financial future.
Retirement Planning in Your 40's, 50's, and 60's - How We Can Help
10th August 2026 | Hannah Needham, Financial Planner
Are you on track for the retirement you want? Watch Hannah Needham as she explores the key financial decisions to consider in your 40s, 50s and 60s, helping you understand your retirement options, make the most of your savings and plan for the future with confidence.
How High Earners Lose Wealth (and How to Take Back Control)
25th June 2026 | Sarah Hogan, Company Director & Chartered Financial Planner
Earning more doesn’t always mean keeping more! Discover how taxes, missed allowances, and overlooked financial planning opportunities could be affecting your wealth, and explore ways to take greater control of your finances and make your money work harder for your future.
How to Reduce Your Inheritance Tax Bill in 2026
20th April 2026 | Hannah Needham, Financial Planner
Could your family be paying more Inheritance Tax than necessary? Watch Hannah Needham as she explores how Inheritance Tax works, the importance of planning ahead and practical ways to potentially reduce your estate’s tax liability, helping you pass on more of your wealth to your loved ones.
Effective Planning for Business Owners - KBA X A&Co
23rd February 2026 | Sarah Hogan, Company Director & Chartered Financial Planner
Are you making the most of your business and personal finances? Watch Sarah Hogan and tax expert John McCaffery as they explore effective financial and tax planning strategies to help business owners plan ahead, make informed decisions and work towards their long-term goals.
Post Budget 2025: What's Changed Following The Budget
15th December 2025 | Sarah Hogan, Company Director & Chartered Financial Planner
Wondering how the Autumn Budget could affect your finances? Watch Sarah Hogan as she breaks down the key announcements from the 2025 Budget, exploring what the changes could mean for your financial plans and future.
Are Your Loved Ones Facing a Surprise IHT Bill
6th October 2025 | Sarah Hogan, Company Director & Chartered Financial Planner
Could Inheritance Tax leave your loved ones with an unexpected bill? Watch Sarah Hogan as she explores how Inheritance Tax could affect your estate and the importance of planning ahead to help protect your family’s financial future.
Plan Smarter: IHT & Pension Rules Unpacked
12th June 2025 | Sarah Hogan, Company Director & Chartered Financial Planner
Confused by Inheritance Tax and changing pension rules? Watch Sarah Hogan as she breaks down these important topics, helping you better understand what they could mean for you and your family’s financial future.