This webinar provides a demonstration of our data insights solution. Including reporting capabilities whilst enhancing efficiency and increasing profitability.

A networking opportunity for advisers working in the finance, property and legal sectors to connect with professionals from across the region. Limited to five attendees per organisation.

We’ll answer some of the most frequently asked questions about employee ownership trusts (EOTs). Whether you’re just starting to explore this concept or looking to develop your knowledge, you’ll take plenty of insights from this session.

With sessions on grants and business support available; getting investment ready and debt funding - including non-bank options. A meet the funders session with business angels, crowdfunders and venture capital investors. This free event will be of interest to business owners at all stages of business maturity - from start-up to exit and there will […]

Kate Culley and Thomas Oldham will be hosting a webinar on EMI and will be covering: An introduction to EMI Benefits of EMI options A look at company and employee’s […]

A webinar about the upcoming changes to Agricultural Property Relief (APR) and Business Property Relief (BPR). Our head of tax breaks down what the changes mean, how to prepare, and […]

This webinar focuses on inheritance tax (IHT) strategies for clients facing complex planning challenges. Where IHT exposure can't be resolved through straightforward will changes or business share transfers, there are […]

Upcoming APR and BPR changes could reshape the financial landscape. This webinar provides an overview of options for anyone considering a business exit - whether through sale, succession, or restructuring.