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 […]

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 […]

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.

This webinar takes a deeper dive into inheritance tax strategies specifically relevant to rural clients. For landowners, farmers, and rural business owners facing more intricate planning scenarios, we’ll explore approaches […]

Be our guest at Old Bakery Studios, Truro, on Tuesday 21 October for a business breakfast introducing the Beacon Fund, an exciting new equity fund for Cornwall and the Isles […]

Improve your chance of a successful application for debt finance. Learn why businesses get turned down for loan applications, explore what can be done to improve your chances of success and understand the range of funding choices available.

On 27 November, join our live webinar the day after the Chancellor’s statement. Our team, led by my colleague and leading tax expert John Endacott, will break it down. What’s in the Budget? What’s changing for businesses? What you need to do next? Register now and we'll help you make sense of it, fast.

Register now to join one of our practical face to face workshops Are you considering selling your business, seeking private equity investment, or planning a future exit? Then sign up to one of our practical workshops to gain expert guidance on maximising business value, avoiding common pitfalls, and achieving a successful exit on your terms.  […]