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  • How to unlock the value of data in your business

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

  • Third Thursday professional services networking

    The Old Ale House 7 Quay Street, Truro
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    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.

  • Employee ownership trusts webinar

    Virtual event
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    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 […]

  • Finance in Cornwall 2025

    Lighthouse Cinema, Newquay Lighthouse Cinema, King Street, Newquay
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    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 […]

  • A group of people have boxed up goods on a table ready to sell for charity

    Charity sector update webinars

    Virtual event
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    The essential update for finance professionals, charity leaders and trustees. Join us for two informative, engaging webinars. The first covers proposed changes to charity SORP, related parties and conflicts of […]

  • EMI webinar – Incentivising staff through share ownership

    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 […]

  • Inheritance tax reliefs and succession planning

    Virtual event
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    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 […]

  • Inheritance tax planning and pensions explained

    Virtual event
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    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 […]

  • APR and BPR changes: Exploring your exit options

    Virtual event
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    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.

  • Rural succession planning

    Virtual event
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    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 […]

  • Introducing the Beacon Fund

    Old Bakery Studios, Truro Malpas Road, Truro,, Cornwall, United Kingdom
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    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 […]

  • Autumn Budget webinar

    Virtual event
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    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 […]