This Paraplanners' Assembly webinar with Elaine Cruickshank covers nil rate bands, gifting rules, pensions, charitable giving, business relief and key planning opportunities.

Dan Matthews, Head of Portfolio Management, and Dan Douglas-Wright, Investment Manager, examine the forces shaping markets in the coming quarter.

This adviser webinar will bring you up to speed on IHT changes with what’s new, what’s still evolving, and the actions you can take to prepare your clients effectively.

Discover how emotional intelligence can transform client conversations - helping you communicate with impact, and build stronger, trust‑led relationships that drive clearer decisions and better outcomes.

Dan Haylett, Financial Planner at TFP and Dr. Tom explore the human side of retirement - the psychology and identity shifts clients face - and how to guide a confident transition.

Unlock the psychology of money to build deeper client trust, elevate your advice and create stronger, bias‑aware relationships.

In this webinar, Dr. Tom Mathar Head of Money:Mindshift shares how financial advisers can build trust, listen deeply, set clear expectations, and follow up with intention. Learn how holistic, human‑first advice leads to more natural and meaningful referrals - not transactions.

In this session, Dr Thomas Mathar, Head of Money:Mindshift, reflects on what it means to be human centric in your advice approach as opposed to client or product centric and how that translates to your client meetings.

Discover how to transform your client conversations with a human-centric approach to financial advice. This session explores the art of building trust, listening deeply, and structuring the perfect initial meeting - moving beyond products and transactions to connect with your clients’ real lives, values, and emotional needs.