Gifting money is a powerful way to support your loved ones and leave a lasting legacy. However, doing so thoughtfully requires careful planning and consideration. Join us for a comprehensive webinar, Gift of a Lifetime: Thoughtful Money Gifting Strategies, where we will explore the best practices for financial gifting and the crucial role of wills in ensuring your wishes are honoured.

Join Polly Banwell from WSL Will Writing and Maddy Farrow (AAG Wealth Management), who will be reviewing the fundamentals of financial gifting, including the various gifts you can give, and discover how to tailor your gifting strategy based on the recipient’s life stage. We will also review the role of wills in gifting and ensure ways to gift money in a tax-efficient manner.

Investing in your child’s future is one of the most important financial decisions you can make. With the right strategies, you can set them on a path to financial security and success. Join us for an informative webinar, Growing Their Piggy Bank: Effective Ways to Save for Children, where we will explore the most effective ways to save for your children’s future, from education to long-term financial goals.

Discover the various financial goals you can set for your child, including educational expenses, first home purchases, and long-term investments. Whilst looking at how to effectively balance saving for your child’s future with other financial responsibilities. We’ll help provide strategies to ensure that your overall financial plan remains healthy while securing your child’s future.

With the recent UK government budget announcements on 30^th October 2024, it’s crucial to understand how any changes could affect your financial plans for the remainder of the tax year. Join us for an insightful webinar, Election Impact on Finances: Mid-Tax Year Health Check, where we will break down the latest budget updates and provide a mid-year review to help you navigate the evolving financial landscape.

Join Ian Cragie (Chartered Financial Planner) as he provides a review of the October Budget and any key measures and policy changes announced. He will also be conducting a mid-tax year review, where the current allowances and how to maximise your tax planning strategies are covered.

Owning a home is one of the most significant financial commitments you’ll ever make, and the decisions you make along the way can have a lasting impact on your financial well-being. Join us for an informative webinar, Relocation vs Renovation: Key Considerations for Homeowners, where we will explore the essential aspects of homeownership, from saving for your first house to navigating mortgages and deciding between relocating or renovating.

Join Matthew Henderson from Strutt & Parker, James Chamier (AAG Wealth Management), and Rob Lawson (AAG Mortgage Brokerage) as they each touch on a key aspect of home ownership. Including saving to buy a house and strategies to effectively save towards buying a new home. We’ll explore the mortgage process, while also providing an outlook on the housing market with predictions and potential changes leading into 2025.