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#FinanceFriday

Book yourself into one of our financial wellbeing themed webinars and listen to keynote speakers discuss their area of expertise. We always have a live Q&A, so make sure you take lots of notes and are ready to ask your questions, putting our fantastic speakers through their paces!

7TH NOVEMBER

Financial Security: How to Recognise and Avoid Financial Scams

Financial scams are becoming increasingly sophisticated, and no one is immune. In this Finance Friday session, Financial Security: How to Recognise and Avoid Financial Scams, we will help you stay one step ahead by exploring the most common types of financial fraud and how to protect yourself. Timed ahead of Talk Money Week, this session will arm you with the practical knowledge to spot red flags, safeguard your personal information, and take immediate action if something doesn’t feel right.

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#FinanceFriday Schedule

November 2025

As the end of the year approaches, now is the time to plan ahead for the key financial deadlines on the horizon. In this #FinanceFriday session, Planning Ahead: Your Guide to Tax Year-End and Beyond, we will walk you through the steps you can take now to prepare for tax year end and the upcoming Self-Assessment deadline. With insights from AAG’s Head of Advisory, Stuart Hudson, this session also explores the broader value of financial advice, and how early planning can help you maximise opportunities, avoid last-minute stress, and make smarter decisions for 2026 and beyond.

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The Autumn Budget sets the stage for the UK’s financial direction in the months ahead, shaping everything from tax policy to public spending. This special edition of #FinanceFriday will unpack the key announcements from the 26th November Budget, exploring how the changes could impact your personal and business finances. Whether you’re concerned about shifts in Capital Gains Tax or allowances for pensions and savings, this session will help you understand what’s new and what it means for your financial planning.

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December 2025

Thinking about the future of your wealth is one of the most meaningful steps you can take, both for your own peace of mind and for the generations to come. Maximising Your Legacy: Inheritance Tax and Estate Planning Insights, will help you explore how careful planning can help you pass on more of your wealth while minimising the impact of Inheritance Tax. Whether you’re beginning to think about your legacy or actively planning, this session will provide valuable insights to support smart, structured decisions.

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Watch the last session

October 24, 2025

#FinanceFriday | Mid-Tax Year Update: Your Mid-Year Financial Check-In

The midpoint of the tax year is the ideal time to take stock of your financial progress and refocus your strategy. Mid-Tax Year Update: Your Mid-Year Financial Check-In, will highlight the steps you can take between now and the end of the tax year in April to make sure your money is working efficiently. Whether you’re looking to make the most of your allowances, revisit your investment approach, or respond to potential changes in policy, this session will help you plan with purpose and precision.

Discuss more in a 1:1

Financial Education services are offered by AAG Financial Education which is a trading name of AAG Private Clients Limited, registered in England & Wales. Company number: 05390261. Registered Office: Lumaneri House Blythe Gate, Blythe Valley Park, Solihull, West Midlands, United Kingdom, B90 8AH. AAG Financial Education services fall outside of wealth management advice and are separate and distinct to the services offered by St. James’s Place. They are therefore not covered by neither the St. James’s Place Guarantee, which is solely reserved for wealth management by representatives of AAGSJP (trading as AAG Wealth Management).

AAG Private Clients Limited (Trading as AAG Financial Education) introduces to AAGSJP Limited (trading as AAG Wealth Management) who are authorised and regulated by the Financial Conduct Authority.