Are you ready for the end of the tax year? As the end of the tax year approaches, the actions you take now can make a meaningful difference to your financial position. In our webinar, Your Tax Year-End Checklist: Complete before April 5^th!, guest speaker Arun Johal, Wealth Manager at AAG Wealth Management, will guide you through the essential allowances and opportunities available before 5 April. You’ll learn how to make the most of your ISA, pension, and gifting allowances, and how each can be integrated into a clear, strategic plan that supports long-term growth and tax efficiency. Whether you’re assessing your current arrangements or seeking smarter ways to optimise before the deadline, this session will equip you with the practical insight needed to act with confidence and strengthen your financial future.

Building a strong investment strategy starts with understanding two key factors: the level of risk you’re comfortable with and the time you have to achieve your goals. In this webinar, Thinking Ahead: Balancing Risk and Time in Your Investment Strategy, Jack Brosnan, Wealth Manager at AAG Wealth Management, will guide you through the principles that shape effective long-term investing. You’ll explore how different investment approaches align with varying timelines, and how smart risk management can support more confident, consistent growth over the years. Whether you’re refining an existing portfolio or starting to build one, this session will help you approach investment decisions with clarity and purpose.

Understanding the financial landscape is essential for making informed decisions at every stage of life. In this webinar, The Informed Investor: Strategic Planning for Women, guest speaker Bronwyn Pettitt, Wealth Manager at AAG Wealth Management, will provide practical, insight-led guidance to help women strengthen their financial strategy with clarity and confidence. You’ll explore the key considerations that commonly shape women’s financial journeys, such as balancing career progression, managing responsibilities, and planning for long-term security, and learn how to build a framework that supports resilience and opportunity. Whether you’re laying the foundations or refining an established plan, this session will help you take intentional steps toward a stronger financial future.

Creating financial resilience means being confident that your financial structure has flexibility to adapt, no matter what life brings. In this webinar, Financial Resilience: Tools for a Strong Future, guest speaker Michal Staszczuk, Wealth Manager at AAG Wealth Management, will walk you through the core components of a resilient financial plan. You’ll gain insight into strengthening your foundations, reducing vulnerability to unexpected events, and developing habits that support long-term stability and peace of mind. Whether you’re enhancing your existing strategy or beginning to build protective measures for the first time, this session will equip you with the clarity and confidence to feel more prepared and in control.

As a new tax year approaches, it’s a natural moment to pause, reflect, and make sure your finances are supporting the life you want to build. In this webinar, Your Money in 2026: Strategies for the New Tax Year, guest speaker Ian Craigie, Wealth Manager at AAG Wealth Management, will help you understand the key changes, choices, and opportunities that the 2026/27 year brings. Together, you’ll explore how to stay organised, make thoughtful decisions, and use the year ahead to strengthen your overall sense of financial wellbeing. Whether you’re fine-tuning an existing plan or simply taking stock of where you are, this session will give you the clarity and confidence to move forward with purpose.

Finding the right balance between saving for the future and keeping enough flexibility for today is something many people think about. In this webinar, Your Next Contribution: Pension or ISA?, guest speaker Sophia McGhee, Wealth Manager at AAG Wealth Management, will help you explore how each option can support different priorities and life plans. Together, you’ll look at how your goals, timeframes, and circumstances can shape the choices you make, not just in terms of tax efficiency, but in how confident and secure you feel moving forward. Whether you already have a plan in place or are simply looking for clearer direction, this session will offer straightforward guidance to help you make decisions that feel balanced, informed, and right for you.

Preparing for a confident and secure retirement starts with a well-structured plan that reflects both your goals and the financial landscape ahead. In this webinar, Boost Your Retirement: Planning Around Pensions & Retirement, guest speaker James Chamier, Wealth Manager at AAG Wealth Management, will guide you through the key steps to ensure your retirement planning is fully optimised. You’ll explore how to align your income needs with your long-term objectives, make the most of tax-efficient opportunities, and build a strategy that supports flexibility throughout later life. Whether you’re approaching retirement or taking time to refine your current plan, this session will help you move forward with clarity, assurance, and control.

Balancing the financial needs of children and ageing parents can feel overwhelming, but with the right approach, it’s possible to support those you care about while still protecting your own future. In this webinar, The Sandwich Generation: Planning Family Finances, guest speaker Dan Browne, Wealth Manager at AAG Wealth Management, will walk you through practical ways to manage these competing responsibilities with confidence. You’ll explore how to create a structure that safeguards your finances, supports informed decision-making, and aligns with your long-term goals. Whether you’re already navigating the pressures of multigenerational support or preparing for what’s ahead, this session will help you bring clarity, stability, and balance to your financial planning.

Reaching key property milestones, whether buying a first home, moving to a new one, or reviewing an existing mortgage, comes with important decisions and opportunities. In this webinar, Home Buying with Confidence: Navigating Mortgages and Remortgages, guest speaker Robert Lawson, Mortgage and Protection Broker at AAG Mortgage Brokerage, and William Watermeyer, Wealth Manager at AAG Wealth Management, will help you understand the steps involved at each stage of the journey. You’ll explore how to assess your financial position, interpret market conditions, and choose options that support both your immediate needs and your longer-term plans. Whether you’re preparing for a new chapter or refining the arrangements you already have in place, this session will give you the clarity and confidence to move forward with purpose.

Approaching retirement is an opportunity to shape the lifestyle you want for the years ahead, supported by decisions that bring clarity and confidence. In this webinar, Retirement Within Reach: Preparing for Your Next Chapter, guest speaker James Wilson, Wealth Manager at AAG Wealth Management, will help you understand how your financial plans can align with the way you’d like to live in retirement. You’ll explore how to assess your current position, consider the income options available, and make well-informed choices that balance security with flexibility. Whether you’re planning to retire in the coming years or looking at a phased transition, this session will provide the structured insight you need to approach the next stage with confidence and control.

Thinking ahead about how your wealth will support future generations is a meaningful step in shaping your family’s long-term security. In this webinar, Your Legacy, Your Way: Planning Wealth Transfer Between Generations, guest speaker Bronwyn Pettitt, Wealth Manager at AAG Wealth Management, will guide you through the key considerations involved in transferring wealth securely and efficiently. You’ll explore the options available, understand the tax and legal implications, and consider how to structure your plans in a way that supports your loved ones while protecting the legacy you’ve worked hard to build. Whether you’re beginning to think about succession planning or refining arrangements already in place, this session will provide the clarity and confidence to make well-informed decisions for the years ahead.

Building a strong financial foundation for your family starts with clear goals and effective savings strategies. In this webinar, Growing Together: Boosting Your Family Savings, guest speaker Chris Neophytou, Wealth Manager at AAG Wealth Management, will guide you through practical approaches to increase your family’s savings, manage spending, and plan for both short- and long-term priorities. You’ll explore how to create structured saving habits, make the most of tax-efficient options, and ensure your financial decisions support your family’s needs today and in the future. Whether you’re starting a savings plan or looking to optimise an existing one, this session will help you feel confident and in control.

Planning for the future is about more than finances, it’s about protecting your loved ones and ensuring your wishes are honoured. In this webinar, Peace of Mind: The Importance of Will Writing, guest speaker Tom Norton Wealth Manager at AAG Wealth Management, will guide you through the essential steps of creating a will that reflects your intentions and safeguards your family. You’ll explore how clear planning can prevent uncertainty, minimise potential disputes, and provide security for those you care about most. Whether you’re writing a will for the first time or reviewing an existing one, this session will help you feel informed, reassured, and confident in your planning.