Arrival, food and drink – 30 mins
Masterclass – 1 hour 30 mins
Finish
Whether you’re wondering who should take the lead when it comes to managing family finances, preparing to step into that role yourself, or suddenly finding yourself responsible due to a major life event, this masterclass is designed to help.
You’ll gain practical insights, expert guidance, and the confidence to make informed decisions about your financial future. Whether the responsibility comes through inheritance, divorce, bereavement, or another unexpected change, we’ll help you understand what’s involved and how to navigate it successfully.
If you expect to take on greater financial responsibility in the future, this is your opportunity to get ahead, build your knowledge, and feel better prepared for whatever lies ahead.
Ben Harrison
Ben takes immense pride in helping his clients live the life they want, whether that means freeing them from the burden of financial paperwork or assisting them in building a sustainable life plan.
Grace Burgin
Grace dedicates her efforts to a shared purpose of making people's lives better by harnessing the power of good financial planning.
Everyone should have a Lasting Power of Attorney in place, regardless of age or health. In this masterclass you'll gain a clear understanding of the terminology, legal requirements, risks of not having an LPA, and have the opportunity to ask questions throughout. Even if your circumstances are more complex, you'll leave better equipped to work with a solicitor.
Care costs can be significant, but planning ahead can help you stay in control. This thought-provoking masterclass will help you understand your options, challenge assumptions, and take practical steps to prepare for future care needs.
During this exclusive Masterclass, Equilibrium Portfolio Manager Harry Topping will reveal common investment mistakes, share practical ways to avoid them, and explain the strategies Equilibrium uses to help investors stay on track.
Financial Planners, Ben Harrison and Grace Burgin, will provide a gentle introduction to the world of financial planning and investment by sharing their expertise and insights.
Inheritance tax planning is becoming increasingly complex, particularly with pensions expected to fall within the scope of inheritance tax from 2027. While these decisions are often influenced by family circumstances and emotions, this experience focuses on the financial impact of the options available, helping you understand the numbers first so you can make more informed decisions alongside your financial planner.
How can your money benefit your loved ones when they need it most? In this compelling masterclass, Financial Planner Ben Rogers will share transformative strategies to create life-changing outcomes for your loved ones, while potentially saving significant amounts of tax in the process.
Go beyond pensions and savings to explore retirement's financial, emotional and practical realities, helping you plan with greater confidence and purpose.
In this digital age, we’re all connected more than ever, making it even more crucial to ensure our online experiences are safe and secure. Join us for a masterclass and discover the most effective ways to protect yourself online.
Markets move fast. The world moves faster. Join Mike Deverell, Nathan Lingham and Harry Topping at our next Investment Insights as they cut through the noise and tell you exactly what it all means for your money.