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In the constantly changing political and economic environment, our latest report focuses on Trump, tariffs, markets, and portfolios. 

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In a slight change to our usual format, we bring you a combined video on economy and markets, which are currently dominated by US tariffs, and how the current outlook is entirely dependent on what happens next.

In the second and final video, we focus on portfolios, examining how they have been influenced by changing market conditions, the adjustments made to protect them, and the opportunities arising from market lows.

Events

  • Experience

Investment Safety Briefing

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.

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12:15 – 14:00
Wilmslow
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event masterclass the care conundrum
  • Experience

The Care Conundrum

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.

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10:00 – 11:30
Wilmslow
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  • Experience

Road to Responsibility

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.

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10:00 – 11:30
Head office
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  • Experience

IHT By Numbers

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.

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12:15 – 14:00
Head office
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  • Experience

Right People, Right Money, Right Time

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.

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10:00 – 11:30
Head office
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  • Experience

Lasting Power of Attorney

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.

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10:00 – 11:30
Wilmslow
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  • Experience

Relishing or Resisting Retirement

Go beyond pensions and savings to explore retirement's financial, emotional and practical realities, helping you plan with greater confidence and purpose.

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12:15 – 14:00
Wilmslow
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event masterclass cyber security
  • Experience

Cyber Security

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.

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10:00 – 11:30
Wilmslow
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  • Investment

Investment Insights

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.

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09:45 – 11:15
The Elm at Alderley Park, Cheshire
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15:00 – 16:30
The Shard, London
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Start your journey to financial freedom

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