Client Events

Annual Client Conference

Held at Durham Cricket Club in January, our clients get the opportunity to have their questions answered by industry experts.

Register Your Interest In Our Annual Client Conference 2025

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industry insights
LATEST BLOGS & INDUSTRY INSIGHTS

Celebrating Retirement and Giving Back: Our 2025 Charity Calendar

From holidays abroad to hobbies like golf and scenic walks, the calendar captures the joys of life after work, while helping St Cuthbert's Hospice.
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Many clients come to advisers too late for effective retirement planning

22% of clients come to financial advisers too late for effective retirement planning, as the benefits of taking early advice “cannot be overstated".
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Reducing Inheritance Tax Liability for Farmers: What You Need to Know

Recent changes to inheritance tax (IHT) rules proposed in the October budget have sparked widespread concern among farmers across the UK.
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