Insights and Events

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Insight

How can entrepreneurs maximise their investment post-funding rounds

The Cash & Cautious Bond (C&CB) portfolio can offer a better alternative to traditional corporate savings accounts and reduces the hassle of managing multiple deposits

09 May 2025 by Chris Henderson

Insight

Are ISAs still worth it? The journey to becoming an ISA millionaire

Making regular contributions to your ISA could add up over time, potentially creating a tax-free portfolio valued at £1 million or more

09 May 2025 Emma Sterland

Insight

Investment Outlook: The US president is for turning

A monthly roundup of global markets and trends

02 May 2025 Daniel Casali

Insight

The potential impact of Trump’s tariffs on charity portfolios

President Donald Trump's tariffs could affect charity portfolios. What are the key risks and opportunities for trustees and investment managers?

02 May 2025 Luke Hunter

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Event

Beyond the Valuation: The Adviser’s Role in a Smooth Business Sale

Through this two-part webinar series, our technical experts will share practical insights, strategies, and planning tools to help you deliver even greater business exit outcomes and investment returns to your clients. We’ll cover the key financial planning considerations pre- and post-sale.

20 May 2025, 12:00 - 13:00

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Event

Charity Conference - Birmingham 2025

Connecting charity leaders with what they need to know

22 May 2025, 09:30 - 13:00 Birmingham

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Event

Charity Conference - Liverpool 2025

Connecting charity leaders with what they need to know

18 June 2025, 09:30 - 14:30 Liverpool

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Event

Post-Sale Planning — What’s Next for Your Client?

1 July 2025, 12:00 - 13:00

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Podcast

Are there any unintended consequences of divesting?

Katrina Brown from Evelyn Partners and Prof Kelly Shue from the Yale School of Management discuss the unintended consequences of divesting in this podcast.

23 Oct 2024