UK Financial Adviser

Category: Old Webinar

Categories
Old Webinar

CBAM Q3 Performance Webinar – October 2025

Sam Hallet presenting the CBAM Q3 Performance Review webinar recording.
CBAM Q3 Performance Review Webinar Recording hosted by Sam Hallet. Access the full video and slides now!

CBAM Q3 Performance Webinar

Sam Hallet presenting the CBAM Q3 Performance Review webinar recording.

Missed Our Webinar?

Watch the Recording and Get the Slides!

Catch up on the CBAM Q3 Performance Webinar! Get the recording and slides for Sam’s detailed analysis of Q3 results, market drivers, and the strategy outlook.

Presentation Slides

Contact Us For More Info

Facebook Twitter Instagram Linkedin
Best Rated

Ascot Wealth Management Limited is authorised and regulated by the Financial Conduct Authority reference 551744. Our registered office: Scotch Corner, London Road, Sunningdale, Ascot, Berkshire, SL5 0ER. Registered in England No. 7428363. www.ascotwm.com Unless otherwise stated, the information in this document was valid on 3rd February 2017. Not all the services and investments described are regulated by the Financial Conduct Authority (FCA). Tax, trust and company administration services are not authorised and regulated by the Financial Conduct Authority. The services described may not be suitable for all and you should seek appropriate advice. This document is not intended as an offer or solicitation for the purpose or sale of any financial instrument by Ascot Wealth Management Limited. The information and opinions expressed herein are considered valid at publication, but are subject to change without notice and their accuracy and completeness cannot be guaranteed. No part of this document may be reproduced in any manner without prior permission. © 2017 Ascot Wealth Management Ltd. Please note: This website uses cookies. To continue to use this website, you are giving consent to cookies being used. 

Categories
Old Webinar

AWM Webinar – Preserving Family Wealth Webinar – August 2025

Professional webinar promotion graphic for Ascot Wealth Management featuring a financial advisor and announcing a session on preserving family wealth, covering strategic gifting, trusts, generational planning, and inheritance tax exemptions.
Ascot Wealth Management hosts a webinar on preserving family wealth, covering gifting strategies, trusts, generational planning, and inheritance tax (IHT) exemptions.

Preserving Family Wealth Webinar
Ascot Wealth Management

Professional webinar promotion graphic for Ascot Wealth Management featuring a financial advisor and announcing a session on preserving family wealth, covering strategic gifting, trusts, generational planning, and inheritance tax exemptions.

Missed Our August Webinar? Catch the Replay!

Thank you to everyone who joined Claire for our August webinar on “Preserving Family Wealth.”

If you weren’t able to attend, we’ve got you covered — you can watch the full recording in your own time. The session is hosted on our private YouTube channel and is available exclusively for you.

We’ve also included the presentation slides for download.

Presentation Slides

Contact Us For More Info

Facebook Twitter Instagram Linkedin
Best Rated

Ascot Wealth Management Limited is authorised and regulated by the Financial Conduct Authority reference 551744. Our registered office: Scotch Corner, London Road, Sunningdale, Ascot, Berkshire, SL5 0ER. Registered in England No. 7428363. www.ascotwm.com Unless otherwise stated, the information in this document was valid on 3rd February 2017. Not all the services and investments described are regulated by the Financial Conduct Authority (FCA). Tax, trust and company administration services are not authorised and regulated by the Financial Conduct Authority. The services described may not be suitable for all and you should seek appropriate advice. This document is not intended as an offer or solicitation for the purpose or sale of any financial instrument by Ascot Wealth Management Limited. The information and opinions expressed herein are considered valid at publication, but are subject to change without notice and their accuracy and completeness cannot be guaranteed. No part of this document may be reproduced in any manner without prior permission. © 2017 Ascot Wealth Management Ltd. Please note: This website uses cookies. To continue to use this website, you are giving consent to cookies being used. 

Categories
Old Webinar

AWM Webinar – Structured Products

On the 24th of October, we are hosting an Ascot Wealth Management webinar on Structured Products

Mark and Sam, will be your hosts for the webinar and they will offer insights that we don’t normally share with clients or the public, so book your seat and bring along any questions you may have.

Join Mark and Sam on the 24th of October for 45 minutes to 1 hour.

Those who register to the event will be sent a link to the webinar a day prior to the event.

Days
Hours
Minutes
Seconds
Register Here

Contact Us For More Info

Categories
Old Webinar

CBAM – Q3 Portfolio Performance & Review

CBAM Webinar 2024
CBAM Webinar 2024

On the 17th of October, we are hosting a webinar with our Discretionary Fund Manager, Cape Berkshire Asset Management (CBAM).

The heads of the investment team, Mark and Sam, will be your hosts for the webinar and they will offer insights that we don’t normally share with clients or the public, so book your seat and bring along any questions you may have.

Join Mark and Sam on the 17th of October for 45 minutes to 1 hour.

What will be covered?

  • 2024 Q3 Macrothemes
  • Portfolio Performance
  • Portfolio Positioning
  • Remainder of 2024 Outlook and Strategy

Those who register to the event will be sent a link to the webinar a day prior to the event.

Days
Hours
Minutes
Seconds
Register Here

Contact Us For More Info

Categories
Old Webinar

AWM Webinar – September Mortgage Market Update

AWM WEBINAR - September Mortgage Market Update

On the 26th of September 2024, Nwabisa Janda, one of our trusted  Advisers, will be hosting a webinar on “Mortgage Market Update“.

 

WHAT WILL BE COVERED:

  • Current Interest Rate

  • Market Residential Mortgages

  • Later life Lending

  • BTLs & Landlords

  • House Prices

Join Nwabisa on the 26th of September for 45 minutes to 1 hour to get a better understanding of how the recent changes to the Mortgage Market may affect your personal financial circumstance.

Please email info@ascotwm.com for any questions.

Days
Hours
Minutes
Seconds
Register Here

Contact Us For More Info

Facebook Twitter Instagram Linkedin
Best Rated

Ascot Wealth Management Limited is authorised and regulated by the Financial Conduct Authority reference 551744. Our registered office: Scotch Corner, London Road, Sunningdale, Ascot, Berkshire, SL5 0ER. Registered in England No. 7428363. www.ascotwm.com Unless otherwise stated, the information in this document was valid on 3rd February 2017. Not all the services and investments described are regulated by the Financial Conduct Authority (FCA). Tax, trust and company administration services are not authorised and regulated by the Financial Conduct Authority. The services described may not be suitable for all and you should seek appropriate advice. This document is not intended as an offer or solicitation for the purpose or sale of any financial instrument by Ascot Wealth Management Limited. The information and opinions expressed herein are considered valid at publication, but are subject to change without notice and their accuracy and completeness cannot be guaranteed. No part of this document may be reproduced in any manner without prior permission. © 2017 Ascot Wealth Management Ltd. Please note: This website uses cookies. To continue to use this website, you are giving consent to cookies being used. 

Categories
All Articles Old Webinar

Ascot Wealth Management Webinar – Post Election Update

AWM Webinar

AWM Webinar – Post Election Update

AWM Webinar

On the 15th of August, Claire Calder, one of our trusted Financial Advisers, will be hosting a webinar

We are excited to extend an invitation to , “Post Election Update” a timely and insightful webinar that will equip you with the requisite knowledge you need to navigate the various challenges to financial planning. Staying informed and prepared is key, and this webinar aims to provide you with valuable insights and data to help you make informed decisions!

 

Join Claire on the 15th of August for 45 minutes to 1 hour.

Please email info@ascotwm.com for any questions.

Days
Hours
Minutes
Seconds
Register Here

Contact Us For More Info

Facebook Twitter Instagram Linkedin
Best Rated

Ascot Wealth Management Limited is authorised and regulated by the Financial Conduct Authority reference 551744. Our registered office: Scotch Corner, London Road, Sunningdale, Ascot, Berkshire, SL5 0ER. Registered in England No. 7428363. www.ascotwm.com Unless otherwise stated, the information in this document was valid on 3rd February 2017. Not all the services and investments described are regulated by the Financial Conduct Authority (FCA). Tax, trust and company administration services are not authorised and regulated by the Financial Conduct Authority. The services described may not be suitable for all and you should seek appropriate advice. This document is not intended as an offer or solicitation for the purpose or sale of any financial instrument by Ascot Wealth Management Limited. The information and opinions expressed herein are considered valid at publication, but are subject to change without notice and their accuracy and completeness cannot be guaranteed. No part of this document may be reproduced in any manner without prior permission. © 2017 Ascot Wealth Management Ltd. Please note: This website uses cookies. To continue to use this website, you are giving consent to cookies being used. 

Categories
All Articles Old Webinar

AWM Webinar – An Introduction To Financial Planning For Retirement

Financial Planning For Retirement 2024

AWM Webinar – An Introduction To Financial Planning For Retirement

Cancelled webinar

On the 20th of June, Catriona McCarron, one of our trusted Financial Advisers, will be hosting a webinar

We are excited to extend an invitation to you for a frequently requested topic, “An Introduction to Financial Planning for Retirement,” a timely and insightful webinar that will equip you with the requisite knowledge you need to navigate the various challenges to financial planning. Staying informed and prepared is key, and this webinar aims to provide you with valuable insights and data to help you make informed decisions!

 

Join Catriona on the 20th of June for 45 minutes to 1 hour to get an  “Introduction To Financial Planning For Retirement” and a  better understanding of how to plan for retirement. 

Please email info@ascotwm.com for any questions.

Days
Hours
Minutes
Seconds
Register Here

Contact Us For More Info

Facebook Twitter Instagram Linkedin
Best Rated

Ascot Wealth Management Limited is authorised and regulated by the Financial Conduct Authority reference 551744. Our registered office: Scotch Corner, London Road, Sunningdale, Ascot, Berkshire, SL5 0ER. Registered in England No. 7428363. www.ascotwm.com Unless otherwise stated, the information in this document was valid on 3rd February 2017. Not all the services and investments described are regulated by the Financial Conduct Authority (FCA). Tax, trust and company administration services are not authorised and regulated by the Financial Conduct Authority. The services described may not be suitable for all and you should seek appropriate advice. This document is not intended as an offer or solicitation for the purpose or sale of any financial instrument by Ascot Wealth Management Limited. The information and opinions expressed herein are considered valid at publication, but are subject to change without notice and their accuracy and completeness cannot be guaranteed. No part of this document may be reproduced in any manner without prior permission. © 2017 Ascot Wealth Management Ltd. Please note: This website uses cookies. To continue to use this website, you are giving consent to cookies being used. 

Categories
All Articles Old Webinar

Upcoming Webinar: The basics & benefits of Annuities

The basics & benefits of Annuities
The basics & benefits of Annuities

On the 17th August, Claire Calder, one of our trusted Financial Advisers, will be hosting a webinar surrounding Annuities. 

Are you looking for a reliable way to secure your financial future and enjoy a steady stream of income during retirement? Annuities could be the answer you’ve been searching for. Join us for an insightful webinar as we delve into “Annuities: The Basics and Benefits.” In this webinar, we will demystify annuities, explore their advantages, and help you understand how they can play a vital role in your overall financial plan.

WHAT WILL BE COVERED:

  • What is an Annuity

  • Lifetime Annuity considerations

  • Fixed Term Annuity considerations

  • How Annuities can fit into your retirement plan

Join Catriona on the 15th of December for 45 minutes to 1 hour to get a better understanding of how the recent fiscal changes may affect your personal financial circumstance.

Please email info@ascotwm.com for any questions.

Days
Hours
Minutes
Seconds
Register Here

Contact Us For More Info

Facebook Twitter Instagram Linkedin
Best Rated

Ascot Wealth Management Limited is authorised and regulated by the Financial Conduct Authority reference 551744. Our registered office: Scotch Corner, London Road, Sunningdale, Ascot, Berkshire, SL5 0ER. Registered in England No. 7428363. www.ascotwm.com Unless otherwise stated, the information in this document was valid on 3rd February 2017. Not all the services and investments described are regulated by the Financial Conduct Authority (FCA). Tax, trust and company administration services are not authorised and regulated by the Financial Conduct Authority. The services described may not be suitable for all and you should seek appropriate advice. This document is not intended as an offer or solicitation for the purpose or sale of any financial instrument by Ascot Wealth Management Limited. The information and opinions expressed herein are considered valid at publication, but are subject to change without notice and their accuracy and completeness cannot be guaranteed. No part of this document may be reproduced in any manner without prior permission. © 2017 Ascot Wealth Management Ltd. Please note: This website uses cookies. To continue to use this website, you are giving consent to cookies being used. 

Categories
All Articles Old Webinar

June Webinar: Pension Legislation Changes

June Webinar: Pension Legislation Changes
June Webinar: Pension Legislation Changes

On the 22nd June, Catriona McCarron, one of our trusted Financial Advisers, will be hosting a webinar on “Pension Legislation Changes”.

The Spring Budget came at a time of significant economic change for the UK one of the biggest topics being the changes made surrounding Pensions! 

Allow Cat to explain what these mean and what the future could hold as a result that may have an effect on individuals’ financial planning. She hopes to give you a better understanding of what options are available to you to and answer and questions or queries!

 

WHAT WILL BE COVERED:

  • A review of lifetime allowance changes since April 6th and considerations on what the future could hold ·     

  • Increases to the pension annual allowance for employer and employee savings ·       

  • Merits of pension planning in a world of lower capital gains and dividend allowances

  • In depth Q& A Session

Join Catriona on the 22nd June for 45 minutes to 1 hour to get a better understanding of how the recent legislation changes may affect your personal financial planning.

Please email info@ascotwm.com for any questions.

Days
Hours
Minutes
Seconds
Register Here

Contact Us For More Info

Facebook Twitter Instagram Linkedin
Best Rated

Ascot Wealth Management Limited is authorised and regulated by the Financial Conduct Authority reference 551744. Our registered office: Scotch Corner, London Road, Sunningdale, Ascot, Berkshire, SL5 0ER. Registered in England No. 7428363. www.ascotwm.com Unless otherwise stated, the information in this document was valid on 3rd February 2017. Not all the services and investments described are regulated by the Financial Conduct Authority (FCA). Tax, trust and company administration services are not authorised and regulated by the Financial Conduct Authority. The services described may not be suitable for all and you should seek appropriate advice. This document is not intended as an offer or solicitation for the purpose or sale of any financial instrument by Ascot Wealth Management Limited. The information and opinions expressed herein are considered valid at publication, but are subject to change without notice and their accuracy and completeness cannot be guaranteed. No part of this document may be reproduced in any manner without prior permission. © 2017 Ascot Wealth Management Ltd. Please note: This website uses cookies. To continue to use this website, you are giving consent to cookies being used. 

Categories
All Articles Old Webinar

Webinar: Capital Gains

Webinar: Capital Gains
Webinar: Capital Gains

 

On the 18th May, Global Wealth Manager Greg Armstrong, , will be hosting a webinar on “Capital Gains”. 

Webinars are a fantastic way to gain knowledge and insights from industry experts, without having to leave your home or office!

Whether you’re new to investing or you’re a seasoned pro, there’s always more to learn about how to make the most of your investments. By attending our webinar on capital gains, you can gain valuable knowledge and insights that will help you achieve your financial goals.

 

 

WHAT WILL BE COVERED:

  • What is capital gains

  • How is capital gain Tax calculated.

  • How to avoid capital gains tax

  • How to use capital gains to your advantage

  • How do the capital gains tax changes affect you?

Join Greg on the 18th of May for 45 minutes to 1 hour to get a better understanding of  capital gains.

Please email info@ascotwm.com for any questions.

Days
Hours
Minutes
Seconds
Register Here

Contact Us For More Info

Facebook Twitter Instagram Linkedin
Best Rated

Ascot Wealth Management Limited is authorised and regulated by the Financial Conduct Authority reference 551744. Our registered office: Scotch Corner, London Road, Sunningdale, Ascot, Berkshire, SL5 0ER. Registered in England No. 7428363. www.ascotwm.com Unless otherwise stated, the information in this document was valid on 3rd February 2017. Not all the services and investments described are regulated by the Financial Conduct Authority (FCA). Tax, trust and company administration services are not authorised and regulated by the Financial Conduct Authority. The services described may not be suitable for all and you should seek appropriate advice. This document is not intended as an offer or solicitation for the purpose or sale of any financial instrument by Ascot Wealth Management Limited. The information and opinions expressed herein are considered valid at publication, but are subject to change without notice and their accuracy and completeness cannot be guaranteed. No part of this document may be reproduced in any manner without prior permission. © 2017 Ascot Wealth Management Ltd. Please note: This website uses cookies. To continue to use this website, you are giving consent to cookies being used.