find an event that suits you.

Redundancy Workshop: Liebherr Sunderland Works
Friday 21st February 2025, from 2pm @ Wealth of Advice Durham
Retirement Workshop: Your Retirement Checklist
Friday 28th March 2025, from 3pm @ Wealth of Advice Durham
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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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