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Will I have enough money to retire?

We explain how easy planning for the future can be using some of our latest cash flow software. No matter how technology or investment savvy you may be, we are pretty sure this will make planning a lot clearer and simpler to understand for everyone.

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Protection options for your personal investments

We take a look under the bonnet of the investment process - explaining how we research our decisions, measure performance and select and monitor investment funds on an ongoing basis. And, Joe O'Brien outlines what options you have for protecting your investments for family and loved ones, should the worst happen.

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Business Continuation for When the Worst Happens

In this webinar we discuss what cover may be necessary for business continuation, including key person protection and loan protection, pensions, life insurance and benefit schemes for yourself and your employees and how business owners can use their pension funds in their business.

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IR35 Off-Payroll Working

Information to help you understand the changes to the rules relating to the use of contractors in the private sector. The new rules, often referred to as IR35, mean that organisations using contractors will become responsible for determining their worker's employment status and paying tax and NI.

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Don’t miss out on year end tax planning reliefs

How to make the most of your year end tax and investment reliefs. Plus how to create a dependable income and how 2021 could be the start of a new investments era.

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VAT Domestic Reverse Charge

From 1 March 2021, there is a major change to the way VAT is calculated for businesses the building and construction sectors. The change, known as the Domestic Reverse Charge, has a significant effect on VAT timing and cash flow for those operating in these industries.

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2020 Market Review

We review the 2020 Markets and cast an eye forward to 2021. We also discuss Why regular advisor reviews are so important.

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Inheritance Tax Planning (IHT)

This webinar looks at how financial advice should play a key part in your investment decisions when you consider Inheritance Tax (IHT) and succession planning. IHT is definitely no longer a concern just for the 'rich', with an increasing number of estates falling into the range impacted.

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Managing Risk and Maximising Pensions

In this webinar we will discuss how GWA manages risk, the option of ethical investing and the opportunities open to you with modern pension planning.

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Improve your Farm’s Finances

Figured is a great tool to plan your farm’s future and make better informed business decisions concerning budgets and long term planning for livestock, dairy, and arable crop production.

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An introduction to GWA Wealth Management

In this webinar we will provide you with an introduction to GWA Wealth Management, plus a review of the performance of our portfolios and factors that may affect them in the future.

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