Please join one of our upcoming webinars or watch one of our previous recordings. 

Shackleton Webinars

The next in our client webinar series is being held in the run up to the much-anticipated Spring Statement, with Rachel Reeves delivering the next round of strident (and bold some are expecting) budgetary reforms.

Already in place and coming into force are several pieces of legislation which will have a direct effect on your financial planning considerations and Mark Chandler and Andy Connally, two of our expert financial advisers, will be covering the following key areas: 

•   Upcoming legislation changes

•   Impact on financial planning 

•   Impact on Inheritance Tax

•   Look ahead to the Spring Statement

•   Retirement Planning

•   Cashflow modelling


Tax Year End – important implications for your financial planning

**2025 Investment Outlook and introduction to Shackleton Investment Team and Investment Portfolio Options**

We are kickstarting our 2025 Investment Webinar Series with a look ahead into what 2025 may hold for investors and welcoming the Shackleton investment team and our new group investment options.

Key areas we will be covering include: 

\- The Geopolitical Landscape, including our thoughts on Starmer and Trump’s policies 

\- 2025 Investment Outlook 

\- Introduction to the Shackleton Esprit Investment Fund options

\- A look ahead to the all-important Spring Statement and tax year end

Michael Cope will be hosting this key webinar alongside Charlie Lloyd and Wayne Nutland from the Shackleton Investment team and Henry Geale from the Ellis Bates Investment Team.


Tax Year End – important implications for your financial planning

Investment Update Webinar