Question 1

I don't use Zoom do you use Teams?

Accepted Answer

No you can access the event by signing into the Eventbrite account that is created when you book. You don't need to download any software to do this and all delegates must be using the same hosting software.

Question 2

Can my partner attend the webinar?

Accepted Answer

Yes, they can however you'll only be able to sign into one session at a time (you'll need to use the same device to attend the webinar).

Question 3

Can you give me advice on my pension / investments / mortgage?

Accepted Answer

We can arrange a review session with an adviser to become a client or you can pay for a one off advice session with an adviser but we can't give you personal advice and recommendations in webinar the session (although we will spend some time answering general questions after the event).

Inheritance Tax Planning