Financial Planning

Access our financial planning content on a number of financial planning topics.

All content
Webinars
Three people seated in a studio with dark blue décor, facing the camera during a filmed panel discussion.

55 mins

1 October 2026

Autumn Budget 2026: Preparing for change

A recorded webinar with insight into the changes that could shape your financial plans – from confirmed tax rises to the speculation dominating the headlines.

Autumn Budget 2026: Preparing for change
Broadcast camera focused on a presenter in a modern studio. The camera screen shows the presenter standing behind a desk, while the studio backdrop and lighting are visible in soft focus.

45 mins

29 September 2026

Investment Insights webinar - Q3 2026

Watch our webinar on playback and explore the themes shaping markets and the economy and what they mean for investors.

Investment Insights webinar - Q3 2026
Three men speaking on a panel for a webinar

53 mins

17 September 2026

From vesting to investing: Making the most of your equity compensation

How to make the most of your equity compensation — from the tax implications of vesting day, to managing concentrated stock risk, and connecting your shares to the financial future you want to build.

From vesting to investing: Making the most of your equity compensation
Articles
Woman looking at tablet with colleague

6 minutes

16 October 2026

Your next move shouldn’t depend on a Budget prediction

When you run your own business, your personal plans usually rise and fall with it. A Budget can change the detail. But knowing what you need from the business helps you understand whether your plans still add up and what, if anything, needs adjusting to keep them on track.

Your next move shouldn’t depend on a Budget prediction
Older woman at yoga class

5 minutes

7 October 2026

The triple lock could change from 2030 - how to plan your retirement

Under government plans, the state pension would no longer rise in line with wages from April 2030. The effect would build over time and depends on how far you are from retirement, so now is a good moment to review your plans.

The triple lock could change from 2030 - how to plan your retirement
Woman reading on beach holiday

6 minutes

5 October 2026

Currency exposure and your wealth: why it matters

Many UK investors carry more currency exposure than they realise. Learn how currency risk affects returns, purchasing power, and long-term wealth – and how to manage it.

Currency exposure and your wealth: why it matters
Podcasts

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I’ve read Rathbones’ Privacy Policy, which explains how my personal information is used, and understand that I can always unsubscribe at any time.