{"id":59003,"date":"2026-08-24T15:23:45","date_gmt":"2026-08-24T15:23:45","guid":{"rendered":"https:\/\/www.rbcwealthmanagement.com\/en-uk\/?p=59003"},"modified":"2026-08-24T16:06:11","modified_gmt":"2026-08-24T16:06:11","slug":"webinar-planning-for-your-third-quarter","status":"publish","type":"post","link":"https:\/\/www.rbcwealthmanagement.com\/en-uk\/insights\/webinar-planning-for-your-third-quarter","title":{"rendered":"Webinar: Planning for your third quarter \u2013 could these be your best years yet?"},"content":{"rendered":"\n<section class=\"wp-block-rbcwm-rbc-block rbc-block\"><div class=\"container\"><div class=\"row \"><div class=\"col-lg-12\">\n<p class=\"wp-block-paragraph\">85% of people in our survey say they have a financial plan. Only 37%<sup>1<\/sup> describe it as a clear one. That gap isn&#8217;t a failure, it&#8217;s an opportunity. And this session is a good place to close it. Join our wealth managers, Michelle Holgate and Alan Rodgers, to find out what a truly clear plan looks like \u2013 and what it could mean for the years ahead.<\/p>\n\n\n\n<figure class=\"wp-block-rbcwm-table\"><table><tbody><tr><td><img decoding=\"async\" style=\"width: 50px\" src=\"https:\/\/www.brewin.co.uk\/wp-content\/uploads\/sites\/10\/2023\/10\/Date.jpg\" alt=\"\"><\/td><td class=\"has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left\" data-align=\"left\"><strong>Date: Thursday, 1 October 2026<\/strong><\/td><\/tr><tr><td><img decoding=\"async\" style=\"width: 50px\" src=\"https:\/\/www.brewin.co.uk\/wp-content\/uploads\/sites\/10\/2023\/10\/Time.jpg\" alt=\"\"><\/td><td class=\"has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left\" data-align=\"left\"><strong>Time: 12pm to 12:30pm<\/strong> <\/td><\/tr><tr><td><\/td><td class=\"has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left has-text-align-left\" data-align=\"left\"><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">We\u2019re living longer than any generation before us, which changes the maths and the meaning of everything we prepare for. &nbsp;The third quarter of life \u2013 where freedom, purpose and the people you love take centre stage \u2013&nbsp; deserves a wealth strategy with the flexibility to match it.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Getting the most from those years starts with a plan that is as clear as your ambitions. In this session, we\u2019ll cover many questions including:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>How do I create a tax-efficient income that supports the life I want in retirement?<\/li>\n\n\n\n<li>What do the new pension and inheritance tax changes mean for my estate?<\/li>\n\n\n\n<li>How do I plan for later-life costs while staying in control of my finances?<\/li>\n\n\n\n<li>How can I make sure my wealth reaches the people and causes that matter most to me?<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Join us and gain clarity on the strategies that could make a real difference to your financial future.<\/p>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<a class=\"wp-block-button is-style-secondary rbc-button rbc-button-secondary\" href=\"#h-register-now\">Save your place today<\/a>\n<\/div>\n\n\n\n<div style=\"height:32px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 id=\"h-can-t-attend\" class=\"wp-block-heading\">Can\u2019t attend?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">No problem. If you register, we&#8217;ll send you the recording afterwards.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Hosts: <\/strong><\/p>\n\n\n\n<div class=\"wp-block-rbcwm-columns container\"><div class=\"row blockId-a407e33a-1fa5-4bb8-9ccd-0268be89ea97\">\n<div class=\"wp-block-rbcwm-column col-lg-4\">\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"256\" height=\"256\" src=\"https:\/\/www.rbcwealthmanagement.com\/en-uk\/wp-content\/uploads\/sites\/23\/2023\/10\/Michelle-Holgate-256x256-1.png?w=256\" alt=\"Michelle Holgate\" class=\"wp-image-39094\" style=\"width:232px;height:auto\" srcset=\"https:\/\/www.rbcwealthmanagement.com\/en-uk\/wp-content\/uploads\/sites\/23\/2023\/10\/Michelle-Holgate-256x256-1.png 256w, https:\/\/www.rbcwealthmanagement.com\/en-uk\/wp-content\/uploads\/sites\/23\/2023\/10\/Michelle-Holgate-256x256-1.png?resize=150,150 150w\" sizes=\"auto, (max-width: 256px) 100vw, 256px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Michelle Holgate<\/strong><br>Director, Wealth Manager<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-rbcwm-column col-lg-4\">\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"256\" height=\"256\" src=\"https:\/\/www.rbcwealthmanagement.com\/en-uk\/wp-content\/uploads\/sites\/23\/2023\/10\/256x256_Alan.png?w=256\" alt=\"Alan Rodgers, Wealth Manager, RBC Brewin Dolphin\" class=\"wp-image-44124\" style=\"width:232px\" srcset=\"https:\/\/www.rbcwealthmanagement.com\/en-uk\/wp-content\/uploads\/sites\/23\/2023\/10\/256x256_Alan.png 256w, https:\/\/www.rbcwealthmanagement.com\/en-uk\/wp-content\/uploads\/sites\/23\/2023\/10\/256x256_Alan.png?resize=150,150 150w\" sizes=\"auto, (max-width: 256px) 100vw, 256px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Alan Rodgers <\/strong><br>Director, Wealth Manager<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-rbcwm-column col-lg-4\"><\/div>\n<\/div><\/div>\n\n\n\n<div style=\"height:55px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">Michelle and Alan are both wealth managers, advising private individuals and families on estate planning, pensions and income drawdown. Working closely with clients and their professional advisers, they build integrated, tax-efficient wealth transfer strategies. Their goal is to help clients move from accumulation to living well \u2013 with confidence that their wealth could last as long as they do and leave a lasting legacy.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><sup>1<\/sup> YouGov on behalf of RBC Wealth Management, May 2026. Online survey of 5,672 UK adults aged 45\u201375 with \u00a32,000 or more in investable assets, including 226 respondents with over \u00a31 million in investable assets.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>The value of investments, and any income from them, can fall and you may get back less than you invested. This does not constitute tax or legal advice. Tax treatment depends on the individual circumstances of each client and may be subject to change in the future. You should always check the tax implications with an accountant or a tax specialist.<\/strong><\/p>\n\n\n\n<h2 class=\"wp-block-heading has-text-align-left\" id=\"h-register-now\">Register now<\/h2>\n\n\n\n\t\t\t<div id=\"marketoform\" class=\"anchor\" style=\"top: -100px;\" tabindex=\"-1\"><\/div>\n\n\t\t\t\t\t\t\t\t<form id=\"mktoForm_5765\"><\/form>\n\t\t\t\t\t<\/div><\/div><\/div><\/section>\n","protected":false},"excerpt":{"rendered":"<p>Join us and gain clarity on the strategies that could make a real difference to your financial future.<\/p>\n","protected":false},"author":15,"featured_media":59115,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"templates\/guide.php","format":"standard","meta":{"_acf_changed":false,"rbcwm_post_date":"","editor_notices":[],"rbc_url_alias":"","rbcbd_featured_desktop_image_position":"","rbcbd_featured_mobile_image_position":"","footnotes":"","jetpack_post_was_ever_published":false},"categories":[195,822],"tags":[],"rbcwm_content_owner":[],"rbcwm_need":[],"rbcwm_segment":[],"rbcwm_solution":[],"rbcwm_topic":[1342],"rbcwm_channel":[99],"rbcwm_format":[788],"class_list":["post-59003","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-wealth-planning","category-webinars","rbcwm_topic-longevity","rbcwm_channel-private-clients","rbcwm_format-webinar"],"acf":{"rbc_ct_service":"","rbc_ct_theme":false,"rbc_ct_topic":false,"rbcwm_subtitle":"Join us and gain clarity on the strategies that could make a real difference to your financial future.","rbcwm_post_author":"","rbcwm_custom_breadcrumb_text":"Events","rbcwm_custom_breadcrumb_link_url":"https:\/\/www.rbcwealthmanagement.com\/en-uk\/charities\/events","rbcwm_disclaimers":{"add_disclosures":"","perspective_disclaimer":"","expandable":"","omit_from_pages":"","disclaimer_footnote":""},"rbcwm_insight_cta_id":"","rbcwm_pagination":{"next_link":"","next_link_text":"Next article","previous_link":"","previous_link_text":"Previous article"},"rbcwm_video_duration":"","article_time":"","rbcwm_enable_toc":false},"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.5 (Yoast SEO v27.9) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Webinar: Planning for your third quarter \u2013 could these be your best years yet? &#8211; RBC Wealth Management United Kingdom<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.rbcwealthmanagement.com\/en-uk\/insights\/webinar-planning-for-your-third-quarter\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Webinar: Planning for your third quarter \u2013 could these be your best years yet?\" \/>\n<meta property=\"og:description\" content=\"Join us and gain clarity on the strategies that could make a real difference to your financial future.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.rbcwealthmanagement.com\/en-uk\/insights\/webinar-planning-for-your-third-quarter\" \/>\n<meta property=\"og:site_name\" content=\"RBC Wealth Management United Kingdom\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/rbcwealthmgmt\/\" \/>\n<meta property=\"article:published_time\" content=\"2026-08-24T15:23:45+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-08-24T16:06:11+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.rbcwealthmanagement.com\/en-uk\/wp-content\/uploads\/sites\/23\/2026\/08\/Reg-page-1920x729-1-e1787240126769.png?w=2000\" \/>\n\t<meta property=\"og:image:width\" content=\"1213\" \/>\n\t<meta property=\"og:image:height\" content=\"729\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"taravandenberg\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@rbcwealth\" \/>\n<meta name=\"twitter:site\" content=\"@rbcwealth\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/www.rbcwealthmanagement.com\\\/en-uk\\\/insights\\\/webinar-planning-for-your-third-quarter#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.rbcwealthmanagement.com\\\/en-uk\\\/insights\\\/webinar-planning-for-your-third-quarter\"},\"author\":{\"name\":\"taravandenberg\",\"@id\":\"https:\\\/\\\/www.rbcwealthmanagement.com\\\/en-uk\\\/#\\\/schema\\\/person\\\/8803578712bd073b70bbc17e6909b59b\"},\"headline\":\"Webinar: Planning for your third quarter \u2013 could these be your best years yet?\",\"datePublished\":\"2026-08-24T15:23:45+00:00\",\"dateModified\":\"2026-08-24T16:06:11+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.rbcwealthmanagement.com\\\/en-uk\\\/insights\\\/webinar-planning-for-your-third-quarter\"},\"wordCount\":422,\"publisher\":{\"@id\":\"https:\\\/\\\/www.rbcwealthmanagement.com\\\/en-uk\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/www.rbcwealthmanagement.com\\\/en-uk\\\/insights\\\/webinar-planning-for-your-third-quarter#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/www.rbcwealthmanagement.com\\\/en-uk\\\/wp-content\\\/uploads\\\/sites\\\/23\\\/2026\\\/08\\\/Reg-page-1920x729-1-e1787240126769.png\",\"articleSection\":[\"Wealth planning\",\"Webinars\"],\"inLanguage\":\"en-GB\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.rbcwealthmanagement.com\\\/en-uk\\\/insights\\\/webinar-planning-for-your-third-quarter\",\"url\":\"https:\\\/\\\/www.rbcwealthmanagement.com\\\/en-uk\\\/insights\\\/webinar-planning-for-your-third-quarter\",\"name\":\"Webinar: Planning for your third quarter \u2013 could these be your best years yet? 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