Join us for our last online event of 2024
Upcoming Webinar – IHT Planning in a Post-Budget Landscape.
Date: Friday 6 December 2024
Time: 10am
Aimed at: Financial Advisers
- Mitigate IHT through Lifetime Trust Planning
- Retain Assets under advice across generations
- Real-life case study on effective IHT strategies
Reflecting on WAY’s 2024
Our journey this year has been filled with opportunities to share our knowledge and expertise. We’ve collaborated with esteemed partners and hosted numerous events to help you guide your clients through the complexities of Estate Planning, achieve your clients’ long-term financial aspirations and secure their future and that of their loved ones. Here, we recap our successful Masterclasses and Events throughout 2024 and offer a glimpse of what lies ahead…
WAY’s Events and Masterclasses:
- The Great Wealth Transfer – Are you prepared?
- Our 5 essential insights to a Successful Family Wealth Preservation
- The 3 Pillars to Estate Planning
- 7 events all over the country from Devon to Lancashire
- WAY Flexible Trust Masterclass – Enhance your understanding of WAY Inheritor Trusts
Our Fantastic Collaborators:
Philip Pamment – Estate Planner and Owner of Philip Anthony Associates
Mark Lister – Solicitor and Director of Lister Langley Limited
Stephen Oliver – Director of The Will Company
Matthew Field – Investment Manager at Rathbones
Martin P Holdsworth – Founder & CEO of IDR Law
Regional Events:
Professional Adviser 360 Conference – London
Best Foundation Inspiration & Innovation Conference 2.0
Vision Annual Conference 2024
Dorset Chamber Business Expo 2024
air – National Later Life Adviser Conference
Professional Adviser360 Conference- North
STEP UK Tax, Trusts and Estates Conference – London
Collaborative Events:
Kinherit Estate Planning Events – Continuing Professional Development
Kinherit Breakfast & Lunch CPD sessions with Benjamin Mason – Kinherit Tom Mullard – TIME Investments and Jacqueline Berry – MCC- My Care Consultant.
The Finance Hub – Preserve and Protect your family wealth with Gillian Palmer, Martyn Bates – Alexander Bates Campbell – Financial Planning Ltd, and Adam Saunders – Sutton Winson – Acrisure
The Finance Hub – Preserve and Protect your family wealth – Follow Up Event with Gillian Palmer, Martyn Bates – Alexander Bates Campbell – Financial Planning Ltd, and Adam Saunders – Sutton Winson – Acrisure
Thank you!
WAY Trustees Limited has thoroughly enjoyed another fantastic year filled with exciting events.
We’ve had the pleasure of hosting several valuable sessions where we shared our knowledge and expertise with a range of Professional Advisers and Private Clients, welcoming many new faces alongside long-standing supporters.
Throughout the year, we’ve had insightful and engaging conversations, forming strong new relationships and friendships along the way.
We truly appreciate everyone who has connected with us and invite you to join us in our ventures in 2025. For more information, please follow the link below.