by Mollie Wilcox | Nov 12, 2025 | Watch again
Join WAY Trustees Limited and The Financial Planning Club for our first collaborative webinar of 2026! What you will learn:- Understand how multi‑trust strategies can be used to mitigate IHT effectively.- Learn how settlement order affects Periodic and Exit...
by Mollie Wilcox | Nov 12, 2025 | Events
Join us for an insightful session diving into smart estate planning and investment tips to enhance your client outcomes.In this session: John Humphreys – WAY’s Business Development Manager, Alister Atack – Senior Investment Director at Rathbones and Pat Doig,...
by Mollie Wilcox | Nov 12, 2025 | Events, Uncategorized
In this session: John Humphreys – WAY’s Business Development Manager and Dominic Hughes – Senior Investment Director at Rathbones will be exploring what good estate planning looks like in a post-Budget world, how Consumer Duty is shaping advice and clear...
by Mollie Wilcox | Nov 12, 2025 | Events, Uncategorized
Join us for an insightful session diving into smart estate planning and investment tips to enhance your client outcomes. In this session: John Humphreys – WAY’s Business Development Manager and Dominic Hughes – Senior Investment Director at Rathbones will...
by Mollie Wilcox | Nov 10, 2025 | Watch again
📣 Post-Budget Webinar 2025: What does good Estate Planning look like now and how is Consumer Duty shaping Advice The Financial Planning Club’s Lee Old and WAY Trustees Limited’s Mark Wintle – Inheritance Tax Specialist unpack how the Budget...
