by Mollie Wilcox | Jul 6, 2026 | Events
Unlocking Client Value with WAY Trustees and Rathbones – Liverpool A CPD-Qualifying Lunch Seminar from WAY Trustees Limited & Rathbones Thursday 15 October 2026 | 1:00pm – 3:00pmRathbones Liverpool Office, Liverpool, L3 1NW Join WAY Trustees Limited and...
by Mollie Wilcox | Jul 6, 2026 | Events
Unlocking Client Value with WAY Trustees and Rathbones – Ewloe A CPD-Qualifying Breakfast Seminar from WAY Trustees Limited & Rathbones Thursday 15 October 2026 | 9:30am – 11:30amVillage Hotel St Davids, Ewloe Join WAY Trustees Limited and Rathbones for an...
by Mollie Wilcox | Jul 6, 2026 | Events
WAY Trustees Limited is proud to be sponsoring the AJBN London Conference on the 19th October 2026. Bringing together business leaders, entrepreneurs and professionals from across a range of industries, the event offers a valuable opportunity to connect, share...
by Mollie Wilcox | Jul 5, 2026 | Events
WAY Flexible Trust Masterclass – Enhance Your Understanding of WAY Inheritor Trusts The session will cover a range of topics, including: Trust Structure Taxation – Implications for Trusts, Settlors, and Beneficiaries Utilising loan facilities to...
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...
