by Mollie Wilcox | Nov 12, 2025 | Events
We’re delighted to be sponsoring MMI Leeds again this year and will be there with a dedicated stand, ready to talk all things Inheritance Tax and Trusts. MMI Leeds returns in 2026 as a key forum for clear thinking, practical insight and meaningful discussion for...
by Mollie Wilcox | Nov 12, 2025 | Events
Get the lowdown on estate planning, probate basics, and smart investing for better client outcomes. In this session:Mark Wintle – WAY’s Business Development Manager (South), Clare Parfrey – Probate Specialist at Laurelo, and Tom Rich – Senior Investment...
by Mollie Wilcox | Nov 12, 2025 | Events
Unlocking Client Value – Estate Planning, Probate essentials and Investment Insights – Exeter In this session:Mark Wintle – WAY’s Business Development Manager (South), Clare Parfrey – Probate Specialist at Laurelo, and Ross Collinge Investment...
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...
