by Mollie Wilcox | Jul 6, 2026 | Events, Uncategorized
Unlocking Client Value with WAY Trustees and Rathbones – Ewloe Coming September 2026 As client conversations become increasingly complex, advisers are being asked to provide clarity across estate planning, trust suitability, investment strategy and evolving regulatory...
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 9, 2025 | Uncategorized
The Power of Influence: Unlock Growth Through Generations, Motivation & Referrals WAY Trustees are heading to Birmingham! We’re really looking forward to attending The Financial Planning Club’s upcoming event — “The Power of Influence: Unlock Growth Through...
by Mollie Wilcox | Nov 3, 2025 | Uncategorized
📣 Join us at the STEP UK Tax, Trusts and Estates Conference 📅 28th November 2025 📍 Convene 133 Houndsditch Who can attend? Trust and Estate Practitioners, this event covers everything trust and estate practitioners need to know from developments in wills and probate...
by Mollie Wilcox | Jul 2, 2025 | Uncategorized
Are your IHT planning strategies as sharp as they should be? This session explores the knowledge gap many Advisers face around Inheritance Tax and Trust Planning. With upcoming legislative changes, it’s essential to future-proof your approach. You’ll gain a...
