by Mollie Wilcox | Nov 10, 2025 | Watch again
đź“Ł 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...
by Mollie Wilcox | Oct 9, 2025 | Watch again
The Financial Planning Club Podcast – The Process Behind Powerful Planning In this episode of The Financial Planning Club Podcast, Lewis is joined by Mark Wintle, Business Development Manager at WAY Trustees, award-winning estate planner, and former IFA with...
by Mollie Wilcox | Jul 16, 2025 | Watch again
Webinar: Mind the Gap – Are You Missing Key IHT Opportunities? What You’ll Learn: • Apply IHT legislation more efficiently in client planning. • Navigate proposed changes to Pension and Business Relief laws. • Use multiple trusts to create robust estate plans....
by Mollie Wilcox | Jul 2, 2025 | Watch again
The Financial Planning Podcast, host Lewis Byford is joined by Liz Beavis, Managing Director and Financial Planner at Financial Management Bureau. Since joining the business in 1999, Liz has climbed the ranks to MD while qualifying as a financial adviser,...
by Mollie Wilcox | Mar 4, 2025 | Watch again
The Financial Planning Club Podcast AI is changing the way we work in financial services—but it’s not a replacement for human connection. On the latest episode of The Financial Planning Podcast, I spoke with Nathan Blackmore, CEO at WAY Trustees Limited, about...
by Mollie Wilcox | Dec 6, 2024 | Spring Budget 2023, Watch again
IHT Planning In a Post Budget Landscape – What Now for Pensions? When: Friday 14th February 2025, 10am Watch The Financial Planning Club and WAY trustees Limited discuss “Inheritance Tax Planning in a Post-Budget Landscape – What Now for Pensions?”...
