Upcoming Events
Citygate Financial Planning: Why Most Owner-Managers Fail to Create Effective Management Teams?
Are you a business owner thinking about your future? Have you ever wondered what it really takes to plan a successful business exit - whether that’s soon or years down the line? Join us on 29th January 2026 (2pm–6pm) for an exclusive free event designed to help...
Start the Day with WAY – Webinar 1: The Elephant in the Room
Start the Day with WAY – Mini Webinar Series Join WAY Trustees Limited for an exclusive 6-week series of bite-sized webinars designed to help you navigate Inheritance Tax (IHT) and Trust planning with confidence. These sessions are perfect for Professional Advisers...
Start The Day with WAY – Webinar 2: Why you should consider Flexible Reversionary Trusts
Start the Day with WAY – Mini Webinar Series Join WAY Trustees Limited for an exclusive 6-week series of bite-sized webinars designed to help you navigate Inheritance Tax (IHT) and Trust planning with confidence. These sessions are perfect for...
Watch Again
Watch Again – What does good Estate Planning look like now and how is Consumer Duty shaping Advice
📣 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 changes and how...
The Financial Planning Club Podcast – The Process Behind Powerful Planning
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 over...
Webinar: Mind the Gap – Are You Missing Key IHT Opportunities?
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....
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