Upcoming Events
Unlocking Client Value – Estate Planning & Investment Inisghts – Knutsford
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 be exploring...
Watch Again
TFPC X WAY Trustees Limited – Webinar – Smart Estate Planning: Multi Trust Strategies for Effective IHT Mitigation
Join WAY Trustees Limited and The Financial Planning Club for our first collaborative webinar of 2026! What you will learn:- Understand how multi‑trust strategies can be used to mitigate IHT effectively.- Learn how settlement order affects Periodic and Exit...
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 they...
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 30...
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