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 are reshaping estate planning advice and what Consumer Duty means for your approach going forward.

In this session, you’ll learn how to:
✅ Align deathtime and lifetime planning effectively
✅ Turn Budget changes into new planning opportunities
✅ Use Consumer Duty (Principle 12) to deliver stronger client outcomes

With IHT rules evolving and regulatory expectations tightening, this webinar will help you stay ahead, stay compliant and continue delivering advice that truly adds value.

Watch again here.