📣 Post-Budget Webinar 2025: What does good Estate Planning look like now and how is Consumer Duty shaping Advice
Join The Financial Planning Club‘s Lee Old and WAY Trustees Limited‘s Mark Wintle – Inheritance Tax Specialist for an insightful session, as we unpack how the upcoming Budget changes are reshaping estate planning advice and what Consumer Duty means for your approach going forward.
📅 Thursday 11th December
🕒 10:00am
💻 Zoom
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.
🎟️ Reserve your place today by clicking here.