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 what good estate planning looks like in a post-Budget world, how Consumer Duty is shaping advice and clear investment insights in the current economic climate to enhance client outcomes.
Learning Objectives:
- Incorporating Budget Changes into your Planning
- Understanding The Framework Behind Good Estate Planning
- Integrating Consumer Duty Principles into your IHT & Trust Planning Process
- Assessing & Applying multiple Trust frameworks
- Optimising tax efficiency through effective Trust based planning strategies
- An overview of Rathbones Investment approach and current market outlook
- How portfolios can be tailored to specific client needs and requirements
- Use of alternative assets within Bespoke Portfolios to enhance performance
Your speakers:
John Humphreys
Business Development Manager (North) at WAY Trustees Limited
John has over 35 years experience in financial services, working with professional advisers, specialising in family wealth preservation.
John helps Advisers overcome the ‘gifting dilemma’ by using WAY’s range of Flexible Reversionary Trusts, resulting in intergenerational tax planning, long term client relationships, and the retention of assets under advice and management.
Dominic Hughes
Senior Investment Director at Rathbones
Dominic has spent his career in the North West, managing investments for high‑net‑worth individuals, charities, trusts, and corporate clients. With over 25 years’ experience, he has built strong relationships with professional intermediaries and key advisers, enabling him to work in partnership to deliver efficient, effective investment solutions.
Based in Manchester, Dominic oversees portfolio management while ensuring clients receive a consistently high standard of service and support. He works with clients across all stages of life, from early saving and career growth through to retirement and intergenerational planning.
Timings
Registration / Breakfast: 9:30am
WAY: 10:00am
Rathbones: 10:45am
Close: 11:30am
Limited Spaces – Book your place here