Unlocking Client Value with WAY Trustees and Rathbones – Liverpool
A CPD-Qualifying Lunch Seminar from WAY Trustees Limited & Rathbones
Thursday 15 October 2026 | 1:00pm – 3:00pm
Rathbones Liverpool Office, Liverpool, L3 1NW
Join WAY Trustees Limited and Rathbones for an engaging CPD-qualifying lunch seminar designed to help professional advisers deliver greater value to their clients through integrated estate planning and investment strategies.
As the planning landscape becomes increasingly complex, this session will explore practical approaches to inheritance tax planning, trusts, Consumer Duty considerations, and investment solutions that support improved client outcomes.
Key Learning Areas
- Incorporating recent budget changes into planning strategies
- Best practice estate planning frameworks
- Integrating Consumer Duty into trust and IHT planning
- Effective use of trust structures to improve tax efficiency
- Rathbones’ investment approach and current market outlook
- Tailoring portfolios to meet individual client needs
- The role of alternative assets within bespoke portfolios
Your Speakers
John Humphreys
Business Development Manager (North), WAY Trustees Limited
Neil Turner
Office Head, Liverpool, Rathbones
What’s Included?
✅ Complimentary Lunch
✅ CPD Qualifying Session
✅ Practical Estate Planning & Investment Insights
✅ Networking Opportunities with Fellow Professionals
This is one of the final two collaborative WAY Trustees and Rathbones events of 2026, offering an excellent opportunity to gain valuable technical insights while networking with fellow professionals.
Places are complimentary but limited, so advance booking is essential.
Venue
Rathbones
Liverpool
L3 1NW
👉 Book your place via Eventbrite: https://www.eventbrite.com/e/1997844948020?aff=oddtdtcreator