About this Event
Unlocking Client Value -
Estate Planning & Investment Insights
from WAY Trustees Limited & Rathbones
🥙 Complimentary Lunch
🎓 CPD Qualifying
In this session:
In an increasingly complex planning landscape, Professional Advisers are under greater pressure than ever to deliver meaningful value to their clients.
Join WAY Trustees Limited and Rathbones for an insightful CPD-qualifying session exploring how estate planning and investment strategies can work together to support better client outcomes.
Whether you're advising individuals, families or business owners, this event will provide practical insights that can help inform your conversations and planning strategies.
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.
Neil Turner - Office Head - Liverpool at Rathbones
Neil was appointed to Office Head of the Liverpool Office in January this year. He has over 25 years of experience, having started his career as a Trainee Stockbrocker in 1999.
Alongside his role as Office Head, Neil manages invesments for private individuals, charities and pension funds - and works closely with other professional intermediaries to ensure that clients recieve the most suitable outcomes from their investments.
Final WAY Events of 2026
This is one of the two final WAY Trustees and Rathbones Collaborative events if 2026.
Don't miss this opportunity to gain valuable estate planning and investment insights, earn CPD and network with fellow professionals.
Limited Spaces - Places are complimentary but limited, and advance booking is essential.
✅ Free Attendance
✅ CPD Qualifying
✅ Complimentary Lunch
✅ Networking Opportunities
Where:
Rathbones
Liverpool,
L3 1NW
When:
Thursday 15th October 2026, 1:00pm-3:00pm
Event venue & nearby stays
Rathbones, Brunswick Street, Liverpool, United Kingdom
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