Unlocking Client Value - Estate Planning & Investment Insights - Harrogate

In this session:
John Humphreys – WAY’s Business Development Manager, Alister Atack - Senior Investment Director at Rathbones and Pat Doig, Office Head 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.

Alister Atack

Senior Investment Director at Rathbones

Alister has 26 years of experience, 25 of which at Investec / Rathbones. Alister leads a team that has focused on serving the financial adviser market for the duration of his career, managing over £600m of assets, with deep experience of managing almost every type of tax wrapper for the full spectrum of different needs and objectives. His teams has a focus on developing long standing collaboration with adviser clients, seeking to maximise net of tax returns in a cost-efficient manner.

Alister is an Economics Graduate from Durham University, a Chartered Wealth Manager and Fellow of the CISI.

Pat Doig

Office Head at Rathbones

Pat has 15 years of experience, all at Investec / Rathbones, and has worked with Alister throughout his career to deliver their shared objectives, primarily focused on dealing with financial advisers.

Pat has a degree in International History and Politics from the University of Leeds, is a Chartered Wealth Manager and Fellow of the CISI.

Timings

Registration / Breakfast: 9:30am
WAY: 10:00am
Rathbones: 10:45am
Close: 11:30am

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Host or Publisher WAY Trustees Limited