Unlocking Client Value - Estate Planning, Probate essentials and Investment

In this session:

Mark Wintle – WAY’s Business Development Manager (South), Clare Parfrey - Probate Specialist at Laurelo, and Tom Rich - Senior Investment Director at Rathbones, will share practical insights to help Professional Advisers navigate the evolving planning landscape, bringing together expert guidance on mitigating Inheritance Tax, managing probate complexities, and delivering clear investment insight in the current economic climate to enhance client outcomes.

Session Objectives:

Estate & Trust Planning

• Understand the framework behind effective estate planning
• How to integrate Consumer Duty into IHT and trust planning
• How to assess and apply different trust structures
• How to optimise tax efficiency through trust‑based strategies
  

The Probate Process

• What is Probate
• Executors’ core responsibilities
• The essential steps families must follow after a death
• Common misconceptions and associated risks
• How professional support makes probate simpler, faster and less stressful
  

Investment Insight in the Current Climate

• Key trends shaping 2026
• Driving innovation and portfolio performance through Technology and AI
• Opportunities in a changing landscape
• Strategies for managing volatility

Your speakers:

Mark Wintle

Business Development Manager (South) at WAY Trustees Limited
Mark has worked in financial services since 1993 and joined WAY in 2017. He provides technical support to professional Advisers and clients on inheritance tax planning and the strategic use of trusts.
Mark has a wealth of knowledge having held roles in technical, training, advising and compliance is a STEP member.

Clare Parfrey

Probate Specialist at Laurelo
Clare has worked in estate planning and probate for 19 years, supporting individuals and families through the estate administration process. With extensive experience in probate matters, she provides clear, practical guidance to help clients navigate what can often be a complex and emotional time.
Clare is committed to delivering a professional, efficient and compassionate service, ensuring estates are administered smoothly and that families feel supported throughout the process.
Tom Rich
Senior Investment Director at Rathbones
Tom Rich is a Senior Investment Director with over 23 years’ experience in discretionary portfolio management for clients of Independent Financial Advisers.
He specialises in building cost‑efficient, diversified multi‑asset portfolios and works closely with advisers to align investments with clients’ goals and risk profiles. Tom is committed to delivering clarity, consistency, and a robust, repeatable investment process endorsed by Rathbones.

Timings

Registration, Hot drinks & Breakfast rolls: 9:30am-10:00am
WAY Trustees Limited: 10:00am
Laurelo: 10:45am
Refreshment break: 11:30am
Rathbones: 11:45am
Close: 12:30pm

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Host or Publisher WAY Trustees Limited