Unlocking Client Value - WAY Trustees x Laurelo x Rathbones - Exeter

In this session:
Mark Wintle – WAY’s Business Development Manager (South), Clare Parfrey - Probate Specialist at Laurelo, and Ross Collinge 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.

By the end of the session, you will be able to…

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

• An overview of Rathbones Investment approach
• Key trends shaping 2026
• Opportunities in a changing landscape

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 held roles in technical, training, advising and compliance and 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.
Ross Collinge
Chartered Investment Director at Rathbones
Ross is a Chartered Investment Manager at Rathbones, based in Exeter. He manages investment portfolios for a wide range of clients including high net worth individuals, charities, pensions, offshore bonds, Trusts and corporate accounts.
A Fellow of the Chartered Institute for Securities & Investment, Ross brings strong technical expertise and a disciplined, consistent approach to portfolio management, ensuring alignment with each client’s objectives and attitude to risk.
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