Estate Planning, Investment Insight and AI Driven Efficiency

Unlocking Client Value - Estate Planning, Investment Insight and AI Driven Efficiency

Discover how to deepen client relationships, grow AUM and run a more efficient business.

📆 Wednesday 25th February 2026

⌚ 09:00am - 12:30pm

📍 Leonardo Hotel, Milton Keynes

🥙 Complimentary Breakfast on us!

In this session:

Mark Wintle, Business Development Manager at WAY Trustees Limited, will share practical Estate Planning strategies to help Professional Advisers navigate evolving regulations and deliver better client outcomes. Matt Fry, Investment Director at Rathbones, will provide expert analysis on current market trends and data. Finally, David Langley CEO & Founder of Opticks, will explore sustainable scaling and AI-powered tools that drive business growth.

Session objectives:

• Navigate post-Budget changes with confidence
• Understand The Framework Behind Good Estate Planning
• Integrate Consumer Duty into your IHT and Trust Planning
• Gain expert analysis on current market data to identify risks, opportunities, and guide informed decisions.
• Discover practical ways to grow sustainably and leverage AI-powered tools

This in-person session is perfect for industry professionals wanting to stay informed, proactive and confident in delivering compliant, forward-thinking advice.

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 is a Level 4 qualified professional and STEP member, Mark has held roles in technical, training, advising and compliance.

Matt Fry

Investment Director at Rathbones

Matthew joined Rathbones in January 2024 having previously worked at Brooks Macdonald for 6 and a half years. Prior to this, he was a professional footballer, representing clubs from the Premier league down to lower leagues of English football.

Matthew holds the CISI Chartered Wealth Manager Qualification and the CISI Investment Advice Diploma. He also holds accounting qualifications with the AAT.

David Langley

CEO & Founder at Opticks

David is the founder at Opticks an Operations Agency that helps companies with their systems, processes and procedures to help them scale and make more revenue sustainably. Most businesses don’t need more, they need to use what they already have better.

David has spent his career as a Project Manager, Ops Manager and COO, and is proving why operations might not be the most exciting of subjects, but it’s the powerhouse behind every thriving business.

Timings

09:00-09:30am: Registration hot drinks and breakfast rolls

09:30-10:15am: Mark Wintle

10:15-11:00am: Matt Fry

11:00-11:15pm: Break

11:15-12:00pm: David Langley

12:00-12:30pm: Q&A / Networking

Limited Spaces - Secure your place today!