What does good Estate Planning look like post-Budget - Winchester

What does good Estate Planning look like post-Budget & how Consumer Duty is shaping advice

When: Wednesday 11th February 2026

09:30 - 12:30pm

Where: The Winchester Royal Hotel

🥙 Complimentary Breakfast on us!

Stay ahead of the curve with WAY Trustees Limited and Rathbones with an insightful session exploring what good estate planning looks like in a post-Budget world and how Consumer Duty is shaping advice.

In this session:
Mark Wintle – WAY’s Business Development Manager and Richard Robson - Investment Director at Rathbones, will share practical insights to help Professional Advisers navigate the evolving planning landscape and deliver better outcomes for clients.

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

• Incorporate Budget Changes into your Planning
• Understand The Framework Behind Good Estate Planning
• Integrate Consumer Duty Principles into your IHT & Trust Planning Process
• Assess & Apply multiple Trust frameworks
• Optimise tax efficiency through effective Trust based planning strategies

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

Richard Robson

Investment Director at Rathbones & Chartered Fellow of the Institute for Securities & Investment

Richard manages portfolios for private clients, trusts, charities and companies. He began his career in management consultancy before moving into wealth management with senior roles at Killik & Co, Duncan Lawrie, and Smith & Williamson. Richard is a University of Bristol graduate with first-class honours and is also a Chartered Wealth Manager.

Limited Spaces - Secure you place today!

Timings

Registration will commence at 9:30am with hot drinks and breakfast rolls served on arrival, presentations will begin at 10:00 running until 12:30pm.

Parking

There is council owed carpark which is just across the road from the hotel and is chargeable between 7am and 6pm as per below.