

# Event Details

- **Event Name**: Unlocking Client Value - Estate Planning, Probate essentials and Investment
- **Event Start and End Date**: Wed, 13 May, 2026 at 09:30 am – Wed, 13 May, 2026 at 12:30 pm (+01:00)
- **Event Description**: Get the lowdown on estate planning, probate basics, and smart investing for better client outcomes.About this EventIn 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 &amp; Trust PlanningUnderstand the framework behind effective estate planningHow to integrate Consumer Duty into IHT and trust planningHow to assess and apply different trust structuresHow to optimise tax efficiency through trust‑based strategiesThe Probate ProcessWhat is ProbateExecutors’ core responsibilitiesThe essential steps families must follow after a deathCommon misconceptions and associated risksHow professional support makes probate simpler, faster and less stressfulInvestment Insight in the Current ClimateKey trends shaping 2026Driving innovation and portfolio performance through Technology and AIOpportunities in a changing landscapeStrategies for managing volatilityYour speakers:Mark WintleBusiness Development Manager (South) at WAY Trustees LimitedMark 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 ParfreyProbate Specialist at LaureloClare 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 RichSenior Investment Director at RathbonesTom 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.TimingsRegistration, Hot drinks &amp; Breakfast rolls: 9:30am-10:00amWAY Trustees Limited: 10:00amLaurelo: 10:45amRefreshment break: 11:30amRathbones: 11:45amClose: 12:30pmLimited Spaces - Book your place today!
- **Event URL**: https://allevents.in/bournemouth/unlocking-client-value-estate-planning-probate-essentials-and-investment/100001985368259910
- **Event Categories**: business, workshops, nonprofit
- **Interested Audience**: 
  - total_interested_count: 0

## Ticket Details

- **Ticket URL**: https://consumer.pxf.io/c/1339408/3151484/39691?partnerpropertyid=1191892&MediaPartnerPropertyId=1191892&svlink=14105511&level=1&u=https%3A%2F%2Fwww.eventbrite.com%2Fe%2Funlocking-client-value-estate-planning-probate-essentials-and-investment-tickets-1985368259910
- **Ticket Price Range**: min: 0, max: 0, currency: USD

## Event venue details

- **city**: Bournemouth
- **state**: EN
- **country**: United Kingdom
- **location**: AFC Bournemouth
- **lat**: 50.7349168
- **long**: -1.8389106
- **full address**: AFC Bournemouth, vitality Stadium, Bournemouth, United Kingdom

## Event Organizer details

- **affiliate_id**: 10
- **organizer**: WAY Trustees Limited (https://allevents.in/org/way-trustees-limited/21262325)

## Event gallery

- **Alt text**: banner
  - **Image URL**: https://cdn-az.allevents.in/events8/banners/cc400af69c80c7e69da9500d6b6888b1ed90ddda6f45413a0764aaf7562205fc-rimg-w1200-h751-dca6a7a7-gmir.jpg?v=1774130648
- **Alt text**: thumbnail
  - **Image URL**: https://cdn-az.allevents.in/events8/banners/115acd4ed0c9315abfb385374bbe58973c0feed0092ce31665308676eea46aab-rimg-w400-h400-dca5a6a6-gmir.jpg?v=1774130647

## FAQs

- **Q**: When is the event happening?
  - **A:** Wed, 13 May, 2026 at 09:30 am (+01:00)
- **Q**: Where is the event happening?
  - **A:** AFC Bournemouth, vitality Stadium, Bournemouth, United Kingdom
- **Q**: What is the ticket price?
  - **A:** starting from 0 up to 0 USD
- **Q**: Who is organizing the event?
  - **A:** WAY Trustees Limited
- **Q**: What type of event is this?
  - **A:** business, workshops, nonprofit
- **Q**: Where can I find ticket details about Unlocking Client Value - Estate Planning, Probate essentials and Investment ?
  - **A:** You can find ticket details about this event on AllEvents.

## Structured Data (JSON-LD)

```json
[
    {
        "@context": "https://schema.org",
        "@type": "Event",
        "name": "Unlocking Client Value - Estate Planning, Probate essentials and Investment",
        "image": "https://cdn-az.allevents.in/events8/banners/cc400af69c80c7e69da9500d6b6888b1ed90ddda6f45413a0764aaf7562205fc-rimg-w1200-h751-dca6a7a7-gmir.jpg?v=1774130648",
        "startDate": "2026-05-13T09:30:00+01:00",
        "endDate": "2026-05-13T12:30:00+01:00",
        "url": "https://allevents.in/bournemouth/unlocking-client-value-estate-planning-probate-essentials-and-investment/100001985368259910",
        "eventStatus": "https://schema.org/EventScheduled",
        "location": {
            "@type": "Place",
            "name": "AFC Bournemouth",
            "address": {
                "@type": "PostalAddress",
                "streetAddress": "vitality Stadium",
                "postalCode": "BH7 7AF",
                "addressLocality": "Bournemouth",
                "addressRegion": "EN",
                "addressCountry": "GB"
            },
            "geo": {
                "@type": "GeoCoordinates",
                "latitude": "50.7349168",
                "longitude": "-1.8389106"
            }
        },
        "eventAttendanceMode": "https://schema.org/OfflineEventAttendanceMode",
        "description": "Get the lowdown on estate planning, probate basics, and smart investing for better client outcomes.",
        "offers": [
            {
                "@type": "AggregateOffer",
                "availability": "https://schema.org/InStock",
                "priceCurrency": "USD",
                "availabilityStarts": "2026-03-21",
                "availabilityEnds": "2026-05-13T12:30:00+01:00",
                "validFrom": "2026-03-21",
                "lowPrice": "0.00",
                "highPrice": "0.00",
                "price": "0.00",
                "url": "https://allevents.in/bournemouth/unlocking-client-value-estate-planning-probate-essentials-and-investment/100001985368259910"
            },
            {
                "@type": "Offer",
                "availability": "https://schema.org/InStock",
                "priceCurrency": "USD",
                "availabilityStarts": "2026-03-21",
                "availabilityEnds": "",
                "validFrom": "2026-03-21",
                "url": "https://allevents.in/bournemouth/unlocking-client-value-estate-planning-probate-essentials-and-investment/100001985368259910",
                "price": 0,
                "name": "General Admission"
            }
        ],
        "organizer": [
            {
                "@type": "Organization",
                "name": "WAY Trustees Limited",
                "url": "https://allevents.in/org/way-trustees-limited/21262325",
                "description": "WAY Trustees Limited provide a unique range of flexible trust solutions combined with a professional trustee service which helps to control and preserve family wealth with long-term intergenerational tax planning, whilst removing the complexities of administering and managing a trust.   "
            }
        ]
    }
]
```