# Event Details - **Event Name**: Unlocking Client Value - Estate Planning & Investment Insights - Harrogate - **Event Start and End Date**: Tue, 02 Jun, 2026 at 09:30 am – Tue, 02 Jun, 2026 at 11:30 am (+01:00) - **Event Description**: Join us for an insightful session diving into smart estate planning and investment tips to enhance your client outcomes.About this EventUnlocking Client Value - Estate Planning & Investment Insights.In this session:John Humphreys – WAY’s Business Development Manager, Alister Atack - Senior Investment Director at Rathbones and Pat Doig, Office Head at Rathbones will be exploring what good estate planning looks like in a post-Budget world, how Consumer Duty is shaping advice and clear investment insights in the current economic climate to enhance client outcomes.Learning Objectives:Incorporating Budget Changes into your PlanningUnderstanding The Framework Behind Good Estate PlanningIntegrating Consumer Duty Principles into your IHT & Trust Planning ProcessAssessing & Applying multiple Trust frameworksOptimising tax efficiency through effective Trust based planning strategiesAn overview of Rathbones Investment approach and current market outlookHow portfolios can be tailored to specific client needs and requirementsUse of alternative assets within Bespoke Portfolios to enhance performanceYour speakers:John HumphreysBusiness Development Manager (North) at WAY Trustees LimitedJohn has over 35 years experience in financial services, working with professional advisers, specialising in family wealth preservation.John helps Advisers overcome the 'gifting dilemma' by using WAY's range of Flexible Reversionary Trusts, resulting in intergenerational tax planning, long term client relationships, and the retention of assets under advice and management.Alister AtackSenior Investment Director at RathbonesAlister has 26 years of experience, 25 of which at Investec / Rathbones. Alister leads a team that has focused on serving the financial adviser market for the duration of his career, managing over £600m of assets, with deep experience of managing almost every type of tax wrapper for the full spectrum of different needs and objectives. His teams has a focus on developing long standing collaboration with adviser clients, seeking to maximise net of tax returns in a cost-efficient manner.Alister is an Economics Graduate from Durham University, a Chartered Wealth Manager and Fellow of the CISI.Pat DoigOffice Head at RathbonesPat has 15 years of experience, all at Investec / Rathbones, and has worked with Alister throughout his career to deliver their shared objectives, primarily focused on dealing with financial advisers.Pat has a degree in International History and Politics from the University of Leeds, is a Chartered Wealth Manager and Fellow of the CISI.TimingsRegistration / Breakfast: 9:30amWAY: 10:00amRathbones: 10:45amClose: 11:30amLimited Spaces - Book your spot today! - **Event URL**: https://allevents.in/harrogate/unlocking-client-value-estate-planning-and-investment-insights-harrogate/100001986416952578 - **Event Categories**: business - **Interested Audience**: - total_interested_count: 0 ## Ticket Details - **Ticket Price Range**: min: 0, max: 0, currency: USD ## Event venue details - **city**: Harrogate - **state**: EN - **country**: United Kingdom - **location**: Cedar Court - **lat**: 53.9915664 - **long**: -1.5296715 - **full address**: Cedar Court, Park Parade, Harrogate, United Kingdom ## Event gallery - **Alt text**: Unlocking Client Value - Estate Planning & Investment Insights - Harrogate - **Image URL**: https://cdn-az.allevents.in/events6/banners/6f2399c8da744090d6eabe58733415ba0a2f44fd07046e4d9bacef4bc2c177df-rimg-w1200-h751-dc92918e-gmir.jpg?v=1775734295 ## FAQs - **Q**: When and where is Unlocking Client Value - Estate Planning & Investment Insights - Harrogate being held? - **A:** Unlocking Client Value - Estate Planning & Investment Insights - Harrogate takes place on Tue, 02 Jun, 2026 at 09:30 am to Tue, 02 Jun, 2026 at 11:30 am at Cedar Court, Park Parade, Harrogate, United Kingdom. - **Q**: Who is organizing Unlocking Client Value - Estate Planning & Investment Insights - Harrogate? - **A:** Unlocking Client Value - Estate Planning & Investment Insights - Harrogate is organized by WAY Trustees Limited. - **Q**: Who is this event for? Is it right for me? - **A:** Unlocking Client Value - Estate Planning & Investment Insights - Harrogate is ideal for professionals, entrepreneurs, startup founders, and networking enthusiasts eager to grow their connections. Whether you're a first-time attendee or a longtime enthusiast in Harrogate, this event is thoughtfully curated to deliver a standout experience worth every moment. 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