

# Event Details

- **Event Name**: Estate Planning, Investment Insight and AI Driven Efficiency
- **Event Start and End Date**: Wed, 25 Feb, 2026 at 09:00 am – Wed, 25 Feb, 2026 at 12:30 pm
- **Event Description**: Unlocking Client Value - Estate Planning, Investment Insight and AI Driven Efficiency. Discover how to deepen client relationships, grow AUMAbout this EventUnlocking Client Value - Estate Planning, Investment Insight and AI Driven EfficiencyDiscover 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 &amp; Founder of Opticks, will explore sustainable scaling and AI-powered tools that drive business growth.Session objectives:Navigate post-Budget changes with confidenceUnderstand The Framework Behind Good Estate PlanningIntegrate Consumer Duty into your IHT and Trust PlanningGain expert analysis on current market data to identify risks, opportunities, and guide informed decisions.Discover practical ways to grow sustainably and leverage AI-powered toolsThis in-person session is perfect for industry professionals wanting to stay informed, proactive and confident in delivering compliant, forward-thinking advice.Your 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 is a Level 4 qualified professional and STEP member, Mark has held roles in technical, training, advising and compliance.Matt FryInvestment Director at RathbonesMatthew 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 LangleyCEO &amp; Founder at OpticksDavid 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.Timings09:00-09:30am: Registration hot drinks and breakfast rolls09:30-10:15am: Mark Wintle10:15-11:00am: Matt Fry11:00-11:15pm: Break11:15-12:00pm: David Langley12:00-12:30pm: Q&amp;A / NetworkingLimited Spaces - Secure your place today!
- **Event URL**: https://allevents.in/milton-keynes/estate-planning-investment-insight-and-ai-driven-efficiency/100001977706316832
- **Event Categories**: business, sports, workshops, football
- **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%2Festate-planning-investment-insight-and-ai-driven-efficiency-tickets-1977706316832
- **Ticket Price Range**: min: 0, max: 0, currency: USD

## Event venue details

- **city**: Milton Keynes
- **state**: EN
- **country**: United Kingdom
- **location**: Leonardo Hotel Milton Keynes
- **lat**: 52.0383345
- **long**: -0.7637199
- **full address**: Leonardo Hotel Milton Keynes, Midsummer Boulevard, Milton Keynes, 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/events10/banners/5eb31d0c5b43e029a4156fd56529f1243b8e2f1e5be3ec17f7804f5b4272ef98-rimg-w1024-h683-dc121f2b-gmir.jpg?v=1766929472
- **Alt text**: thumbnail
  - **Image URL**: https://dyn-image.allevents.in/generate-image?v=4&title=Estate+Planning%2C+Investment+Insight+and+AI+Driven+Efficiency&date=25+Feb

## FAQs

- **Q**: When is the event happening?
  - **A:** Wed, 25 Feb, 2026 at 09:00 am
- **Q**: Where is the event happening?
  - **A:** Leonardo Hotel Milton Keynes, Midsummer Boulevard, Milton Keynes, 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, sports, workshops, football
- **Q**: Where can I find ticket details about Estate Planning, Investment Insight and AI Driven Efficiency ?
  - **A:** You can find ticket details about this event on AllEvents.

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