

# Event Details

- **Event Name**: Unlocking Client Value - WAY Trustees x Laurelo x Rathbones  - Exeter
- **Event Start and End Date**: Wed, 20 May, 2026 at 09:30 am – Wed, 20 May, 2026 at 12:30 pm (+01:00)
- **Event Description**: Unlocking Client Value - Estate Planning, Probate essentials and Investment Insights - ExeterAbout this EventIn this session:Mark Wintle – WAY’s Business Development Manager (South), Clare Parfrey - Probate Specialist at Laurelo, and Ross Collinge 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.By the end of the session, you will be able to…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 ClimateAn overview of Rathbones Investment approachKey trends shaping 2026Opportunities in a changing landscapeYour SpeakersMark 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 held roles in technical, training, advising and compliance and 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.Ross CollingeChartered Investment Director at RathbonesRoss is a Chartered Investment Manager at Rathbones, based in Exeter. He manages investment portfolios for a wide range of clients including high net worth individuals, charities, pensions, offshore bonds, Trusts and corporate accounts.A Fellow of the Chartered Institute for Securities &amp; Investment, Ross brings strong technical expertise and a disciplined, consistent approach to portfolio management, ensuring alignment with each client’s objectives and attitude to risk.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 spot today!
- **Event URL**: https://allevents.in/exeter/unlocking-client-value-way-trustees-x-laurelo-x-rathbones-exeter/100001985808018239
- **Event Categories**: nonprofit, charities, business, workshops
- **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-way-trustees-x-laurelo-x-rathbones-exeter-tickets-1985808018239
- **Ticket Price Range**: min: 0, max: 0, currency: USD

## Event venue details

- **city**: Exeter
- **state**: EN
- **country**: United Kingdom
- **location**: Courtyard by Marriott Exeter Sandy Park
- **lat**: 50.7074923
- **long**: -3.4686954
- **full address**: Courtyard by Marriott Exeter Sandy Park, CourtYard by Marriott, Exeter, United Kingdom

## Event Organizer details

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

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## FAQs

- **Q**: When is the event happening?
  - **A:** Wed, 20 May, 2026 at 09:30 am (+01:00)
- **Q**: Where is the event happening?
  - **A:** Courtyard by Marriott Exeter Sandy Park, CourtYard by Marriott, Exeter, 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:** nonprofit, charities, business, workshops
- **Q**: Where can I find ticket details about Unlocking Client Value - WAY Trustees x Laurelo x Rathbones  - Exeter ?
  - **A:** You can find ticket details about this event on AllEvents.

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